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State Street US Sector Rotation ETF

131 hedge funds and large institutions have $876M invested in State Street US Sector Rotation ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

4.55% more ownership

Funds ownership: 94.34%98.89% (+4.6%)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
GFPC
27
Global Financial Private Client
Florida
$3.99M
IPWA
28
International Private Wealth Advisors
California
$3.93M
NA
29
Novus Advisors
South Carolina
$3.5M
Raymond James Financial
30
Raymond James Financial
Florida
$3.48M
GM
31
GeoWealth Management
Illinois
$3.39M
Morgan Stanley
32
Morgan Stanley
New York
$3M
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.85M
LFG
34
Lockerman Financial Group
California
$2.36M
PS
35
Principal Securities
Iowa
$2.3M
OWA
36
Outlook Wealth Advisors
Texas
$2.24M
WFAG
37
Worth Financial Advisory Group
North Carolina
$2.2M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.88M
Osaic Holdings
39
Osaic Holdings
Arizona
$1.86M
AC
40
Apella Capital
Connecticut
$1.75M
BWP
41
Balboa Wealth Partners
Arizona
$1.73M
IWM
42
Iams Wealth Management
Nebraska
$1.56M
WF
43
WealthPoint Financial
North Carolina
$1.56M
HH
44
Hilltop Holdings
Texas
$1.33M
OE
45
October Effect
Virginia
$1.24M
GIA
46
Gladstone Institutional Advisory
Florida
$1.22M
ACM
47
Absolute Capital Management
Pennsylvania
$1.05M
FHA
48
Flagship Harbor Advisors
Massachusetts
$1.02M
SPAS
49
Spectrum Planning & Advisory Services
California
$973K
DWM
50
Dakota Wealth Management
Florida
$957K