Caitlin John’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Caitlin John’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
2026 Q2	$278	Sell	11 -1	-8%	-$26	﹤0.01%	967
2026 Q1	$301	Hold	12	–	–	﹤0.01%	882
2025 Q4	$302	Buy	12 +1	+9%	+$26	﹤0.01%	880
2025 Q3	$299	Buy	+11	New	+$284	﹤0.01%	838
2025 Q1	–	Sell	-11	Closed	-$284	–	342
2024 Q4	$284	Hold	11	–	–	﹤0.01%	807
2024 Q3	$284	Buy	+11	New	+$288	﹤0.01%	800

Other funds holding FISR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Caitlin John's FISR Position: Q2 2026 in Review

Caitlin John reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 8.3% in Q2 2026, selling an estimated $26 and leaving 11 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Caitlin John first reported a position in FISR in Q3 2024 and has held it in 6 quarters since. The position peaked at $302 in Q4 2025. 72 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Caitlin John held 11 shares of State Street Fixed Income Sector Rotation ETF worth $278 as of Q2 2026.
Caitlin John sold 1 State Street Fixed Income Sector Rotation ETF share in Q2 2026, an estimated $26.
State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #967 holding.
Caitlin John first reported a position in State Street Fixed Income Sector Rotation ETF in Q3 2024 and has held it in 6 quarters since.
Caitlin John's State Street Fixed Income Sector Rotation ETF position peaked at $302 in Q4 2025.
72 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.