HBW Advisory Services’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

HBW Advisory Services’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 Q3	–	Sell	-10,465	Closed	-$270K	–	425
2025 Q2	$270K	Buy	10,465 +815	+8%	+$20.8K	0.03%	334
2025 Q1	$250K	Buy	9,650 +535	+6%	+$13.7K	0.04%	321
2024 Q4	$231K	Sell	9,115 -1,467	-14%	-$37.9K	0.02%	336
2024 Q3	$281K	Buy	10,582 +924	+10%	+$24.2K	0.04%	283
2024 Q2	$246K	Buy	9,658 +982	+11%	+$24.8K	0.04%	290
2024 Q1	$226K	Hold	8,676	–	–	0.04%	276
2023 Q4	$226K	Buy	+8,676	New	+$217K	0.04%	276

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 19.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 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

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

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

HBW Advisory Services's FISR Position: Q3 2025 in Review

HBW Advisory Services sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2025, closing a stake of 10,465 shares — an estimated $270K sold.

HBW Advisory Services first reported a position in FISR in Q4 2023 and held it in 7 quarters. The position peaked at $281K in Q3 2024. 64 funds tracked by Wall St. Rank hold FISR as of Q3 2025.

HBW Advisory Services reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q3 2025 after selling out during the quarter.
HBW Advisory Services sold 10,465 State Street Fixed Income Sector Rotation ETF shares in Q3 2025, an estimated $270K.
HBW Advisory Services first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2023 and held it in 7 quarters.
HBW Advisory Services's State Street Fixed Income Sector Rotation ETF position peaked at $281K in Q3 2024.
64 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.