T
FISR icon

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

Tidemark’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
2024
Q2 		– Sell
-376
Closed -$9.64K – 668
2024
Q1 		$9.64K Hold
376
– – 0.01% 451
2023
Q4 		$9.78K Buy
+376
New +$9.4K 0.01% 427

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
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Tidemark's FISR Position: Q2 2024 in Review

Tidemark sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2024, closing a stake of 376 shares — an estimated $9.64K sold.

Tidemark first reported a position in FISR in Q4 2023 and held it in 2 quarters. The position peaked at $9.78K in Q4 2023. 61 funds tracked by Wall St. Rank hold FISR as of Q2 2024.

  • Tidemark reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 376 State Street Fixed Income Sector Rotation ETF shares in Q2 2024, an estimated $9.64K.
  • Tidemark first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2023 and held it in 2 quarters.
  • Tidemark's State Street Fixed Income Sector Rotation ETF position peaked at $9.78K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.