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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 %
NL
76
NWAM LLC
Washington
$271K – – –
T
77
Transce3nd
Texas
$260K +$260K +4,865 New
Citadel Advisors
78
Citadel Advisors
Florida
$259K -$684K -12,795 -73%
GVAG
79
Great Valley Advisor Group
Delaware
$256K +$256K +4,799 New
TVM
80
True Vision MN
Minnesota
$243K -$17.3K -323 -7%
MWM
81
Maripau Wealth Management
Indiana
$233K +$233K +4,364 New
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$6.73K -126 -3%
JCM
83
J2 Capital Management
Michigan
$227K +$227K +4,241 New
SAM
84
Smartleaf Asset Management
Massachusetts
$164K +$77K +1,435 +88%
TCM
85
TD Capital Management
Tennessee
$164K +$107 +2 +0.1%
MIA
86
MeadowBrook Investment Advisors
Michigan
$134K +$134K +2,509 New
RFS
87
Richardson Financial Services
Massachusetts
$113K -$114K -2,134 -50%
Osaic Holdings
88
Osaic Holdings
Arizona
$109K -$486K -9,092 -82%
FFA
89
Farther Finance Advisors
California
$106K +$20.7K +387 +24%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$79.2K +$12.7K +238 +19%
FFA
91
Frazier Financial Advisors
Ohio
$38.2K +$107 +2 +0.3%
AGWCA
92
Annis Gardner Whiting Capital Advisors
Florida
$27.6K – – –
GRP
93
Global Retirement Partners
California
$25.3K -$5.77K -108 -19%
RFG
94
REAP Financial Group
Texas
$25K +$53 +1 +0.2%
Q1WB
95
Quest 10 Wealth Builders
Virginia
$19K +$19K +355 New
Wells Fargo
96
Wells Fargo
California
$14K -$753K -14,076 -98%
CA
97
CoreCap Advisors
Michigan
$12.1K +$53 +1 +0.4%
PTC
98
Private Trust Company
Ohio
$10.7K – – –
C
99
Covestor
United Kingdom
$10K +$2.06K +37 +26%
FFWM
100
Future Financial Wealth Management
Ohio
$9.67K – – –
1 2 3
4
5