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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

92 hedge funds and large institutions have $595M invested in SPDR SSGA US Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
9
Increased
52
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$79.1M
2
GM
2
GeoWealth Management
Illinois
$15.1M
3
LPL Financial
3
LPL Financial
California
$209M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$7.4M
5
AWA
5
Authentikos Wealth Advisory
California
$5.64M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$5.05M
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
UWM
3
USAdvisors Wealth Management
Minnesota
$0
4
MWM
4
Maripau Wealth Management
Indiana
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.5M +$32.4K +625 +0.9%
APW
27
Austin Private Wealth
Texas
$2.85M +$155K +2,989 +6%
LIG
28
Lokken Investment Group
Delaware
$2.7M -$3.68K -71 -0.1%
GFPC
29
Global Financial Private Client
Florida
$2.51M +$3.47K +67 +0.1%
WFAG
30
Worth Financial Advisory Group
North Carolina
$2.48M +$151K +2,909 +6%
OWA
31
Outlook Wealth Advisors
Texas
$2.08M +$52.7K +1,016 +3%
IPWA
32
International Private Wealth Advisors
California
$1.97M +$481K +9,276 +32%
KAS
33
Kestra Advisory Services
Texas
$1.63M -$70.6K -1,362 -4%
BWP
34
Balboa Wealth Partners
Arizona
$1.58M +$59.1K +1,140 +4%
KFS
35
Kelly Financial Services
Massachusetts
$1.57M +$50.6K +976 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.53M -$196K -3,789 -11%
AC
37
Apella Capital
Connecticut
$1.46M -$27.8K -540 -2%
AWS
38
Atria Wealth Solutions
New York
$1.43M +$44.6K +860 +3%
IWM
39
Iams Wealth Management
Nebraska
$1.34M +$381K +7,357 +40%
HH
40
Hilltop Holdings
Texas
$1.23M +$1.23M +23,787 New
ACP
41
Aveo Capital Partners
Colorado
$1.2M +$187K +3,610 +18%
FI
42
FWG Investments
Kentucky
$938K +$80.7K +1,557 +9%
Citadel Advisors
43
Citadel Advisors
Florida
$915K +$40.3K +777 +5%
SPAS
44
Spectrum Planning & Advisory Services
California
$836K +$89K +1,717 +12%
ATC
45
Argent Trust Co
Tennessee
$772K -$51.9K -1,002 -6%
Wells Fargo
46
Wells Fargo
California
$743K +$258K +4,976 +53%
CAAS
47
Capital Asset Advisory Services
Michigan
$737K +$28.3K +546 +4%
LFG
48
Lockerman Financial Group
California
$729K -$3.89K -75 -0.5%
AFG
49
Atomi Financial Group
New York
$729K -$71.1K -1,371 -9%
RWPA
50
Richard W. Paul & Associates
Michigan
$722K -$31.8K -614 -4%
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