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FISR icon

NewEdge Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

NewEdge Advisors’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
Q1 		$21.9M Buy
851,455
+57,734
+7% +$1.5M 0.08% 239
2025
Q4 		$20.6M Buy
793,721
+76,636
+11% +$2M 0.07% 244
2025
Q3 		$18.7M Sell
717,085
-110,158
-13% -$2.84M 0.08% 237
2025
Q2 		$21.4M Buy
827,243
+106,221
+15% +$2.71M 0.11% 189
2025
Q1 		$18.7M Buy
721,022
+154,186
+27% +$3.94M 0.11% 191
2024
Q4 		$14.4M Sell
566,836
-468
-0.1% -$12.1K 0.09% 228
2024
Q3 		$15.1M Buy
567,304
+380,463
+204% +$9.95M 0.1% 213
2024
Q2 		$4.75M Buy
186,841
+52,762
+39% +$1.33M 0.03% 461
2024
Q1 		$3.44M Buy
134,079
+23,274
+21% +$596K 0.03% 508
2023
Q4 		$2.86M Sell
110,805
-4,781
-4% -$120K 0.03% 534
2023
Q3 		$2.86M Buy
115,586
+8,890
+8% +$225K 0.03% 469
2023
Q2 		$2.76M Buy
106,696
+78,876
+284% +$2.06M 0.03% 481
2023
Q1 		$733K Buy
27,820
+3,402
+14% +$88.9K 0.01% 930
2022
Q4 		$24.5K Buy
24,418
+4,480
+22% +$115K ﹤0.01% 2052
2022
Q3 		$509K Buy
19,938
+2,799
+16% +$75.3K 0.01% 952
2022
Q2 		$465K Buy
17,139
+6,641
+63% +$182K 0.01% 1021
2022
Q1 		$303K Sell
10,498
-10,771
-51% -$320K ﹤0.01% 952
2021
Q4 		$660K Buy
21,269
+6,722
+46% +$209K 0.01% 938
2021
Q3 		$452K Buy
14,547
+6,608
+83% +$208K 0.01% 773
2021
Q2 		$249K Sell
7,939
-39,101
-83% -$1.21M 0.01% 972
2021
Q1 		$1.45M Buy
+47,040
New +$1.47M 0.04% 358

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $338M AUM 10.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

NewEdge Advisors's FISR Position: Q1 2026 in Review

NewEdge Advisors increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 7.3% in Q1 2026, buying an estimated $1.5M and bringing the position to 851,455 shares worth $21.9M. The position accounts for 0.08% of the portfolio, ranked #239.

NewEdge Advisors first reported a position in FISR in Q1 2021 and has held it in 21 quarters since. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

  • NewEdge Advisors held 851,455 shares of State Street Fixed Income Sector Rotation ETF worth $21.9M as of Q1 2026.
  • NewEdge Advisors bought 57,734 State Street Fixed Income Sector Rotation ETF shares in Q1 2026, an estimated $1.5M.
  • State Street Fixed Income Sector Rotation ETF made up 0.08% of NewEdge Advisors's portfolio in Q1 2026, its #239 holding.
  • NewEdge Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2021 and has held it in 21 quarters since.
  • 79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.