Envestnet Portfolio Solutions’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $90.5M | Buy |
3,500,821
+1,023,979
| +41% | +$26.5M | 0.33% | 52 |
|
2025
Q1 | $64.1M | Sell |
2,476,842
-34,195
| -1% | -$885K | 0.25% | 61 |
|
2024
Q4 | $63.7M | Sell |
2,511,037
-11,781
| -0.5% | -$299K | 0.21% | 65 |
|
2024
Q3 | $67.1M | Buy |
2,522,818
+1,055,910
| +72% | +$28.1M | 0.22% | 61 |
|
2024
Q2 | $37.3M | Buy |
1,466,908
+344,558
| +31% | +$8.76M | 0.13% | 89 |
|
2024
Q1 | $28.8M | Buy |
1,122,350
+250,436
| +29% | +$6.42M | 0.11% | 100 |
|
2023
Q4 | $22.7M | Buy |
871,914
+255,159
| +41% | +$6.64M | 0.09% | 111 |
|
2023
Q3 | $15.3M | Buy |
+616,755
| New | +$15.3M | 0.07% | 130 |
|