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State Street US Sector Rotation ETF

112 hedge funds and large institutions have $722M invested in State Street US Sector Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

18% more capital invested

Capital invested by funds: $610M → $722M (+$112M)

3.8% more ownership

Funds ownership: 92.81%96.62% (+3.8%)

3% more funds holding

Funds holding: 109112 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
12
Increased
49
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
76
Maia Wealth
Colorado
$314K -$1.28K -25 -0.4%
NL
77
NWAM LLC
Washington
$303K
VAG
78
VisionPoint Advisory Group
Texas
$299K -$3.58K -70 -1%
SAM
79
Smartleaf Asset Management
Massachusetts
$294K +$43.7K +855 +19%
Raymond James Financial
80
Raymond James Financial
Florida
$285K +$265K +5,189 New
MCM
81
M1 Capital Management
Michigan
$279K -$29.5K -577 -10%
KWM
82
Kingsview Wealth Management
Oregon
$255K -$299K -5,852 -56%
Osaic Holdings
83
Osaic Holdings
Arizona
$249K -$41.6K -815 -15%
JCM
84
J2 Capital Management
Michigan
$232K -$919 -18 -0.4%
AF
85
Allworth Financial
California
$223K -$129K -2,517 -38%
EWM
86
Evolution Wealth Management
Florida
$213K +$198K +3,872 New
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$197K +3,862 New
MWM
88
Maripau Wealth Management
Indiana
$211K -$8.38K -164 -4%
T
89
Transce3nd
Texas
$208K +$15.4K +302 +9%
CFD
90
Creative Financial Designs
Indiana
$140K +$51.3K +1,005 +65%
MIA
91
MeadowBrook Investment Advisors
Michigan
$138K
RFS
92
Richardson Financial Services
Massachusetts
$116K
FFA
93
Farther Finance Advisors
California
$96.2K +$16.8K +328 +23%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$91.7K +$21.7K +425 +34%
PTC
95
Private Trust Company
Ohio
$86.4K +$29.3K +574 +57%
TCM
96
TD Capital Management
Tennessee
$75K
ACA
97
Aptus Capital Advisors
Alabama
$63.2K +$58.7K +1,150 New
Wells Fargo
98
Wells Fargo
California
$59.9K +$6.84K +134 +14%
FFA
99
Frazier Financial Advisors
Ohio
$39.1K +$51 +1 +0.1%
CA
100
CoreCap Advisors
Michigan
$34.1K +$17.9K +351 +130%

XLSR Hedge Fund Activity: Q2 2025 in Review

112 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q2 2025, worth a combined $722M — up 18% from $610M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XLSR positions and 9 closed out — a net gain of 3 holders — while 49 added to existing stakes and 37 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $1.21M sold.

  • 112 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q2 2025, up from 109 in Q1 2025.
  • Funds reported $722M of State Street US Sector Rotation ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 12 funds opened new State Street US Sector Rotation ETF positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q2 2025 was LPL Financial, an estimated $13.1M added.
  • The largest State Street US Sector Rotation ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2025.