FI
FISR icon

FWG Investments’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

FWG Investments’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 		$227K Buy
8,813
+248
+3% +$6.43K 0.14% 114
2025
Q4 		$222K Buy
+8,565
New +$223K 0.14% 105
2025
Q3 		– Sell
-12,992
Closed -$336K – 109
2025
Q2 		$336K Sell
12,992
-1,130
-8% -$28.8K 0.26% 76
2025
Q1 		$365K Sell
14,122
-6,219
-31% -$159K 0.43% 48
2024
Q4 		$516K Sell
20,341
-1,458
-7% -$37.7K 0.4% 65
2024
Q3 		$580K Buy
21,799
+4,326
+25% +$113K 0.5% 51
2024
Q2 		$444K Buy
17,473
+2,221
+15% +$56.1K 0.45% 59
2024
Q1 		$391K Buy
15,252
+6,090
+66% +$156K 0.42% 60
2023
Q4 		$238K Buy
+9,162
New +$229K 0.3% 83

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $376B 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 $70.5B 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