Global Retirement Partners
FISR icon

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

Global Retirement 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 		$3.5K Buy
+137
New +$3.51K ﹤0.01% 3815
2025
Q4 		$94.8K Buy
3,657
+1,233
+51% +$32.1K ﹤0.01% 1951
2025
Q3 		$63.2K Sell
2,424
-289
-11% -$7.46K ﹤0.01% 1772
2025
Q2 		$70.1K Buy
+2,713
New +$69.2K ﹤0.01% 1594
2024
Q4 		$62.9K Sell
2,479
-55
-2% -$1.42K ﹤0.01% 1508
2024
Q3 		$67.4K Buy
2,534
+99
+4% +$2.59K ﹤0.01% 1411
2024
Q2 		$61.9K Sell
2,435
-10
-0.4% -$253 ﹤0.01% 1420
2024
Q1 		$62.7K Buy
2,445
+75
+3% +$1.92K ﹤0.01% 1308
2023
Q4 		$61.1K Buy
2,370
+111
+5% +$2.77K ﹤0.01% 1271
2023
Q3 		$55.2K Buy
2,259
+1,236
+121% +$31.4K ﹤0.01% 1222
2023
Q2 		$26.5K Sell
1,023
-10
-1% -$261 ﹤0.01% 1553
2023
Q1 		$27.4K Sell
1,033
-53
-5% -$1.39K ﹤0.01% 1507
2022
Q4 		$27.8K Buy
1,086
+35
+3% +$896 ﹤0.01% 1337
2022
Q3 		$26K Buy
1,051
+51
+5% +$1.37K ﹤0.01% 1274
2022
Q2 		$27K Buy
+1,000
New +$27.4K ﹤0.01% 1227

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cerity Partners
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
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
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Global Retirement Partners's FISR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2026: 137 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #3815 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FISR as recently as Q4 2025.

Global Retirement Partners first reported a position in FISR in Q2 2022 and has held it in 15 quarters since. The position peaked at $94.8K in Q4 2025. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • Global Retirement Partners held 137 shares of State Street Fixed Income Sector Rotation ETF worth $3.5K as of Q2 2026.
  • State Street Fixed Income Sector Rotation ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3815 holding.
  • Global Retirement Partners first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's State Street Fixed Income Sector Rotation ETF position peaked at $94.8K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.