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SPDR SSGA US Sector Rotation ETF
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Overview Fund Activity

62 hedge funds and large institutions have $203M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
31
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.4M
2
OWA
Outlook Wealth Advisors
Texas
$1.88M
3
LIG
Lokken Investment Group
Delaware
$1.49M
4
AWM
AE Wealth Management
Kansas
$11.2M
5
APC
Aspire Private Capital
North Carolina
$13.8M

Top Sellers

1
MPW
MGO Private Wealth
California
$0
2
LPL Financial
LPL Financial
California
$69.7M
3
DAS
Dynamic Advisor Solutions
Arizona
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
RA
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$201K +$201K +5,005 New
CT
52
Cambridge Trust
Massachusetts
$98.8K – – –
UBS Group
53
UBS Group
Switzerland
$92.2K +$92.2K +2,296 New
TCM
54
TD Capital Management
Tennessee
$67.1K +$201 +5 +0.3%
Morgan Stanley
55
Morgan Stanley
New York
$60.7K – – –
FFA
56
Farther Finance Advisors
California
$22.8K +$22.8K +569 New
HGERS
57
Householder Group Estate & Retirement Specialist
Arizona
$15K +$15K +376 New
C
58
Covestor
United Kingdom
$7K +$80 +2 +1%
GRP
59
Global Retirement Partners
California
$4.01K – – –
CWP
60
Concord Wealth Partners
Virginia
$1.53K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$305 +$1 +20 +0.3%
MPW
63
MGO Private Wealth
California
– -$3.77M -96,767 Closed
DAS
64
Dynamic Advisor Solutions
Arizona
– -$1.08M -27,703 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$871K -22,393 Closed
RA
66
RFG Advisory
Alabama
– -$349K -8,527 Closed
ZIG
67
Zullo Investment Group
Pennsylvania
– -$31.2K -801 Closed
MCC
68
Money Concepts Capital
Florida
– -$19.1K -491 Closed
EE
69
EWG Elevate
California
– -$12.1K -311 Closed
IGWM
70
ICA Group Wealth Management
Colorado
– -$3.7K -95 Closed
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