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

FSA 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 Q2	$370K	Sell	14,443 -2,513	-15%	-$64.4K	0.17%	158
2026 Q1	$436K	Buy	16,956 +1,688	+11%	+$43.8K	0.29%	107
2025 Q4	$396K	Buy	+15,268	New	+$398K	0.28%	106
2025 Q3	–	Sell	-14,695	Closed	-$380K	–	153
2025 Q2	$380K	Buy	14,695 +2,183	+17%	+$55.7K	0.31%	98
2025 Q1	$324K	Buy	12,512 +535	+4%	+$13.7K	0.26%	117
2024 Q4	$304K	Buy	11,977 +685	+6%	+$17.7K	0.37%	93
2024 Q3	$287K	Buy	11,292 +118	+1%	+$3.09K	0.29%	105
2024 Q2	$286K	Hold	11,174	–	–	0.3%	100
2024 Q1	$286K	Buy	11,174 +1,428	+15%	+$36.6K	0.31%	93
2023 Q4	$254K	Buy	+9,746	New	+$244K	0.31%	92

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

FSA Advisors's FISR Position: Q2 2026 in Review

FSA Advisors reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 15% in Q2 2026, selling an estimated $64.4K and leaving 14,443 shares worth $370K. The position accounts for 0.17% of the portfolio, ranked #158.

FSA Advisors first reported a position in FISR in Q4 2023 and has held it in 10 quarters since. The position peaked at $436K in Q1 2026. 72 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

FSA Advisors held 14,443 shares of State Street Fixed Income Sector Rotation ETF worth $370K as of Q2 2026.
FSA Advisors sold 2,513 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $64.4K.
State Street Fixed Income Sector Rotation ETF made up 0.17% of FSA Advisors's portfolio in Q2 2026, its #158 holding.
FSA Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2023 and has held it in 10 quarters since.
FSA Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $436K in Q1 2026.
72 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.