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October Effect’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

October Effect’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 		$329K Buy
12,805
+4,819
+60% +$125K 0.38% 53
2025
Q4 		$207K Buy
7,986
+259
+3% +$6.75K 0.23% 56
2025
Q3 		$201K Buy
+7,727
New +$199K 0.22% 52

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

October Effect's FISR Position: Q1 2026 in Review

October Effect increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 60% in Q1 2026, buying an estimated $125K and bringing the position to 12,805 shares worth $329K. The position accounts for 0.38% of the portfolio, ranked #53.

October Effect first reported a position in FISR in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

  • October Effect held 12,805 shares of State Street Fixed Income Sector Rotation ETF worth $329K as of Q1 2026.
  • October Effect bought 4,819 State Street Fixed Income Sector Rotation ETF shares in Q1 2026, an estimated $125K.
  • State Street Fixed Income Sector Rotation ETF made up 0.38% of October Effect's portfolio in Q1 2026, its #53 holding.
  • October Effect first reported a position in State Street Fixed Income Sector Rotation ETF in Q3 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on October Effect's 13F filing for Q1 2026, filed 21 Apr 2026.