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State Street US Sector Rotation ETF

133 hedge funds and large institutions have $880M invested in State Street US Sector Rotation ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 115133 (+18)

12% more capital invested

Capital invested by funds: $787M → $880M (+$93M)

4.76% more ownership

Funds ownership: 94.46%99.23% (+4.8%)

6% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 49

Holders
133
Holders Change
+18
Holders Change %
+15.65%
% of All Funds
1.62%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
24
Increased
46
Reduced
49
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWPC
26
Legacy Wealth Partners (Colorado)
Colorado
$4.26M +$4.2M +68,406 New
GFPC
27
Global Financial Private Client
Florida
$3.99M +$124K +2,026 +3%
IPWA
28
International Private Wealth Advisors
California
$3.93M +$113K +1,834 +3%
NA
29
Novus Advisors
South Carolina
$3.5M -$32K -521 -0.9%
Raymond James Financial
30
Raymond James Financial
Florida
$3.48M +$1.21M +19,694 +55%
GM
31
GeoWealth Management
Illinois
$3.39M -$110K -1,797 -3%
Morgan Stanley
32
Morgan Stanley
New York
$3M -$84.3K -1,374 -3%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.85M +$645K +10,517 +30%
LFG
34
Lockerman Financial Group
California
$2.36M +$56.5K +921 +2%
PS
35
Principal Securities
Iowa
$2.3M +$1.43M +23,372 +173%
OWA
36
Outlook Wealth Advisors
Texas
$2.24M -$71.5K -1,165 -3%
MFN
37
Midwest Financial Network
Illinois
$2.23M +$1.13M +18,411 +106%
WFAG
38
Worth Financial Advisory Group
North Carolina
$2.2M -$22.7K -370 -1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.88M -$41.1K -670 -2%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.86M -$41.2K -671 -2%
AC
41
Apella Capital
Connecticut
$1.75M +$19.5K +318 +1%
BWP
42
Balboa Wealth Partners
Arizona
$1.73M -$49.6K -808 -3%
IWM
43
Iams Wealth Management
Nebraska
$1.56M -$222K -3,622 -13%
WF
44
WealthPoint Financial
North Carolina
$1.56M +$1.54M +25,052 New
HH
45
Hilltop Holdings
Texas
$1.33M -$51.7K -843 -4%
WIA
46
World Investment Advisors
California
$1.31M +$1.29M +20,957 New
OE
47
October Effect
Virginia
$1.24M +$140K +2,287 +13%
GIA
48
Gladstone Institutional Advisory
Florida
$1.22M +$283K +4,605 +31%
ACM
49
Absolute Capital Management
Pennsylvania
$1.05M +$78.9K +1,286 +8%
FHA
50
Flagship Harbor Advisors
Massachusetts
$1.02M +$1.01M +16,418 New