XLSR icon

SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

54 hedge funds and large institutions have $167M invested in SPDR SSGA US Sector Rotation ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
25
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFO
1
Capitol Family Office
Oregon
$14.2M
2
LPL Financial
2
LPL Financial
California
$55.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.9M
4
AWM
4
Axxcess Wealth Management
California
$2.35M
5
PAS
5
Park Avenue Securities
New York
$10.9M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$8.28M
2
CW
2
CreativeOne Wealth
Kansas
$3.25M
3
SPC
3
Sigma Planning Corp
Michigan
$561K
4
CAAS
4
Capital Asset Advisory Services
Michigan
$871K
5
RCM
5
Raleigh Capital Management
North Carolina
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$55.3M 1,452,323 +259,557 +22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.9M 600,327 +111,271 +23%
CFO
3
Capitol Family Office
Oregon
$14.2M 371,652 +371,652 New
APC
4
Aspire Private Capital
North Carolina
$12.7M 333,810 +11,145 +3%
PAS
5
Park Avenue Securities
New York
$10.9M 287,169 +26,122 +10%
SS
6
Simplicity Solutions
Minnesota
$8.28M 217,448 -56,477 -21%
AWM
7
AE Wealth Management
Kansas
$5.12M 134,368 +9,903 +8%
GM
8
GeoWealth Management
Illinois
$4.41M 115,705 +6,666 +6%
CW
9
CreativeOne Wealth
Kansas
$3.25M 85,259 -20,444 -19%
RCM
10
Raleigh Capital Management
North Carolina
$2.8M 73,641 -11,207 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.48M 65,219 +7,669 +13%
AWM
12
Axxcess Wealth Management
California
$2.35M 61,736 +27,437 +80%
T
13
TRUADVICE
Florida
$2.25M 54,705 -30 -0.1%
KAS
14
Kestra Advisory Services
Texas
$1.89M 49,664 +6,043 +14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.82M 47,861 -173 -0.4%
FFWM
16
Future Financial Wealth Management
Ohio
$1.59M 35,058 – –
AC
17
Apella Capital
Connecticut
$1.26M 33,138 -4,743 -13%
NA
18
NewEdge Advisors
Louisiana
$1.17M 30,610 +8,835 +41%
PAG
19
Private Advisor Group
New Jersey
$1.16M 30,347 +431 +1%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.13M 29,630 +19,294 +187%
FFN
21
Focus Financial Network
Minnesota
$1.03M 26,954 +142 +0.5%
CAAS
22
Capital Asset Advisory Services
Michigan
$871K 22,862 -11,279 -33%
SAM
23
Strategic Asset Management
Minnesota
$668K 17,545 – –
KFS
24
Kelly Financial Services
Massachusetts
$650K 17,063 +4,121 +32%
SWM
25
Silverlake Wealth Management
Vermont
$620K 16,276 -136 -0.8%
1
2 3