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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

88 hedge funds and large institutions have $450M invested in SPDR SSGA US Sector Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 3 closing their positions.

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
43
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$174M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$49.5M
3
Mariner
3
Mariner
Kansas
$3.44M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.36M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$53.3M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$3.98M
2
IPWA
2
International Private Wealth Advisors
California
$460K
3
Morgan Stanley
3
Morgan Stanley
New York
$3.02M
4
APC
4
Aspire Private Capital
North Carolina
$12.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$914K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$174M 3,495,333 +235,691 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$53.3M 1,069,766 +29,692 +3%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$49.5M 991,960 +196,818 +25%
PAS
4
Park Avenue Securities
New York
$19M 381,687 +17,406 +5%
GM
5
GeoWealth Management
Illinois
$12.9M 258,383 +4,619 +2%
APC
6
Aspire Private Capital
North Carolina
$12.5M 250,321 -28,082 -10%
HWP
7
Hibernia Wealth Partners
Louisiana
$10.2M 204,279 -10,707 -5%
NA
8
NewEdge Advisors
Louisiana
$10.2M 204,019 +20,285 +11%
HI
9
Harbour Investments
Wisconsin
$6.3M 126,419 +84 +0.1%
PAG
10
Private Advisor Group
New Jersey
$5.96M 119,459 +5,311 +5%
AWM
11
Axxcess Wealth Management
California
$5.6M 112,385 +10,180 +10%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.36M 107,521 +62,055 +136%
FIA
13
Foundations Investment Advisors
Arizona
$5.35M 107,255 +9,711 +10%
MWM
14
Mosley Wealth Management
California
$5.23M 104,923 +14,966 +17%
TC
15
TAP Consulting
Missouri
$5.01M 100,447 +445 +0.4%
RCM
16
Raleigh Capital Management
North Carolina
$4.7M 94,258 +4,647 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.15M 83,224 +5,833 +8%
AWM
18
AE Wealth Management
Kansas
$3.98M 79,823 -339,065 -81%
Mariner
19
Mariner
Kansas
$3.44M 69,063 +69,063 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.34M 67,014 -181 -0.3%
CW
21
CreativeOne Wealth
Kansas
$3.04M 60,914 -765 -1%
Morgan Stanley
22
Morgan Stanley
New York
$3.02M 60,484 -56,302 -48%
APW
23
Austin Private Wealth
Texas
$2.58M 52,173 +10,725 +26%
LIG
24
Lokken Investment Group
Delaware
$2.58M 51,706 -494 -0.9%
CA
25
Cetera Advisors
Colorado
$2.44M 49,002 -11,213 -19%
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