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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

92 hedge funds and large institutions have $595M invested in SPDR SSGA US Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
9
Increased
52
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$79.1M
2
GM
2
GeoWealth Management
Illinois
$15.1M
3
LPL Financial
3
LPL Financial
California
$209M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$7.4M
5
AWA
5
Authentikos Wealth Advisory
California
$5.64M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$5.05M
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
UWM
3
USAdvisors Wealth Management
Minnesota
$0
4
MWM
4
Maripau Wealth Management
Indiana
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$209M 4,039,488 +166,370 +4%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$79.1M 1,526,940 +297,438 +24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.8M 1,173,840 +68,413 +6%
HWP
4
Hibernia Wealth Partners
Louisiana
$23.1M 445,909 +9,680 +2%
PAS
5
Park Avenue Securities
New York
$21.2M 408,809 +14,444 +4%
GM
6
GeoWealth Management
Illinois
$15.1M 290,611 +224,871 +342%
APC
7
Aspire Private Capital
North Carolina
$13.3M 256,842 +10,431 +4%
NA
8
NewEdge Advisors
Louisiana
$12.5M 240,653 +26,014 +12%
LWMI
9
Landmark Wealth Management (Illinois)
Illinois
$12.1M 232,958 +21,529 +10%
Mariner
10
Mariner
Kansas
$9.76M 188,297 +26,341 +16%
HI
11
Harbour Investments
Wisconsin
$8.63M 166,516 +26,013 +19%
MWM
12
Mosley Wealth Management
California
$8.49M 161,363 +26,864 +20%
FIA
13
Foundations Investment Advisors
Arizona
$8.09M 156,142 +20,623 +15%
SHJ
14
Sharkey, Howes & Javer
Colorado
$7.4M 142,778 +142,778 New
SA
15
Sanctuary Advisors
Indiana
$6.18M 113,616 +18,739 +20%
RCM
16
Raleigh Capital Management
North Carolina
$5.93M 114,456 +15,606 +16%
AWA
17
Authentikos Wealth Advisory
California
$5.64M 108,854 +108,854 New
AWM
18
Axxcess Wealth Management
California
$5.56M 107,304 -2,943 -3%
TC
19
TAP Consulting
Missouri
$5.24M 101,014 +1,442 +1%
PAG
20
Private Advisor Group
New Jersey
$5.05M 97,402 -23,813 -20%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.83M 93,101 -2,082 -2%
AWM
22
AE Wealth Management
Kansas
$4.76M 91,919 +3,076 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.73M 91,031 +4,581 +5%
Morgan Stanley
24
Morgan Stanley
New York
$4.36M 84,137 +7,342 +10%
CW
25
CreativeOne Wealth
Kansas
$3.58M 69,095 +11,069 +19%
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