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State Street US Sector Rotation ETF

109 hedge funds and large institutions have $610M invested in State Street US Sector Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

5% more funds holding

Funds holding: 104109 (+5)

4.64% less ownership

Funds ownership: 97.45%92.81% (-4.6%)

6% less capital invested

Capital invested by funds: $647M → $610M (-$37.3M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
14
Increased
58
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
M1 Capital Management
Michigan
$287K +$15.1K +281 +5%
VAG
77
VisionPoint Advisory Group
Texas
$280K -$6.43K -120 -2%
MW
78
Maia Wealth
Colorado
$277K +$1.66K +31 +0.5%
NL
79
NWAM LLC
Washington
$275K +$17.9K +335 +7%
Osaic Holdings
80
Osaic Holdings
Arizona
$271K +$177K +3,299 +161%
GVAG
81
Great Valley Advisor Group
Delaware
$252K +$8.73K +163 +3%
KDA
82
Kraft Davis & Associates
Missouri
$239K -$4.21M -78,656 -94%
SAM
83
Smartleaf Asset Management
Massachusetts
$228K +$78K +1,457 +48%
JCM
84
J2 Capital Management
Michigan
$215K
MWM
85
Maripau Wealth Management
Indiana
$204K -$19K -354 -8%
T
86
Transce3nd
Texas
$177K -$74K -1,381 -28%
MIA
87
MeadowBrook Investment Advisors
Michigan
$127K
RFS
88
Richardson Financial Services
Massachusetts
$107K
CFD
89
Creative Financial Designs
Indiana
$78.2K +$82.5K +1,540 New
FFA
90
Farther Finance Advisors
California
$72.6K -$29.7K -554 -28%
TCM
91
TD Capital Management
Tennessee
$69.3K -$90.9K -1,697 -55%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$63.2K -$12.7K -238 -16%
PTC
93
Private Trust Company
Ohio
$50.7K +$42.8K +799 +400%
Wells Fargo
94
Wells Fargo
California
$48.5K +$37.2K +694 +265%
FFA
95
Frazier Financial Advisors
Ohio
$36.1K
AGWCA
96
Annis Gardner Whiting Capital Advisors
Florida
$26.2K
RFG
97
REAP Financial Group
Texas
$23.8K
Q1WB
98
Quest 10 Wealth Builders
Virginia
$18.9K +$964 +18 +5%
HFS
99
Hantz Financial Services
Michigan
$16K +$17K +318 New
CA
100
CoreCap Advisors
Michigan
$13.7K +$2.3K +43 +19%

XLSR Hedge Fund Activity: Q1 2025 in Review

109 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2025, worth a combined $610M — down 5.8% from $647M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XLSR positions and 6 closed out — a net gain of 8 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.2M. The largest seller was GeoWealth Management, cutting an estimated $11.7M.

  • 109 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2025, up from 104 in Q4 2024.
  • Funds reported $610M of State Street US Sector Rotation ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 14 funds opened new State Street US Sector Rotation ETF positions in Q1 2025 and 6 closed out, a net change of +8 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q1 2025 was LPL Financial, an estimated $10.2M added.
  • The largest State Street US Sector Rotation ETF seller in Q1 2025 was GeoWealth Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2025.