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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

103 hedge funds and large institutions have $646M invested in SPDR SSGA US Sector Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
15
Increased
42
Reduced
40
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.2M
2
SAW
Signal Advisors Wealth
Michigan
$8.67M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$88.4M
4
LPL Financial
LPL Financial
California
$221M
5
KDA
Kraft Davis & Associates
Missouri
$4.6M

Top Sellers

1
HWP
Hibernia Wealth Partners
Louisiana
$11.7M
2
APC
Aspire Private Capital
North Carolina
$12.6M
3
Wells Fargo
Wells Fargo
California
$14K
4
GM
GeoWealth Management
Illinois
$14.8M
5
KFS
Kelly Financial Services
Massachusetts
$898K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
51
Lockerman Financial Group
California
$750K -$2.03K -38 -0.3%
ATC
52
Argent Trust Co
Tennessee
$746K -$49.5K -926 -6%
CAAS
53
Capital Asset Advisory Services
Michigan
$741K -$24.9K -462 -3%
PS
54
Principal Securities
Iowa
$692K -$38.1K -713 -5%
RWPA
55
Richard W. Paul & Associates
Michigan
$665K -$79.1K -1,481 -11%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$656K +$656K +12,273 New
SOS
57
Silver Oak Securities
Tennessee
$648K +$859 +16 +0.1%
ACM
58
Absolute Capital Management
Pennsylvania
$545K +$20.9K +389 +4%
Stifel Financial
59
Stifel Financial
Missouri
$537K -$18.5K -346 -3%
CP
60
Castleview Partners
Texas
$521K +$24.9K +467 +5%
SWM
61
Silverlake Wealth Management
Vermont
$481K -$13.3K -248 -3%
CCG
62
Capital CS Group
California
$471K +$52.5K +982 +13%
TCM
63
Triumph Capital Management
Colorado
$466K -$99K -1,853 -18%
AFG
64
Atomi Financial Group
New York
$422K -$330K -6,172 -44%
FA
65
FSA Advisors
Michigan
$382K +$1.07K +20 +0.3%
AF
66
Allworth Financial
California
$377K +$377K +6,814 New
Creative Planning
67
Creative Planning
Kansas
$366K – – –
FPCP
68
Fort Point Capital Partners
California
$356K – – –
PCS
69
Private Client Services
Kentucky
$351K -$17.3K -324 -5%
AI
70
Atria Investments
North Carolina
$350K -$184K -3,452 -35%
Truist Financial
71
Truist Financial
North Carolina
$340K -$16.5K -309 -5%
MW
72
Maia Wealth
Colorado
$312K -$7.54K -138 -2%
VAG
73
VisionPoint Advisory Group
Texas
$300K -$7.3K -137 -2%
MCM
74
M1 Capital Management
Michigan
$287K +$287K +5,377 New
FHC
75
First Heartland Consultants
Missouri
$280K +$21.5K +402 +8%
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