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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

62 hedge funds and large institutions have $172M invested in SPDR SSGA US Sector Rotation ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
21
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.7M
2
LPL Financial
2
LPL Financial
California
$58M
3
SIA
3
SkyView Investment Advisors
New Jersey
$1.9M
4
FCAG
4
First Capital Advisors Group
New Jersey
$1.9M
5
GM
5
GeoWealth Management
Illinois
$5.33M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.72M
2
RCM
2
Raleigh Capital Management
North Carolina
$1.97M
3
CP
3
Castleview Partners
Texas
$194K
4
FFN
4
Focus Financial Network
Minnesota
$515K
5
APC
5
Aspire Private Capital
North Carolina
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$58M 1,615,463 +163,140 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.7M 799,919 +199,592 +33%
CFO
3
Capitol Family Office
Oregon
$13.6M 378,803 +7,151 +2%
APC
4
Aspire Private Capital
North Carolina
$11.6M 323,091 -10,719 -3%
PAS
5
Park Avenue Securities
New York
$11M 306,998 +19,829 +7%
AWM
6
AE Wealth Management
Kansas
$5.39M 150,114 +15,746 +12%
GM
7
GeoWealth Management
Illinois
$5.33M 148,476 +32,771 +28%
CW
8
CreativeOne Wealth
Kansas
$2.89M 80,496 -4,763 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.73M 76,067 +10,848 +17%
AWM
10
Axxcess Wealth Management
California
$2.38M 66,143 +4,407 +7%
T
11
TRUADVICE
Florida
$2.15M 54,936 +231 +0.4%
RCM
12
Raleigh Capital Management
North Carolina
$1.97M 54,903 -18,738 -25%
SIA
13
SkyView Investment Advisors
New Jersey
$1.9M 52,834 +52,834 New
FCAG
14
First Capital Advisors Group
New Jersey
$1.9M 52,834 +52,834 New
KAS
15
Kestra Advisory Services
Texas
$1.82M 50,713 +1,049 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.73M 48,108 +247 +0.5%
SS
17
Simplicity Solutions
Minnesota
$1.72M 47,800 -169,648 -78%
FFWM
18
Future Financial Wealth Management
Ohio
$1.35M 35,343 +285 +0.8%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.3M 36,274 +6,644 +22%
AC
20
Apella Capital
Connecticut
$1.2M 33,269 +131 +0.4%
NA
21
NewEdge Advisors
Louisiana
$1.17M 32,512 +1,902 +6%
PAG
22
Private Advisor Group
New Jersey
$1.03M 28,738 -1,609 -5%
MPW
23
MGO Private Wealth
California
$972K 27,063 +27,063 New
AWS
24
Atria Wealth Solutions
New York
$653K 18,182 +10,308 +131%
CAAS
25
Capital Asset Advisory Services
Michigan
$589K 16,411 -6,451 -28%
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