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State Street US Sector Rotation ETF

115 hedge funds and large institutions have $787M invested in State Street US Sector Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $722M → $787M (+$64.7M)

3% more funds holding

Funds holding: 112115 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

2.15% less ownership

Funds ownership: 96.62%94.46% (-2.2%)

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
43
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$3.35M -$147K -2,581 -4%
MML Investors Services
27
MML Investors Services
Massachusetts
$3M +$1.11M +19,515 +63%
Morgan Stanley
28
Morgan Stanley
New York
$2.95M +$82K +1,437 +3%
OWA
29
Outlook Wealth Advisors
Texas
$2.21M -$113K -1,988 -5%
LFG
30
Lockerman Financial Group
California
$2.2M -$7.93K -139 -0.4%
Raymond James Financial
31
Raymond James Financial
Florida
$2.15M +$1.76M +30,935 +596%
WFAG
32
Worth Financial Advisory Group
North Carolina
$2.13M +$30.8K +540 +2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$1.92M +33,583 +2,012%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.84M -$175K -3,071 -9%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.81M +$1.48M +25,933 +573%
IWM
36
Iams Wealth Management
Nebraska
$1.71M -$75.7K -1,328 -4%
BWP
37
Balboa Wealth Partners
Arizona
$1.71M -$63K -1,104 -4%
KAS
38
Kestra Advisory Services
Texas
$1.7M +$49.1K +861 +3%
AC
39
Apella Capital
Connecticut
$1.66M -$27.8K -488 -2%
MFG
40
Merit Financial Group
Georgia
$1.61M +$23.2K +407 +2%
HH
41
Hilltop Holdings
Texas
$1.33M -$64.8K -1,137 -5%
OE
42
October Effect
Virginia
$1.05M -$22.8K -399 -2%
MFN
43
Midwest Financial Network
Illinois
$1.03M -$493K -8,649 -33%
LIG
44
Lokken Investment Group
Delaware
$1M -$43.4K -761 -4%
VA
45
VestGen Advisors
Illinois
$953K +$34.6K +606 +4%
SPAS
46
Spectrum Planning & Advisory Services
California
$943K -$6.67K -117 -0.7%
ACM
47
Absolute Capital Management
Pennsylvania
$928K +$244K +4,285 +38%
GIA
48
Gladstone Institutional Advisory
Florida
$891K +$38.7K +679 +5%
VCM
49
Virtue Capital Management
Tennessee
$848K +$1.71M +30,030 New
ATC
50
Argent Trust Co
Tennessee
$807K -$3.82K -67 -0.5%