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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

69 hedge funds and large institutions have $281M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
33
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$90.3M
2
NA
2
NewEdge Advisors
Louisiana
$6.32M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.95M
4
CA
4
Cetera Advisors
Colorado
$2.8M
5
PAG
5
Private Advisor Group
New Jersey
$2.91M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41M
2
APC
2
Aspire Private Capital
North Carolina
$12.6M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$0
4
T
4
TRUADVICE
Florida
$1.41M
5
KAS
5
Kestra Advisory Services
Texas
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
51
USAdvisors Wealth Management
Minnesota
$256K +$1.44K +35 +0.6%
FPCP
52
Fort Point Capital Partners
California
$253K – – –
GIA
53
Gladstone Institutional Advisory
Florida
$242K +$242K +5,865 New
RCAG
54
Rehmann Capital Advisory Group
Michigan
$231K – – –
CAAS
55
Capital Asset Advisory Services
Michigan
$224K – – –
TC
56
TAP Consulting
Missouri
$215K +$215K +5,220 New
TCM
57
Triumph Capital Management
Colorado
$202K +$202K +4,894 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$136K +$136K +3,292 New
FFA
59
Farther Finance Advisors
California
$130K +$330 +8 +0.3%
VAG
60
VisionPoint Advisory Group
Texas
$129K +$77.9K +1,888 +153%
TCM
61
TD Capital Management
Tennessee
$126K +$56.7K +1,375 +82%
PA
62
Parallel Advisors
California
$120K +$120K +2,916 New
CT
63
Cambridge Trust
Massachusetts
$102K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$51.3K – – –
UBS Group
65
UBS Group
Switzerland
$39.3K -$11K -267 -22%
GRP
66
Global Retirement Partners
California
$23.2K +$13.7K +334 +145%
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$15.6K +$15.6K +378 New
C
68
Covestor
United Kingdom
$7K -$251 -6 -3%
Wells Fargo
69
Wells Fargo
California
$29 +$29 +1 New
IWC
70
Integrated Wealth Concepts
Massachusetts
– -$918K -21,183 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$408K -9,401 Closed
PFA
72
Professional Financial Advisors
Nebraska
– -$324K -7,483 Closed
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
– -$52.5K -1,211 Closed
IGWM
74
ICA Group Wealth Management
Colorado
– -$4.03K -93 Closed
CWP
75
Concord Wealth Partners
Virginia
– -$1.65K -38 Closed
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