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 Q3	$732	Buy	+30	New	+$755	﹤0.01%	713
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 9.56% 1-Year Est. Return

Hibernia Wealth Partners Baton Rouge, Louisiana $192M AUM 9.3% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Key Capital Management's FISR Position: Q3 2026 in Review

Key Capital Management opened a new position in State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2026: 30 shares worth $732. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Key Capital Management previously reported a position in FISR as recently as Q1 2026.

Key Capital Management first reported a position in FISR in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold FISR as of Q3 2026.

Key Capital Management held 30 shares of State Street Fixed Income Sector Rotation ETF worth $732 as of Q3 2026.
State Street Fixed Income Sector Rotation ETF was a new Key Capital Management position in Q3 2026.
State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #713 holding.
Key Capital Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
47 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.