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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

67 hedge funds and large institutions have $260M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
36
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$53.4M
2
LPL Financial
2
LPL Financial
California
$86.2M
3
HI
3
Harbour Investments
Wisconsin
$5.39M
4
FIA
4
Foundations Investment Advisors
Arizona
$4.23M
5
AWM
5
AE Wealth Management
Kansas
$13.9M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWS
2
Atria Wealth Solutions
New York
$1.01M
3
APC
3
Aspire Private Capital
North Carolina
$14.3M
4
CW
4
CreativeOne Wealth
Kansas
$2.65M
5
CRI
5
Colonial River Investments
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$285K – – –
UWM
52
USAdvisors Wealth Management
Minnesota
$268K +$825 +19 +0.3%
FPCP
53
Fort Point Capital Partners
California
$266K – – –
RCAG
54
Rehmann Capital Advisory Group
Michigan
$243K -$125K -2,889 -34%
CAAS
55
Capital Asset Advisory Services
Michigan
$233K -$118K -2,695 -34%
FFA
56
Farther Finance Advisors
California
$137K +$112K +2,584 +454%
CT
57
Cambridge Trust
Massachusetts
$107K – – –
TCM
58
TD Capital Management
Tennessee
$72.7K +$217 +5 +0.3%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$53.9K +$53.9K +1,244 New
VAG
60
VisionPoint Advisory Group
Texas
$53.4K +$53.4K +1,231 New
UBS Group
61
UBS Group
Switzerland
$52.9K -$46.7K -1,076 -47%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$52.5K +$52.5K +1,211 New
FCAG
63
First Capital Advisors Group
New Jersey
$19.2K +$19.2K +443 New
GRP
64
Global Retirement Partners
California
$10K +$5.64K +130 +129%
C
65
Covestor
United Kingdom
$8K -$92 -2 -1%
IGWM
66
ICA Group Wealth Management
Colorado
$4.03K +$4.03K +93 New
CWP
67
Concord Wealth Partners
Virginia
$1.65K – – –
SS
68
Simplicity Solutions
Minnesota
– -$1.23M -30,723 Closed
CRI
69
Colonial River Investments
Virginia
– -$438K -10,917 Closed
FTUS
70
Flow Traders U.S.
New York
– -$256K -6,386 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$227K -5,644 Closed
LA
72
Lifeworks Advisors
Michigan
– -$219K -5,450 Closed
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
– -$201K -5,005 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
– -$1K -29 Closed
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