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State Street US Sector Rotation ETF

112 hedge funds and large institutions have $722M invested in State Street US Sector Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

18% more capital invested

Capital invested by funds: $610M → $722M (+$112M)

3.8% more ownership

Funds ownership: 92.81%96.62% (+3.8%)

3% more funds holding

Funds holding: 109112 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
12
Increased
49
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$252M +$13.1M +257,071 +6%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$105M +$8.13M +159,209 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$90M +$9.08M +177,767 +12%
PAS
4
Park Avenue Securities
New York
$24.4M +$638K +12,489 +3%
HWP
5
Hibernia Wealth Partners
Louisiana
$23.1M +$10.7M +209,154 +99%
APW
6
Austin Private Wealth
Texas
$16.7M +$6.43M +125,819 +71%
NA
7
NewEdge Advisors
Louisiana
$15.7M +$363K +7,117 +3%
LWMI
8
Landmark Wealth Management (Illinois)
Illinois
$14.5M +$555K +10,858 +4%
Mariner
9
Mariner
Kansas
$13.1M +$1.07M +20,941 +10%
APC
10
Aspire Private Capital
North Carolina
$12.3M -$364K -7,132 -3%
FIA
11
Foundations Investment Advisors
Arizona
$11.5M +$992K +19,425 +10%
SAW
12
Signal Advisors Wealth
Michigan
$10.4M +$839K +16,423 +10%
HI
13
Harbour Investments
Wisconsin
$9.47M -$13.2K -259 -0.2%
SHJ
14
Sharkey, Howes & Javer
Colorado
$9.12M +$259K +5,071 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.56M +$1.25M +24,381 +22%
RCM
16
Raleigh Capital Management
North Carolina
$7.16M +$153K +2,988 +2%
AWM
17
AE Wealth Management
Kansas
$6.44M +$580K +11,361 +11%
SA
18
Sanctuary Advisors
Indiana
$6.27M +$87.3K +1,710 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$5.86M +$837K +16,380 +18%
CW
20
CreativeOne Wealth
Kansas
$5.76M +$300K +5,875 +6%
AWM
21
Axxcess Wealth Management
California
$5.23M -$275K -5,381 -5%
PAG
22
Private Advisor Group
New Jersey
$4.25M +$594K +11,630 +18%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.61M -$31.9K -625 -0.9%
GM
24
GeoWealth Management
Illinois
$3.23M -$6.74K -132 -0.2%
IPWA
25
International Private Wealth Advisors
California
$3.19M +$137K +2,691 +5%

XLSR Hedge Fund Activity: Q2 2025 in Review

112 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q2 2025, worth a combined $722M — up 18% from $610M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XLSR positions and 9 closed out — a net gain of 3 holders — while 49 added to existing stakes and 37 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $1.21M sold.

  • 112 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q2 2025, up from 109 in Q1 2025.
  • Funds reported $722M of State Street US Sector Rotation ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 12 funds opened new State Street US Sector Rotation ETF positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q2 2025 was LPL Financial, an estimated $13.1M added.
  • The largest State Street US Sector Rotation ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2025.