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State Street US Sector Rotation ETF

133 hedge funds and large institutions have $880M invested in State Street US Sector Rotation ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 115133 (+18)

12% more capital invested

Capital invested by funds: $787M → $880M (+$93M)

4.76% more ownership

Funds ownership: 94.46%99.23% (+4.8%)

6% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 49

Holders
133
Holders Change
+18
Holders Change %
+15.65%
% of All Funds
1.62%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
24
Increased
46
Reduced
49
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$291M +$3.43M +55,879 +1%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$127M +$4.21M +68,680 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$120M +$5.14M +83,850 +5%
PAS
4
Park Avenue Securities
New York
$30.3M +$1.51M +24,584 +5%
HWP
5
Hibernia Wealth Partners
Louisiana
$26.2M +$12.4M +201,647 +92%
APW
6
Austin Private Wealth
Texas
$21.3M +$598K +9,753 +3%
Mariner
7
Mariner
Kansas
$17.9M +$2.57M +41,937 +17%
LWMI
8
Landmark Wealth Management (Illinois)
Illinois
$16.9M +$72.3K +1,178 +0.4%
NA
9
NewEdge Advisors
Louisiana
$16.6M -$1.4M -22,821 -8%
APC
10
Aspire Private Capital
North Carolina
$12.8M -$596K -9,718 -5%
SAW
11
Signal Advisors Wealth
Michigan
$12.2M +$74.7K +1,218 +0.6%
MWM
12
Mosley Wealth Management
California
$12M +$12.2M +199,220 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$10.2M +$644K +10,497 +7%
HI
14
Harbour Investments
Wisconsin
$9.92M -$1.52M -24,821 -13%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.27M +$833K +13,576 +11%
AWM
16
AE Wealth Management
Kansas
$8.21M +$288K +4,701 +4%
RCM
17
Raleigh Capital Management
North Carolina
$8.09M +$144K +2,351 +2%
CW
18
CreativeOne Wealth
Kansas
$7.04M +$273K +4,448 +4%
SF
19
Summit Financial
New Jersey
$6.32M -$108K -1,760 -2%
SA
20
Sanctuary Advisors
Indiana
$6.22M -$979K -15,957 -14%
SHJ
21
Sharkey, Howes & Javer
Colorado
$6.05M -$2.29M -37,281 -28%
PAG
22
Private Advisor Group
New Jersey
$5.5M +$758K +12,351 +16%
KAS
23
Kestra Advisory Services
Texas
$5.31M +$3.48M +56,641 +198%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.93M +$1.76M +28,674 +57%
AWM
25
Axxcess Wealth Management
California
$4.63M -$693K -11,296 -13%