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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

107 hedge funds and large institutions have $603M invested in SPDR SSGA US Sector Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
14
Increased
57
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$220M
2
APW
2
Austin Private Wealth
Texas
$9.05M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$88.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.2M
5
NA
5
NewEdge Advisors
Louisiana
$14.2M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$2.99M
2
AWA
2
Authentikos Wealth Advisory
California
$0
3
KDA
3
Kraft Davis & Associates
Missouri
$239K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.58M
5
PAG
5
Private Advisor Group
New Jersey
$3.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
26
Global Financial Private Client
Florida
$2.59M +$75.3K +1,484 +3%
Morgan Stanley
27
Morgan Stanley
New York
$2.58M -$2.32M -45,658 -47%
OWA
28
Outlook Wealth Advisors
Texas
$2.01M +$96.4K +1,898 +5%
WFAG
29
Worth Financial Advisory Group
North Carolina
$1.78M -$373K -7,343 -17%
LFG
30
Lockerman Financial Group
California
$1.77M +$1.05M +20,759 +148%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.72M +$52.7K +1,039 +3%
BWP
32
Balboa Wealth Partners
Arizona
$1.55M +$90.6K +1,784 +6%
IWM
33
Iams Wealth Management
Nebraska
$1.48M +$43.2K +851 +3%
KAS
34
Kestra Advisory Services
Texas
$1.4M +$38.7K +763 +3%
AC
35
Apella Capital
Connecticut
$1.39M +$1.13K +23 +0.1%
AWS
36
Atria Wealth Solutions
New York
$1.21M -$124K -2,449 -9%
HH
37
Hilltop Holdings
Texas
$1.18M +$8.07K +159 +0.7%
C
38
Croban
Ohio
$1.14M +$215K +4,238 +23%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.09M +$12.7K +250 +1%
NP
40
NorthRock Partners
Minnesota
$1.08M +$1.08M +21,297 New
VF
41
Virtu Financial
New York
$1.04M +$1.04M +20,512 New
LIG
42
Lokken Investment Group
Delaware
$918K -$1.54M -30,389 -63%
SPAS
43
Spectrum Planning & Advisory Services
California
$792K +$609 +12 +0.1%
GIA
44
Gladstone Institutional Advisory
Florida
$775K +$27.6K +544 +4%
AA
45
Armis Advisers
Georgia
$769K -$241K -4,741 -24%
CAAS
46
Capital Asset Advisory Services
Michigan
$740K +$34.7K +675 +5%
PS
47
Principal Securities
Iowa
$692K – – –
ATC
48
Argent Trust Co
Tennessee
$691K -$17.7K -348 -2%
RWPA
49
Richard W. Paul & Associates
Michigan
$647K +$14.6K +288 +2%
FI
50
FWG Investments
Kentucky
$629K -$273K -5,379 -30%
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