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

UBS Group’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 Q3	–	Sell	-509	Closed	-$13.2K	–	10493
2025 Q2	$13.2K	Buy	+509	New	+$13K	﹤0.01%	8708
2024 Q3	–	Sell	-270	Closed	-$6.87K	–	9660
2024 Q2	$6.87K	Buy	+270	New	+$6.82K	﹤0.01%	7881
2024 Q1	–	Sell	-107	Closed	-$2.78K	–	9526
2023 Q4	$2.78K	Sell	107 -2,011	-95%	-$50.3K	﹤0.01%	8052
2023 Q3	$52.4K	Sell	2,118 -1,380	-39%	-$35K	﹤0.01%	6264
2023 Q2	$90.5K	Buy	+3,498	New	+$91.4K	﹤0.01%	6092
2023 Q1	–	Sell	-2,111	Closed	-$54K	–	9822
2022 Q4	$54K	Sell	2,111 -224	-10%	-$5.74K	﹤0.01%	6696
2022 Q3	$60K	Buy	2,335 +2,038	+686%	+$54.8K	﹤0.01%	6165
2022 Q2	$8K	Sell	297 -868	-75%	-$23.8K	﹤0.01%	8304
2022 Q1	$34K	Buy	1,165 +104	+10%	+$3.09K	﹤0.01%	6869
2021 Q4	$33K	Buy	1,061 +886	+506%	+$27.6K	﹤0.01%	7299
2021 Q3	$5K	Sell	175 -1,131	-87%	-$35.6K	﹤0.01%	8529
2021 Q2	$41K	Buy	1,306 +1,244	+2,006%	+$38.5K	﹤0.01%	6608
2021 Q1	$2K	Sell	62 -165	-73%	-$5.17K	﹤0.01%	8611
2020 Q4	$7K	Buy	+227	New	+$7.29K	﹤0.01%	7682
2020 Q1	–	Sell	-103	Closed	-$3K	–	8080
2019 Q4	$3K	Buy	+103	New	+$3.23K	﹤0.01%	7743

Other funds holding FISR

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 $185M AUM 13.27% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

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

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

UBS Group's FISR Position: Q3 2025 in Review

UBS Group sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2025, closing a stake of 509 shares — an estimated $13.2K sold.

UBS Group first reported a position in FISR in Q4 2019 and held it in 15 quarters. The position peaked at $90.5K in Q2 2023. 64 funds tracked by Wall St. Rank hold FISR as of Q3 2025.

UBS Group reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q3 2025 after selling out during the quarter.
UBS Group sold 509 State Street Fixed Income Sector Rotation ETF shares in Q3 2025, an estimated $13.2K.
UBS Group first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2019 and held it in 15 quarters.
UBS Group's State Street Fixed Income Sector Rotation ETF position peaked at $90.5K in Q2 2023.
64 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.