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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

83 hedge funds and large institutions have $408M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
83
Holders Change
+14
Holders Change %
+20.29%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
18
Increased
32
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$149M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$36.4M
3
HWP
3
Hibernia Wealth Partners
Louisiana
$9.84M
4
TC
4
TAP Consulting
Missouri
$4.58M
5
AWM
5
AE Wealth Management
Kansas
$19.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.21M
2
CCG
2
Capital CS Group
California
$0
3
APC
3
Aspire Private Capital
North Carolina
$12.7M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.64M
5
CA
5
Cetera Advisors
Colorado
$2.76M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$149M 3,259,642 +1,072,431 +49%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.6M 1,040,074 +46,436 +5%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$36.4M 795,142 +220,765 +38%
AWM
4
AE Wealth Management
Kansas
$19.6M 418,888 +88,214 +27%
PAS
5
Park Avenue Securities
New York
$16.7M 364,281 +11,222 +3%
APC
6
Aspire Private Capital
North Carolina
$12.7M 278,403 -26,319 -9%
GM
7
GeoWealth Management
Illinois
$11.6M 253,764 +22,910 +10%
HWP
8
Hibernia Wealth Partners
Louisiana
$9.84M 214,986 +214,986 New
NA
9
NewEdge Advisors
Louisiana
$8.42M 183,734 +30,500 +20%
HI
10
Harbour Investments
Wisconsin
$5.78M 126,335 -4,797 -4%
Morgan Stanley
11
Morgan Stanley
New York
$5.34M 116,786 +73,770 +171%
PAG
12
Private Advisor Group
New Jersey
$5.22M 114,148 +43,693 +62%
IPWA
13
International Private Wealth Advisors
California
$5.07M 110,904 +110,904 New
AWM
14
Axxcess Wealth Management
California
$4.68M 102,205 -1,462 -1%
TC
15
TAP Consulting
Missouri
$4.58M 100,002 +94,782 +1,816%
FIA
16
Foundations Investment Advisors
Arizona
$4.57M 97,544 -509 -0.5%
MWM
17
Mosley Wealth Management
California
$4.12M 89,957 +89,957 New
RCM
18
Raleigh Capital Management
North Carolina
$4.1M 89,611 +3,464 +4%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.54M 77,391 +9,810 +15%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.08M 67,195 -4,234 -6%
CW
21
CreativeOne Wealth
Kansas
$2.82M 61,679 -1,215 -2%
CA
22
Cetera Advisors
Colorado
$2.76M 60,215 -7,626 -11%
LIG
23
Lokken Investment Group
Delaware
$2.39M 52,200 +1,755 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.21M 48,255 -63,691 -57%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.08M 45,466 -450 -1%
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