We are live on ! Find out more
XLSR icon

State Street US Sector Rotation ETF

115 hedge funds and large institutions have $787M invested in State Street US Sector Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $722M → $787M (+$64.7M)

3% more funds holding

Funds holding: 112115 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

2.15% less ownership

Funds ownership: 96.62%94.46% (-2.2%)

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
43
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$275M +$1.75M +30,714 +0.7%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$117M +$3.58M +62,761 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$110M +$11.4M +200,621 +12%
PAS
4
Park Avenue Securities
New York
$27.5M +$1.06M +18,509 +4%
APW
5
Austin Private Wealth
Texas
$19.8M +$1.63M +28,558 +9%
NA
6
NewEdge Advisors
Louisiana
$17.2M +$154K +2,704 +0.9%
LWMI
7
Landmark Wealth Management (Illinois)
Illinois
$16.1M +$325K +5,702 +2%
Mariner
8
Mariner
Kansas
$14.6M +$378K +6,633 +3%
HWP
9
Hibernia Wealth Partners
Louisiana
$13.1M -$11.5M -201,321 -48%
APC
10
Aspire Private Capital
North Carolina
$12.8M -$489K -8,583 -4%
SAW
11
Signal Advisors Wealth
Michigan
$11.6M +$359K +6,296 +3%
HI
12
Harbour Investments
Wisconsin
$11M +$663K +11,628 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$9.17M +$929K +16,292 +12%
SHJ
14
Sharkey, Howes & Javer
Colorado
$8.01M -$1.8M -31,633 -19%
RCM
15
Raleigh Capital Management
North Carolina
$7.6M -$160K -2,806 -2%
AWM
16
AE Wealth Management
Kansas
$7.58M +$560K +9,813 +8%
HighTower Advisors
17
HighTower Advisors
Illinois
$7.1M +$712K +12,492 +12%
SA
18
Sanctuary Advisors
Indiana
$6.9M +$92.7K +1,626 +1%
CW
19
CreativeOne Wealth
Kansas
$6.47M +$211K +3,695 +4%
SF
20
Summit Financial
New Jersey
$6.15M +$5.89M +103,205 New
AWM
21
Axxcess Wealth Management
California
$5.11M -$548K -9,614 -10%
PAG
22
Private Advisor Group
New Jersey
$4.53M -$87.8K -1,539 -2%
GFPC
23
Global Financial Private Client
Florida
$3.7M +$384K +6,739 +12%
IPWA
24
International Private Wealth Advisors
California
$3.65M +$179K +3,136 +5%
NA
25
Novus Advisors
South Carolina
$3.38M -$12.8K -224 -0.4%