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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

62 hedge funds and large institutions have $203M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
31
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.4M
2
OWA
2
Outlook Wealth Advisors
Texas
$1.88M
3
LIG
3
Lokken Investment Group
Delaware
$1.49M
4
AWM
4
AE Wealth Management
Kansas
$11.2M
5
APC
5
Aspire Private Capital
North Carolina
$13.8M

Top Sellers

1
MPW
1
MGO Private Wealth
California
$0
2
LPL Financial
2
LPL Financial
California
$69.7M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
RA
5
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$69.7M -$2.79M -69,484 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$39.4M +$5.33M +132,790 +16%
APC
3
Aspire Private Capital
North Carolina
$13.8M +$657K +16,365 +5%
PAS
4
Park Avenue Securities
New York
$12.9M +$399K +9,931 +3%
AWM
5
AE Wealth Management
Kansas
$11.2M +$1.35M +33,710 +14%
GM
6
GeoWealth Management
Illinois
$8.18M +$480K +11,956 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.75M +$373K +9,297 +11%
AWM
8
Axxcess Wealth Management
California
$3.61M +$107K +2,667 +3%
RCM
9
Raleigh Capital Management
North Carolina
$2.98M +$485K +12,085 +19%
CW
10
CreativeOne Wealth
Kansas
$2.91M -$165K -4,109 -5%
KAS
11
Kestra Advisory Services
Texas
$2.29M -$5.62K -140 -0.2%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.21M +$641K +15,971 +41%
T
13
TRUADVICE
Florida
$2.16M +$105K +2,593 +5%
OWA
14
Outlook Wealth Advisors
Texas
$1.88M +$1.88M +46,910 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.87M +$139K +3,462 +8%
NA
16
NewEdge Advisors
Louisiana
$1.77M -$13.6K -339 -0.8%
PAG
17
Private Advisor Group
New Jersey
$1.72M -$127K -3,153 -7%
APW
18
Austin Private Wealth
Texas
$1.56M +$302K +7,528 +24%
LIG
19
Lokken Investment Group
Delaware
$1.49M +$1.49M +37,154 New
AWS
20
Atria Wealth Solutions
New York
$1.48M +$421K +10,486 +40%
KFS
21
Kelly Financial Services
Massachusetts
$1.4M +$252K +6,282 +22%
SS
22
Simplicity Solutions
Minnesota
$1.23M -$155K -3,860 -11%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.23M +$222K +5,523 +22%
RWPA
24
Richard W. Paul & Associates
Michigan
$965K -$13.7K -341 -1%
WFAG
25
Worth Financial Advisory Group
North Carolina
$896K +$196K +4,886 +28%
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