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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

69 hedge funds and large institutions have $281M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
33
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$90.3M
2
NA
2
NewEdge Advisors
Louisiana
$6.32M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.95M
4
CA
4
Cetera Advisors
Colorado
$2.8M
5
PAG
5
Private Advisor Group
New Jersey
$2.91M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41M
2
APC
2
Aspire Private Capital
North Carolina
$12.6M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$0
4
T
4
TRUADVICE
Florida
$1.41M
5
KAS
5
Kestra Advisory Services
Texas
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$90.3M 2,187,211 +198,902 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41M 993,638 -238,786 -19%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$23.7M 574,377 +574,377 New
PAS
4
Park Avenue Securities
New York
$14.6M 353,059 +22,510 +7%
AWM
5
AE Wealth Management
Kansas
$13.6M 330,674 +10,065 +3%
APC
6
Aspire Private Capital
North Carolina
$12.6M 304,722 -24,573 -7%
GM
7
GeoWealth Management
Illinois
$9.53M 230,854 +10,170 +5%
NA
8
NewEdge Advisors
Louisiana
$6.32M 153,234 +94,217 +160%
HI
9
Harbour Investments
Wisconsin
$5.41M 131,132 +6,758 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.62M 111,946 -10 -0%
AWM
11
Axxcess Wealth Management
California
$4.28M 103,667 +5,576 +6%
FIA
12
Foundations Investment Advisors
Arizona
$4.05M 98,053 +584 +0.6%
RCM
13
Raleigh Capital Management
North Carolina
$3.56M 86,147 +7,382 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.95M 71,429 +53,781 +305%
PAG
15
Private Advisor Group
New Jersey
$2.91M 70,455 +28,648 +69%
CA
16
Cetera Advisors
Colorado
$2.8M 67,841 +50,798 +298%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.8M 67,581 +4,946 +8%
CW
18
CreativeOne Wealth
Kansas
$2.6M 62,894 +1,770 +3%
LIG
19
Lokken Investment Group
Delaware
$2.08M 50,445 +11,343 +29%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.89M 45,916 +12,002 +35%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.81M 43,869 +1,395 +3%
Morgan Stanley
22
Morgan Stanley
New York
$1.78M 43,016 +6,533 +18%
OWA
23
Outlook Wealth Advisors
Texas
$1.77M 42,934 -2,093 -5%
KAS
24
Kestra Advisory Services
Texas
$1.72M 41,646 -15,038 -27%
APW
25
Austin Private Wealth
Texas
$1.71M 41,344 +1,379 +3%
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