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Atria Wealth Solutions’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Atria Wealth Solutions’s Portfolio FISR Stock Details FISR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29,881
Closed -$773K – 1606
2025
Q1 		$773K Sell
29,881
-6,916
-19% -$177K 0.01% 983
2024
Q4 		$933K Sell
36,797
-3,180
-8% -$82.1K 0.01% 948
2024
Q3 		$1.06M Buy
39,977
+2,793
+8% +$73K 0.01% 891
2024
Q2 		$946K Sell
37,184
-4,622
-11% -$117K 0.01% 918
2024
Q1 		$1.07M Buy
41,806
+17,637
+73% +$452K 0.01% 876
2023
Q4 		$629K Buy
24,169
+374
+2% +$9.35K 0.01% 1094
2023
Q3 		$588K Buy
23,795
+848
+4% +$21.5K 0.01% 1056
2023
Q2 		$593K Buy
22,947
+7,131
+45% +$186K 0.01% 1071
2023
Q1 		$417K Buy
15,816
+5,799
+58% +$152K 0.01% 1241
2022
Q4 		$256K Buy
10,017
+119
+1% +$3.05K ﹤0.01% 1448
2022
Q3 		$253K Buy
9,898
+658
+7% +$17.7K ﹤0.01% 1402
2022
Q2 		$251K Buy
+9,240
New +$254K ﹤0.01% 1312

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return

Atria Wealth Solutions's FISR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2025, closing a stake of 29,881 shares — an estimated $773K sold.

Atria Wealth Solutions first reported a position in FISR in Q2 2022 and held it in 12 quarters. The position peaked at $1.07M in Q1 2024. 76 funds tracked by Wall St. Rank hold FISR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 29,881 State Street Fixed Income Sector Rotation ETF shares in Q2 2025, an estimated $773K.
  • Atria Wealth Solutions first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's State Street Fixed Income Sector Rotation ETF position peaked at $1.07M in Q1 2024.
  • 76 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.