Smartleaf Asset Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Smartleaf Asset Management’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	$49.6K	Buy	1,935 +1,192	+160%	+$30.9K	﹤0.01%	1449
2025 Q4	$19.3K	Buy	+743	New	+$19.4K	﹤0.01%	2050
2025 Q3	–	Sell	-4,935	Closed	-$127K	–	3027
2025 Q2	$127K	Buy	4,935 +4,162	+538%	+$106K	0.01%	775
2025 Q1	$20K	Buy	773 +64	+9%	+$1.64K	﹤0.01%	1603
2024 Q4	$18K	Sell	709 -13	-2%	-$336	﹤0.01%	1702
2024 Q3	$19.2K	Buy	722 +92	+15%	+$2.41K	﹤0.01%	1364
2024 Q2	$16.1K	Buy	630 +29	+5%	+$733	﹤0.01%	1136
2024 Q1	$15.4K	Sell	601 -21	-3%	-$538	﹤0.01%	906
2023 Q4	$16.2K	Buy	+622	New	+$15.5K	﹤0.01%	700

Other funds holding FISR

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Smartleaf Asset Management's FISR Position: Q1 2026 in Review

Smartleaf Asset Management increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 160% in Q1 2026, buying an estimated $30.9K and bringing the position to 1,935 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Smartleaf Asset Management first reported a position in FISR in Q4 2023 and has held it in 9 quarters since. The position peaked at $127K in Q2 2025. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

Smartleaf Asset Management held 1,935 shares of State Street Fixed Income Sector Rotation ETF worth $49.6K as of Q1 2026.
Smartleaf Asset Management bought 1,192 State Street Fixed Income Sector Rotation ETF shares in Q1 2026, an estimated $30.9K.
State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1449 holding.
Smartleaf Asset Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2023 and has held it in 9 quarters since.
Smartleaf Asset Management's State Street Fixed Income Sector Rotation ETF position peaked at $127K in Q2 2025.
79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.