Laurel Wealth Advisors (California)’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Laurel Wealth Advisors (California)’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
2021 Q4	–	Sell	-6,767	Closed	-$210K	–	767
2021 Q3	$210K	Sell	6,767 -16	-0.2%	-$504	0.04%	427
2021 Q2	$212K	Sell	6,783 -819	-11%	-$25.4K	0.03%	483
2021 Q1	$234K	Buy	7,602 +1	+0%	+$31	0.04%	409
2020 Q4	$244K	Buy	7,601 +59	+0.8%	+$1.89K	0.04%	384
2020 Q3	$242K	Buy	7,542 +60	+0.8%	+$1.93K	0.04%	344
2020 Q2	$239K	Buy	+7,482	New	+$237K	0.04%	335

Other funds holding FISR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FISR Position: Q4 2021 in Review

Laurel Wealth Advisors (California) sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q4 2021, closing a stake of 6,767 shares — an estimated $210K sold.

Laurel Wealth Advisors (California) first reported a position in FISR in Q2 2020 and held it in 6 quarters. The position peaked at $244K in Q4 2020. 37 funds tracked by Wall St. Rank hold FISR as of Q4 2021.

Laurel Wealth Advisors (California) reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q4 2021 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 6,767 State Street Fixed Income Sector Rotation ETF shares in Q4 2021, an estimated $210K.
Laurel Wealth Advisors (California) first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2020 and held it in 6 quarters.
Laurel Wealth Advisors (California)'s State Street Fixed Income Sector Rotation ETF position peaked at $244K in Q4 2020.
37 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q4 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2021, filed 14 Feb 2022.