Cerity Partners
FISR icon

Cerity Partners’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Cerity Partners’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 		$13.5M Sell
525,658
-94,134
-15% -$2.41M 0.02% 621
2026
Q1 		$15.9M Buy
+619,792
New +$16.1M 0.02% 515

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Envestnet Portfolio Solutions
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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
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
HighTower Advisors
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
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return

Cerity Partners's FISR Position: Q2 2026 in Review

Cerity Partners reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 15% in Q2 2026, selling an estimated $2.41M and leaving 525,658 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #621.

Cerity Partners first reported a position in FISR in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.9M in Q1 2026. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • Cerity Partners held 525,658 shares of State Street Fixed Income Sector Rotation ETF worth $13.5M as of Q2 2026.
  • Cerity Partners sold 94,134 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $2.41M.
  • State Street Fixed Income Sector Rotation ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #621 holding.
  • Cerity Partners first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's State Street Fixed Income Sector Rotation ETF position peaked at $15.9M in Q1 2026.
  • 71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.