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

Good Life 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
2025 Q1	–	Sell	-67,965	Closed	-$1.72M	–	505
2024 Q4	$1.72M	Sell	67,965 -3,521	-5%	-$90.9K	0.13%	140
2024 Q3	$1.9M	Sell	71,486 -219	-0.3%	-$5.73K	0.12%	147
2024 Q2	$1.82M	Sell	71,705 -1,721	-2%	-$43.5K	0.15%	124
2024 Q1	$1.88M	Sell	73,426 -746	-1%	-$19.1K	0.17%	109
2023 Q4	$1.93M	Sell	74,172 -3,577	-5%	-$89.4K	0.19%	102
2023 Q3	$1.92M	Buy	77,749 +40,827	+111%	+$1.04M	0.22%	93
2023 Q2	$955K	Sell	36,922 -85	-0.2%	-$2.22K	0.11%	155
2023 Q1	$976K	Sell	37,007 -356	-1%	-$9.3K	0.12%	138
2022 Q4	$957K	Buy	37,363 +3	+0%	+$77	0.13%	139
2022 Q3	$954K	Sell	37,360 -2,200	-6%	-$59.2K	0.14%	126
2022 Q2	$1.07M	Sell	39,560 -780	-2%	-$21.4K	0.15%	121
2022 Q1	$1.16M	Sell	40,340 -865	-2%	-$25.7K	0.15%	116
2021 Q4	$1.28M	Sell	41,205 -376	-0.9%	-$11.7K	0.16%	108
2021 Q3	$1.29M	Buy	41,581 +5,756	+16%	+$181K	0.18%	103
2021 Q2	$1.12M	Buy	35,825 +610	+2%	+$18.9K	0.21%	86
2021 Q1	$1.08M	Buy	35,215 +683	+2%	+$21.4K	0.22%	89
2020 Q4	$1.11M	Buy	34,532 +3,678	+12%	+$118K	0.26%	72
2020 Q3	$989K	Buy	+30,854	New	+$994K	0.27%	72

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

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Good Life Advisors's FISR Position: Q1 2025 in Review

Good Life Advisors sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2025, closing a stake of 67,965 shares — an estimated $1.72M sold.

Good Life Advisors first reported a position in FISR in Q3 2020 and held it in 18 quarters. The position peaked at $1.93M in Q4 2023. 72 funds tracked by Wall St. Rank hold FISR as of Q1 2025.

Good Life Advisors reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2025 after selling out during the quarter.
Good Life Advisors sold 67,965 State Street Fixed Income Sector Rotation ETF shares in Q1 2025, an estimated $1.72M.
Good Life Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q3 2020 and held it in 18 quarters.
Good Life Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $1.93M in Q4 2023.
72 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2025.

Based on Good Life Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.