XLSR icon

SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

83 hedge funds and large institutions have $408M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+14
Holders Change %
+20.29%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
18
Increased
32
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$149M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$36.4M
3
HWP
Hibernia Wealth Partners
Louisiana
$9.84M
4
TC
TAP Consulting
Missouri
$4.58M
5
AWM
AE Wealth Management
Kansas
$19.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$2.21M
2
CCG
Capital CS Group
California
$0
3
APC
Aspire Private Capital
North Carolina
$12.7M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.64M
5
CA
Cetera Advisors
Colorado
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
51
Freedom Investment Management
Connecticut
$461K -$53.8K -1,176 -10%
ACM
52
Absolute Capital Management
Pennsylvania
$449K +$107K +2,337 +31%
GIA
53
Gladstone Institutional Advisory
Florida
$390K +$121K +2,650 +45%
TCM
54
Triumph Capital Management
Colorado
$370K +$146K +3,185 +65%
FA
55
FSA Advisors
Michigan
$338K +$338K +7,395 New
Truist Financial
56
Truist Financial
North Carolina
$338K – – –
Creative Planning
57
Creative Planning
Kansas
$299K -$5.4K -118 -2%
MW
58
Maia Wealth
Colorado
$297K +$297K +6,481 New
UWM
59
USAdvisors Wealth Management
Minnesota
$284K – – –
FPCP
60
Fort Point Capital Partners
California
$280K – – –
CP
61
Castleview Partners
Texas
$269K -$38.9K -851 -13%
MWM
62
Maripau Wealth Management
Indiana
$261K -$48.5K -1,059 -16%
SAW
63
Signal Advisors Wealth
Michigan
$261K +$261K +5,696 New
VAG
64
VisionPoint Advisory Group
Texas
$236K +$93.3K +2,039 +65%
CAAS
65
Capital Asset Advisory Services
Michigan
$232K -$10.8K -236 -4%
VCP
66
Verus Capital Partners
Arizona
$231K +$231K +5,049 New
LCM
67
Lunt Capital Management
Utah
$223K +$223K +4,879 New
NL
68
NWAM LLC
Washington
$215K +$215K +4,708 New
CJ
69
Caitlin John
Michigan
$187K +$187K +4,081 New
TCM
70
TD Capital Management
Tennessee
$140K – – –
PA
71
Parallel Advisors
California
$133K +$46 +1 +0%
FFA
72
Farther Finance Advisors
California
$120K -$24.3K -532 -17%
FFA
73
Frazier Financial Advisors
Ohio
$82.4K +$82.4K +1,801 New
UBS Group
74
UBS Group
Switzerland
$57.7K +$14K +307 +32%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$56.9K – – –
1 2
3
4