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

Lloyd 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
2026
Q2 		$4.43K Buy
173
+11
+7% +$282 ﹤0.01% 434
2026
Q1 		$4.17K Buy
+162
New +$4.2K ﹤0.01% 586

Other funds holding FISR

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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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $104B AUM 28.3% 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

Lloyd Advisory Services's FISR Position: Q2 2026 in Review

Lloyd Advisory Services increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 6.8% in Q2 2026, buying an estimated $282 and bringing the position to 173 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Lloyd Advisory Services first reported a position in FISR in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • Lloyd Advisory Services held 173 shares of State Street Fixed Income Sector Rotation ETF worth $4.43K as of Q2 2026.
  • Lloyd Advisory Services bought 11 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $282.
  • State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #434 holding.
  • Lloyd Advisory Services first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.