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State Street US Sector Rotation ETF
XLSR

104 hedge funds and large institutions have $647M invested in State Street US Sector Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more funds holding

Funds holding: 92 → 104 (+12)

9% more capital invested

Capital invested by funds: $595M → $647M (+$52.4M)

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

0.18% less ownership

Funds ownership: 97.64% → 97.45% (-0.18%)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% 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
16
Increased
42
Reduced
40
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.5M
2
SAW
Signal Advisors Wealth
Michigan
+$8.44M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$6.83M
4
LPL Financial
LPL Financial
California
+$5.5M
5
KDA
Kraft Davis & Associates
Missouri
+$4.26M

Top Sellers

Rank Fund Capital Flow
1
HWP
Hibernia Wealth Partners
Louisiana
-$12.2M
2
APC
Aspire Private Capital
North Carolina
-$1.18M
3
Wells Fargo
Wells Fargo
California
-$753K
4
GM
GeoWealth Management
Illinois
-$748K
5
KFS
Kelly Financial Services
Massachusetts
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$787K +$185K +3,460 +31%
LFG
52
Lockerman Financial Group
California
$750K -$2.03K -38 -0.3%
ATC
53
Argent Trust Co
Tennessee
$746K -$49.6K -926 -6%
CAAS
54
Capital Asset Advisory Services
Michigan
$741K -$24.7K -462 -3%
PS
55
Principal Securities
Iowa
$692K -$38.2K -713 -5%
RWPA
56
Richard W. Paul & Associates
Michigan
$665K -$79.3K -1,481 -11%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$656K +$657K +12,273 New
SOS
58
Silver Oak Securities
Tennessee
$648K +$856 +16 +0.1%
ACM
59
Absolute Capital Management
Pennsylvania
$545K +$20.8K +389 +4%
Stifel Financial
60
Stifel Financial
Missouri
$537K -$18.5K -346 -3%
CP
61
Castleview Partners
Texas
$521K +$25K +467 +5%
SWM
62
Silverlake Wealth Management
Vermont
$481K -$13.3K -248 -3%
CCG
63
Capital CS Group
California
$471K +$52.6K +982 +13%
TCM
64
Triumph Capital Management
Colorado
$466K -$99.2K -1,853 -18%
AFG
65
Atomi Financial Group
New York
$422K -$330K -6,172 -44%
FA
66
FSA Advisors
Michigan
$382K +$1.07K +20 +0.3%
AF
67
Allworth Financial
California
$377K +$365K +6,814 New
Creative Planning
68
Creative Planning
Kansas
$366K – – –
FPCP
69
Fort Point Capital Partners
California
$356K – – –
PCS
70
Private Client Services
Kentucky
$351K -$17.3K -324 -5%
AI
71
Atria Investments
North Carolina
$350K -$185K -3,452 -35%
Truist Financial
72
Truist Financial
North Carolina
$340K -$16.5K -309 -5%
MW
73
Maia Wealth
Colorado
$312K -$7.39K -138 -2%
VAG
74
VisionPoint Advisory Group
Texas
$300K -$7.33K -137 -2%
MCM
75
M1 Capital Management
Michigan
$287K +$288K +5,377 New
1 2
3
4 5

XLSR Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q4 2024, worth a combined $647M — up 8.8% from $595M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XLSR positions and 4 closed out — a net gain of 12 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $10.5M. The largest seller was Hibernia Wealth Partners, cutting an estimated $12.2M.

  • 104 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $647M of State Street US Sector Rotation ETF stock for Q4 2024, up 8.8% quarter-over-quarter.
  • 16 funds opened new State Street US Sector Rotation ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $10.5M added.
  • The largest State Street US Sector Rotation ETF seller in Q4 2024 was Hibernia Wealth Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.