Farther Finance Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Farther Finance Advisors’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 Q3	$75.1K	Buy	3,075 +1,816	+144%	+$45.7K	﹤0.01%	3086
2026 Q2	$32.3K	Sell	1,259 -594	-32%	-$15.2K	﹤0.01%	3604
2026 Q1	$47.5K	Buy	1,853 +463	+33%	+$12K	﹤0.01%	3025
2025 Q4	$36K	Buy	1,390 +856	+160%	+$22.3K	﹤0.01%	3024
2025 Q3	$13.9K	Sell	534 -2,154	-80%	-$55.6K	﹤0.01%	3261
2025 Q2	$69.5K	Buy	2,688 +1,078	+67%	+$27.5K	﹤0.01%	1960
2025 Q1	$41.7K	Buy	1,610 +140	+10%	+$3.58K	﹤0.01%	1987
2024 Q4	$37.3K	Sell	1,470 -236	-14%	-$6.09K	﹤0.01%	1802
2024 Q3	$45.4K	Sell	1,706 -1,652	-49%	-$43.2K	﹤0.01%	1706
2024 Q2	$84.6K	Buy	3,358 +1,265	+60%	+$32K	﹤0.01%	1198
2024 Q1	$53.1K	Sell	2,093 -918	-30%	-$23.5K	﹤0.01%	1165
2023 Q4	$78.3K	Sell	3,011 -2,063	-41%	-$51.6K	0.01%	876
2023 Q3	$125K	Buy	5,074 +1,515	+43%	+$38.4K	0.02%	491
2023 Q2	$92K	Buy	3,559 +2,770	+351%	+$72.3K	0.02%	494
2023 Q1	$20.8K	Buy	+789	New	+$20.6K	0.01%	891

Other funds holding FISR

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors's FISR Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 144% in Q3 2026, buying an estimated $45.7K and bringing the position to 3,075 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

Farther Finance Advisors first reported a position in FISR in Q1 2023 and has held it in 15 quarters since. The position peaked at $125K in Q3 2023. 7 funds tracked by Wall St. Rank hold FISR as of Q3 2026.

Farther Finance Advisors held 3,075 shares of State Street Fixed Income Sector Rotation ETF worth $75.1K as of Q3 2026.
Farther Finance Advisors bought 1,816 State Street Fixed Income Sector Rotation ETF shares in Q3 2026, an estimated $45.7K.
State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3086 holding.
Farther Finance Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2023 and has held it in 15 quarters since.
Farther Finance Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $125K in Q3 2023.
7 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.