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Rossby Financial’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Rossby Financial’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 		$1.95K Hold
76
– – ﹤0.01% 1738
2026
Q1 		$1.95K Hold
76
– – ﹤0.01% 1809
2025
Q4 		$1.97K Buy
+76
New +$1.98K ﹤0.01% 1370

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Rossby Financial's FISR Position: Q2 2026 in Review

Rossby Financial held its State Street Fixed Income Sector Rotation ETF (FISR) position steady in Q2 2026 at 76 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Rossby Financial first reported a position in FISR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.97K in Q4 2025. 72 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • Rossby Financial held 76 shares of State Street Fixed Income Sector Rotation ETF worth $1.95K as of Q2 2026.
  • Rossby Financial left its State Street Fixed Income Sector Rotation ETF share count unchanged in Q2 2026.
  • State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1738 holding.
  • Rossby Financial first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • Rossby Financial's State Street Fixed Income Sector Rotation ETF position peaked at $1.97K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.