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Steward Partners Investment Advisory’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-5,302
Closed -$138K – 4370
2025
Q3 		$138K Buy
+5,302
New +$137K ﹤0.01% 2054

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APC
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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Steward Partners Investment Advisory's FISR Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q4 2025, closing a stake of 5,302 shares — an estimated $138K sold.

Steward Partners Investment Advisory first reported a position in FISR in Q3 2025 and held it in 1 quarter. The position peaked at $138K in Q3 2025. 78 funds tracked by Wall St. Rank hold FISR as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5,302 State Street Fixed Income Sector Rotation ETF shares in Q4 2025, an estimated $138K.
  • Steward Partners Investment Advisory first reported a position in State Street Fixed Income Sector Rotation ETF in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's State Street Fixed Income Sector Rotation ETF position peaked at $138K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.