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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

103 hedge funds and large institutions have $646M invested in SPDR SSGA US Sector Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
15
Increased
42
Reduced
40
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.2M
2
SAW
Signal Advisors Wealth
Michigan
$8.67M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$88.4M
4
LPL Financial
LPL Financial
California
$221M
5
KDA
Kraft Davis & Associates
Missouri
$4.6M

Top Sellers

1
HWP
Hibernia Wealth Partners
Louisiana
$11.7M
2
APC
Aspire Private Capital
North Carolina
$12.6M
3
Wells Fargo
Wells Fargo
California
$14K
4
GM
GeoWealth Management
Illinois
$14.8M
5
KFS
Kelly Financial Services
Massachusetts
$898K
Name Holding Trade Value Shares
Change 		Shares
Change %
KDA
26
Kraft Davis & Associates
Missouri
$4.6M +$4.38M +79,587 +1,929%
CW
27
CreativeOne Wealth
Kansas
$4.55M +$855K +15,995 +23%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.65M +$38.1K +713 +1%
APW
29
Austin Private Wealth
Texas
$3.46M +$525K +9,817 +18%
NA
30
Novus Advisors
South Carolina
$2.93M +$2.93M +54,915 New
GFPC
31
Global Financial Private Client
Florida
$2.65M +$60.1K +1,124 +2%
IPWA
32
International Private Wealth Advisors
California
$2.64M +$614K +11,483 +30%
LIG
33
Lokken Investment Group
Delaware
$2.59M -$191K -3,578 -7%
WFAG
34
Worth Financial Advisory Group
North Carolina
$2.27M -$288K -5,385 -11%
OWA
35
Outlook Wealth Advisors
Texas
$2.02M -$122K -2,275 -6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.76M +$186K +3,477 +12%
BWP
37
Balboa Wealth Partners
Arizona
$1.54M -$92K -1,722 -6%
AC
38
Apella Capital
Connecticut
$1.51M -$7.59K -142 -0.5%
IWM
39
Iams Wealth Management
Nebraska
$1.51M +$126K +2,350 +9%
KAS
40
Kestra Advisory Services
Texas
$1.43M -$256K -4,783 -15%
AWS
41
Atria Wealth Solutions
New York
$1.41M -$61.1K -1,143 -4%
HH
42
Hilltop Holdings
Texas
$1.24M -$33K -617 -3%
ACP
43
Aveo Capital Partners
Colorado
$1.17M -$66.4K -1,243 -5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.13M +$452K +8,454 +67%
AA
45
Armis Advisers
Georgia
$1.06M +$1.06M +19,889 New
C
46
Croban
Ohio
$975K +$975K +18,257 New
FI
47
FWG Investments
Kentucky
$949K -$17.6K -330 -2%
KFS
48
Kelly Financial Services
Massachusetts
$898K -$722K -13,503 -45%
SPAS
49
Spectrum Planning & Advisory Services
California
$832K -$29.4K -551 -3%
GIA
50
Gladstone Institutional Advisory
Florida
$787K +$185K +3,460 +31%
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