KCM
FISR icon

Key Capital Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Key Capital Management’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 		– Sell
-12
Closed -$309 – 754
2026
Q1 		$309 Buy
12
+11
+1,100% +$285 ﹤0.01% 654
2025
Q4 		$26 Buy
+1
New +$26 ﹤0.01% 531

Other funds holding FISR

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
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
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Key Capital Management's FISR Position: Q2 2026 in Review

Key Capital Management sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2026, closing a stake of 12 shares — an estimated $309 sold.

Key Capital Management first reported a position in FISR in Q4 2025 and held it in 2 quarters. The position peaked at $309 in Q1 2026. 38 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • Key Capital Management reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 12 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $309.
  • Key Capital Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2025 and held it in 2 quarters.
  • Key Capital Management's State Street Fixed Income Sector Rotation ETF position peaked at $309 in Q1 2026.
  • 38 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.