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State Street US Sector Rotation ETF

109 hedge funds and large institutions have $610M invested in State Street US Sector Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

5% more funds holding

Funds holding: 104109 (+5)

4.64% less ownership

Funds ownership: 97.45%92.81% (-4.6%)

6% less capital invested

Capital invested by funds: $647M → $610M (-$37.3M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
14
Increased
58
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$220M +$10.2M +190,800 +5%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$88.7M +$5M +93,393 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$74.2M +$4.91M +91,746 +7%
PAS
4
Park Avenue Securities
New York
$21.9M +$573K +10,698 +3%
NA
5
NewEdge Advisors
Louisiana
$14.2M +$1.98M +37,027 +15%
LWMI
6
Landmark Wealth Management (Illinois)
Illinois
$12.9M +$995K +18,578 +8%
APC
7
Aspire Private Capital
North Carolina
$11.7M -$213K -3,975 -2%
Mariner
8
Mariner
Kansas
$11M +$240K +4,487 +2%
HWP
9
Hibernia Wealth Partners
Louisiana
$10.7M -$374K -6,981 -3%
FIA
10
Foundations Investment Advisors
Arizona
$9.63M +$447K +8,347 +5%
APW
11
Austin Private Wealth
Texas
$9.05M +$6.08M +113,526 +175%
HI
12
Harbour Investments
Wisconsin
$8.77M +$266K +4,957 +3%
SAW
13
Signal Advisors Wealth
Michigan
$8.73M +$523K +9,766 +6%
SHJ
14
Sharkey, Howes & Javer
Colorado
$8.17M +$145K +2,700 +2%
RCM
15
Raleigh Capital Management
North Carolina
$6.47M +$630K +11,766 +10%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$5.75M +$1.12M +20,950 +23%
SA
17
Sanctuary Advisors
Indiana
$5.71M -$148K -2,768 -2%
AWM
18
AE Wealth Management
Kansas
$5.38M +$603K +11,261 +12%
AWM
19
Axxcess Wealth Management
California
$5.11M +$191K +3,559 +4%
CW
20
CreativeOne Wealth
Kansas
$5.02M +$743K +13,878 +16%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.58M +$27.6K +516 +0.6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.37M -$104K -1,933 -3%
PAG
23
Private Advisor Group
New Jersey
$3.34M -$1.87M -34,830 -35%
GM
24
GeoWealth Management
Illinois
$2.99M -$11.7M -217,774 -79%
NA
25
Novus Advisors
South Carolina
$2.93M +$148K +2,759 +5%

XLSR Hedge Fund Activity: Q1 2025 in Review

109 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2025, worth a combined $610M — down 5.8% from $647M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XLSR positions and 6 closed out — a net gain of 8 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.2M. The largest seller was GeoWealth Management, cutting an estimated $11.7M.

  • 109 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2025, up from 104 in Q4 2024.
  • Funds reported $610M of State Street US Sector Rotation ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 14 funds opened new State Street US Sector Rotation ETF positions in Q1 2025 and 6 closed out, a net change of +8 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q1 2025 was LPL Financial, an estimated $10.2M added.
  • The largest State Street US Sector Rotation ETF seller in Q1 2025 was GeoWealth Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2025.