Atria Wealth Solutions’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,881
| Closed | -$773K | – | 1603 |
|
|
2025
Q1 | $773K | Sell |
29,881
-6,916
| -19% | -$179K | 0.01% | 976 |
|
|
2024
Q4 | $933K | Sell |
36,797
-3,180
| -8% | -$80.6K | 0.01% | 941 |
|
|
2024
Q3 | $1.06M | Buy |
39,977
+2,793
| +8% | +$74.3K | 0.01% | 884 |
|
|
2024
Q2 | $946K | Sell |
37,184
-4,622
| -11% | -$118K | 0.01% | 911 |
|
|
2024
Q1 | $1.07M | Buy |
41,806
+17,637
| +73% | +$452K | 0.01% | 873 |
|
|
2023
Q4 | $629K | Buy |
24,169
+374
| +2% | +$9.73K | 0.01% | 1084 |
|
|
2023
Q3 | $588K | Buy |
23,795
+848
| +4% | +$21K | 0.01% | 1051 |
|
|
2023
Q2 | $593K | Buy |
22,947
+7,131
| +45% | +$184K | 0.01% | 1066 |
|
|
2023
Q1 | $417K | Buy |
15,816
+5,799
| +58% | +$153K | 0.01% | 1235 |
|
|
2022
Q4 | $256K | Buy |
10,017
+119
| +1% | +$3.05K | ﹤0.01% | 1440 |
|
|
2022
Q3 | $253K | Buy |
9,898
+658
| +7% | +$16.8K | ﹤0.01% | 1394 |
|
|
2022
Q2 | $251K | Buy |
+9,240
| New | +$251K | ﹤0.01% | 1287 |
|