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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

67 hedge funds and large institutions have $260M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
36
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$53.4M
2
LPL Financial
2
LPL Financial
California
$86.2M
3
HI
3
Harbour Investments
Wisconsin
$5.39M
4
FIA
4
Foundations Investment Advisors
Arizona
$4.23M
5
AWM
5
AE Wealth Management
Kansas
$13.9M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWS
2
Atria Wealth Solutions
New York
$1.01M
3
APC
3
Aspire Private Capital
North Carolina
$14.3M
4
CW
4
CreativeOne Wealth
Kansas
$2.65M
5
CRI
5
Colonial River Investments
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$86.2M 1,988,309 +251,799 +15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$53.4M 1,232,424 +252,030 +26%
PAS
3
Park Avenue Securities
New York
$14.3M 330,549 +9,388 +3%
APC
4
Aspire Private Capital
North Carolina
$14.3M 329,295 -13,439 -4%
AWM
5
AE Wealth Management
Kansas
$13.9M 320,609 +42,470 +15%
GM
6
GeoWealth Management
Illinois
$9.57M 220,684 +17,033 +8%
HI
7
Harbour Investments
Wisconsin
$5.39M 124,374 +118,283 +1,942%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.85M 111,956 +18,598 +20%
AWM
9
Axxcess Wealth Management
California
$4.25M 98,091 +8,261 +9%
FIA
10
Foundations Investment Advisors
Arizona
$4.23M 97,469 +97,469 New
RCM
11
Raleigh Capital Management
North Carolina
$3.42M 78,765 +4,466 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.72M 62,635 +7,575 +14%
CW
13
CreativeOne Wealth
Kansas
$2.65M 61,124 -11,254 -16%
NA
14
NewEdge Advisors
Louisiana
$2.56M 59,017 +14,820 +34%
KAS
15
Kestra Advisory Services
Texas
$2.46M 56,684 -448 -0.8%
T
16
TRUADVICE
Florida
$2.33M 53,668 +119 +0.2%
OWA
17
Outlook Wealth Advisors
Texas
$1.95M 45,027 -1,883 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.84M 42,474 -3,971 -9%
PAG
19
Private Advisor Group
New Jersey
$1.82M 41,807 -1,106 -3%
APW
20
Austin Private Wealth
Texas
$1.73M 39,965 +1,078 +3%
LIG
21
Lokken Investment Group
Delaware
$1.7M 39,102 +1,948 +5%
CCG
22
Capital CS Group
California
$1.62M 37,365 +32,199 +623%
Morgan Stanley
23
Morgan Stanley
New York
$1.58M 36,483 +34,972 +2,314%
KFS
24
Kelly Financial Services
Massachusetts
$1.53M 35,183 +301 +0.9%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.47M 33,914 +3,404 +11%
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