CJ
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $27.7B AUM 22.98% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Caitlin John's FISR Position: Q1 2026 in Review

Caitlin John held its State Street Fixed Income Sector Rotation ETF (FISR) position steady in Q1 2026 at 12 shares worth $301. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Caitlin John first reported a position in FISR in Q3 2024 and has held it in 5 quarters since. The position peaked at $302 in Q4 2025. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

  • Caitlin John held 12 shares of State Street Fixed Income Sector Rotation ETF worth $301 as of Q1 2026.
  • Caitlin John left its State Street Fixed Income Sector Rotation ETF share count unchanged in Q1 2026.
  • State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #882 holding.
  • Caitlin John first reported a position in State Street Fixed Income Sector Rotation ETF in Q3 2024 and has held it in 5 quarters since.
  • Caitlin John's State Street Fixed Income Sector Rotation ETF position peaked at $302 in Q4 2025.
  • 79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.