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State Street US Sector Rotation ETF

112 hedge funds and large institutions have $722M invested in State Street US Sector Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

18% more capital invested

Capital invested by funds: $610M → $722M (+$112M)

3.8% more ownership

Funds ownership: 92.81%96.62% (+3.8%)

3% more funds holding

Funds holding: 109112 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
12
Increased
49
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
Novus Advisors
South Carolina
$3.13M -$35.8K -700 -1%
GFPC
27
Global Financial Private Client
Florida
$3.04M +$216K +4,235 +8%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.65M +$2.46M +48,200 New
Morgan Stanley
29
Morgan Stanley
New York
$2.64M -$141K -2,757 -5%
OWA
30
Outlook Wealth Advisors
Texas
$2.15M -$29.9K -585 -1%
LFG
31
Lockerman Financial Group
California
$2.04M +$118K +2,305 +7%
WFAG
32
Worth Financial Advisory Group
North Carolina
$1.93M -$51 -1 -0%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.86M -$3.98K -78 -0.2%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.7M +$1.58M +30,863 New
IWM
35
Iams Wealth Management
Nebraska
$1.65M +$50.8K +994 +3%
BWP
36
Balboa Wealth Partners
Arizona
$1.63M -$40.8K -799 -3%
AC
37
Apella Capital
Connecticut
$1.56M +$1.23K +24 +0.1%
KAS
38
Kestra Advisory Services
Texas
$1.52M +$7.97K +156 +0.6%
MFG
39
Merit Financial Group
Georgia
$1.46M +$1.36M +26,619 New
MFN
40
Midwest Financial Network
Illinois
$1.43M -$131K -2,566 -9%
C
41
Croban
Ohio
$1.3M +$55.7K +1,091 +5%
HH
42
Hilltop Holdings
Texas
$1.28M +$1.84K +36 +0.2%
OE
43
October Effect
Virginia
$992K +$923K +18,066 New
LIG
44
Lokken Investment Group
Delaware
$967K -$23.7K -465 -3%
SPAS
45
Spectrum Planning & Advisory Services
California
$875K +$17.8K +348 +2%
VA
46
VestGen Advisors
Illinois
$858K +$228K +4,457 +41%
SWP
47
Stratos Wealth Partners
Ohio
$796K +$740K +14,487 New
GIA
48
Gladstone Institutional Advisory
Florida
$783K -$51.8K -1,014 -7%
ATC
49
Argent Trust Co
Tennessee
$747K -$919 -18 -0.1%
PS
50
Principal Securities
Iowa
$739K +$25.2K +493 +4%

XLSR Hedge Fund Activity: Q2 2025 in Review

112 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q2 2025, worth a combined $722M — up 18% from $610M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XLSR positions and 9 closed out — a net gain of 3 holders — while 49 added to existing stakes and 37 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $1.21M sold.

  • 112 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q2 2025, up from 109 in Q1 2025.
  • Funds reported $722M of State Street US Sector Rotation ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 12 funds opened new State Street US Sector Rotation ETF positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q2 2025 was LPL Financial, an estimated $13.1M added.
  • The largest State Street US Sector Rotation ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2025.