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State Street US Sector Rotation ETF
XLSR

104 hedge funds and large institutions have $647M invested in State Street US Sector Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more funds holding

Funds holding: 92 → 104 (+12)

9% more capital invested

Capital invested by funds: $595M → $647M (+$52.4M)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0.18% less ownership

Funds ownership: 97.64% → 97.45% (-0.18%)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% 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
16
Increased
42
Reduced
40
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.5M
2
SAW
Signal Advisors Wealth
Michigan
+$8.44M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$6.83M
4
LPL Financial
LPL Financial
California
+$5.5M
5
KDA
Kraft Davis & Associates
Missouri
+$4.26M

Top Sellers

Rank Fund Capital Flow
1
HWP
Hibernia Wealth Partners
Louisiana
-$12.2M
2
APC
Aspire Private Capital
North Carolina
-$1.18M
3
Wells Fargo
Wells Fargo
California
-$753K
4
GM
GeoWealth Management
Illinois
-$748K
5
KFS
Kelly Financial Services
Massachusetts
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
KDA
26
Kraft Davis & Associates
Missouri
$4.6M +$4.26M +79,587 +1,929%
CW
27
CreativeOne Wealth
Kansas
$4.55M +$856K +15,995 +23%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.65M +$38.2K +713 +1%
APW
29
Austin Private Wealth
Texas
$3.46M +$525K +9,817 +18%
NA
30
Novus Advisors
South Carolina
$2.93M +$2.94M +54,915 New
GFPC
31
Global Financial Private Client
Florida
$2.65M +$60.2K +1,124 +2%
IPWA
32
International Private Wealth Advisors
California
$2.64M +$615K +11,483 +30%
LIG
33
Lokken Investment Group
Delaware
$2.59M -$192K -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 -$92.2K -1,722 -6%
AC
38
Apella Capital
Connecticut
$1.51M -$7.6K -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%
MFN
41
Midwest Financial Network
Illinois
$1.41M +$1.41M +26,410 New
AWS
42
Atria Wealth Solutions
New York
$1.41M -$61.2K -1,143 -4%
HH
43
Hilltop Holdings
Texas
$1.24M -$33K -617 -3%
ACP
44
Aveo Capital Partners
Colorado
$1.17M -$66.5K -1,243 -5%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.13M +$452K +8,454 +67%
AA
46
Armis Advisers
Georgia
$1.06M +$1.06M +19,889 New
C
47
Croban
Ohio
$975K +$977K +18,257 New
FI
48
FWG Investments
Kentucky
$949K -$17.7K -330 -2%
KFS
49
Kelly Financial Services
Massachusetts
$898K -$723K -13,503 -45%
SPAS
50
Spectrum Planning & Advisory Services
California
$832K -$29.5K -551 -3%
1
2
3 4 5

XLSR Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q4 2024, worth a combined $647M — up 8.8% from $595M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XLSR positions and 4 closed out — a net gain of 12 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $10.5M. The largest seller was Hibernia Wealth Partners, cutting an estimated $12.2M.

  • 104 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $647M of State Street US Sector Rotation ETF stock for Q4 2024, up 8.8% quarter-over-quarter.
  • 16 funds opened new State Street US Sector Rotation ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $10.5M added.
  • The largest State Street US Sector Rotation ETF seller in Q4 2024 was Hibernia Wealth Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.