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State Street US Sector Rotation ETF

132 hedge funds and large institutions have $847M invested in State Street US Sector Rotation ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0.77% more ownership

Funds ownership: 99.23%100% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 133132 (-1)

4% less capital invested

Capital invested by funds: $880M → $847M (-$33.2M)

Holders
132
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.63%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
17
Increased
74
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
26
Sharkey, Howes & Javer
Colorado
$4.26M -$1.43M -23,422 -24%
AWM
27
Axxcess Wealth Management
California
$4.15M -$154K -2,530 -3%
IPWA
28
International Private Wealth Advisors
California
$4.04M +$426K +6,985 +11%
GFPC
29
Global Financial Private Client
Florida
$3.84M +$150K +2,458 +4%
MFN
30
Midwest Financial Network
Illinois
$3.65M +$1.67M +27,451 +77%
Raymond James Financial
31
Raymond James Financial
Florida
$3.45M +$239K +3,915 +7%
NA
32
Novus Advisors
South Carolina
$3.34M +$102K +1,671 +3%
Morgan Stanley
33
Morgan Stanley
New York
$3.28M +$528K +8,671 +18%
GM
34
GeoWealth Management
Illinois
$3.21M +$79.7K +1,308 +2%
LFG
35
Lockerman Financial Group
California
$2.3M +$120K +1,963 +5%
OWA
36
Outlook Wealth Advisors
Texas
$2.14M +$71.7K +1,177 +3%
WF
37
WealthPoint Financial
North Carolina
$1.7M +$262K +4,305 +17%
BWP
38
Balboa Wealth Partners
Arizona
$1.69M +$84.5K +1,387 +5%
AC
39
Apella Capital
Connecticut
$1.68M -$64.8K -1,064 -4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.66M -$81K -1,329 -4%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.58M -$1.12M -18,440 -40%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.55M -$183K -3,009 -10%
OE
43
October Effect
Virginia
$1.53M +$397K +6,512 +33%
IWP
44
Integrity Wealth Partners
California
$1.43M +$1.51M +24,756 New
IWM
45
Iams Wealth Management
Nebraska
$1.43M -$25.2K -414 -2%
WIA
46
World Investment Advisors
California
$1.26M +$50.7K +832 +4%
GIA
47
Gladstone Institutional Advisory
Florida
$1.09M -$41.7K -684 -3%
ACM
48
Absolute Capital Management
Pennsylvania
$1.03M +$57.7K +947 +6%
KDA
49
Kraft Davis & Associates
Missouri
$1.01M +$609K +9,997 +168%
AWMI
50
Aegis Wealth Management (Iowa)
Iowa
$999K +$349K +5,728 +50%