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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

59 hedge funds and large institutions have $187M invested in SPDR SSGA US Sector Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 14 closing their positions.

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
29
Reduced
12
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$70.3M
2
AWM
2
AE Wealth Management
Kansas
$9.51M
3
MPW
3
MGO Private Wealth
California
$3.77M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$33M
5
GM
5
GeoWealth Management
Illinois
$7.46M

Top Sellers

1
CFO
1
Capitol Family Office
Oregon
$0
2
SIA
2
SkyView Investment Advisors
New Jersey
$0
3
FCAG
3
First Capital Advisors Group
New Jersey
$0
4
FFWM
4
Future Financial Wealth Management
Ohio
$0
5
FFN
5
Focus Financial Network
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$70.3M 1,805,994 +190,531 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33M 847,604 +47,685 +6%
APC
3
Aspire Private Capital
North Carolina
$12.7M 326,369 +3,278 +1%
PAS
4
Park Avenue Securities
New York
$12.1M 311,230 +4,232 +1%
AWM
5
AE Wealth Management
Kansas
$9.51M 244,429 +94,315 +63%
GM
6
GeoWealth Management
Illinois
$7.46M 191,695 +43,219 +29%
MPW
7
MGO Private Wealth
California
$3.77M 96,767 +69,704 +258%
AWM
8
Axxcess Wealth Management
California
$3.39M 87,163 +21,020 +32%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.27M 84,061 +7,994 +11%
CW
10
CreativeOne Wealth
Kansas
$2.98M 76,487 -4,009 -5%
RCM
11
Raleigh Capital Management
North Carolina
$2.42M 62,214 +7,311 +13%
KAS
12
Kestra Advisory Services
Texas
$2.23M 57,272 +6,559 +13%
T
13
TRUADVICE
Florida
$2.05M 50,956 -3,980 -7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.67M 42,983 -5,125 -11%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.52M 39,089 +2,815 +8%
SS
16
Simplicity Solutions
Minnesota
$1.35M 34,583 -13,217 -28%
AC
17
Apella Capital
Connecticut
$1.22M 31,369 -1,900 -6%
APW
18
Austin Private Wealth
Texas
$1.22M 31,359 +25,283 +416%
KFS
19
Kelly Financial Services
Massachusetts
$1.11M 28,600 +15,311 +115%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.08M 27,703 +27,703 New
AWS
21
Atria Wealth Solutions
New York
$1.02M 26,339 +8,157 +45%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$972K 24,987 +24,987 New
RWPA
23
Richard W. Paul & Associates
Michigan
$949K 24,380 +24,380 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$871K 22,393 +11,761 +111%
BWP
25
Balboa Wealth Partners
Arizona
$851K 21,880 +7,517 +52%
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