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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

92 hedge funds and large institutions have $595M invested in SPDR SSGA US Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
9
Increased
52
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$79.1M
2
GM
2
GeoWealth Management
Illinois
$15.1M
3
LPL Financial
3
LPL Financial
California
$209M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$7.4M
5
AWA
5
Authentikos Wealth Advisory
California
$5.64M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$5.05M
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
UWM
3
USAdvisors Wealth Management
Minnesota
$0
4
MWM
4
Maripau Wealth Management
Indiana
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
51
Principal Securities
Iowa
$709K +$12.6K +244 +2%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$658K +$68.4K +1,321 +12%
SOS
53
Silver Oak Securities
Tennessee
$624K +$1.19K +23 +0.2%
GIA
54
Gladstone Institutional Advisory
Florida
$584K -$126K -2,425 -18%
Osaic Holdings
55
Osaic Holdings
Arizona
$577K -$198K -3,818 -26%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$577K +$130K +2,500 +29%
TCM
57
Triumph Capital Management
Colorado
$548K +$23.4K +451 +4%
Stifel Financial
58
Stifel Financial
Missouri
$538K +$68.9K +1,330 +15%
AI
59
Atria Investments
North Carolina
$518K +$74.5K +1,437 +17%
ACM
60
Absolute Capital Management
Pennsylvania
$506K +$114K +2,192 +29%
CP
61
Castleview Partners
Texas
$483K -$234K -4,509 -33%
SWM
62
Silverlake Wealth Management
Vermont
$480K -$33.7K -650 -7%
CCG
63
Capital CS Group
California
$406K -$21.4K -412 -5%
FA
64
FSA Advisors
Michigan
$363K -$3.92K -77 -1%
PCS
65
Private Client Services
Kentucky
$358K +$622 +12 +0.2%
Creative Planning
66
Creative Planning
Kansas
$355K – – –
Truist Financial
67
Truist Financial
North Carolina
$346K +$9.23K +178 +3%
FPCP
68
Fort Point Capital Partners
California
$345K – – –
MW
69
Maia Wealth
Colorado
$306K -$9.43K -180 -3%
VAG
70
VisionPoint Advisory Group
Texas
$299K -$15.1K -291 -5%
NL
71
NWAM LLC
Washington
$263K +$263K +5,073 New
TVM
72
True Vision MN
Minnesota
$252K – – –
FHC
73
First Heartland Consultants
Missouri
$251K +$251K +4,840 New
SAW
74
Signal Advisors Wealth
Michigan
$240K +$240K +4,636 New
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$25.7K -495 -10%
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