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State Street US Sector Rotation ETF

115 hedge funds and large institutions have $787M invested in State Street US Sector Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $722M → $787M (+$64.7M)

3% more funds holding

Funds holding: 112115 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

2.15% less ownership

Funds ownership: 96.62%94.46% (-2.2%)

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
43
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Principal Securities
Iowa
$805K +$3.08K +54 +0.4%
SWP
52
Stratos Wealth Partners
Ohio
$797K -$63.9K -1,120 -8%
SIG
53
Spinnaker Investment Group
California
$724K +$693K +12,150 New
SOS
54
Silver Oak Securities
Tennessee
$724K +$1.08K +19 +0.2%
CAAS
55
Capital Asset Advisory Services
Michigan
$717K -$17.7K -310 -3%
RWPA
56
Richard W. Paul & Associates
Michigan
$703K -$11.7K -205 -2%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$691K +$661K +11,591 New
TCM
58
Triumph Capital Management
Colorado
$673K +$5.99K +105 +0.9%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$650K -$63K -1,105 -9%
Stifel Financial
60
Stifel Financial
Missouri
$644K -$7.19K -126 -1%
KFS
61
Kelly Financial Services
Massachusetts
$632K -$18.9K -331 -3%
CCG
62
Capital CS Group
California
$628K +$66.8K +1,172 +13%
FI
63
FWG Investments
Kentucky
$579K -$128K -2,253 -19%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$566K -$3.2M -56,169 -86%
CFD
65
Creative Financial Designs
Indiana
$547K +$378K +6,635 +261%
JWCA
66
J.W. Cole Advisors
Florida
$491K +$470K +8,245 New
AI
67
Atria Investments
North Carolina
$480K +$15.6K +273 +4%
TVM
68
True Vision MN
Minnesota
$446K -$4.33K -76 -1%
FHC
69
First Heartland Consultants
Missouri
$437K +$26.3K +461 +7%
NP
70
NorthRock Partners
Minnesota
$409K +$57 +1 +0%
Truist Financial
71
Truist Financial
North Carolina
$409K -$6.9K -121 -2%
Creative Planning
72
Creative Planning
Kansas
$408K
SWM
73
Silverlake Wealth Management
Vermont
$404K -$3.37K -59 -0.9%
AFG
74
Atomi Financial Group
New York
$397K -$10.7K -187 -3%
JCM
75
J2 Capital Management
Michigan
$392K +$134K +2,357 +56%