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World Investment Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

World Investment Advisors’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 		$723K Buy
28,177
+4,345
+18% +$111K 0.01% 812
2026
Q1 		$613K Buy
23,832
+8,366
+54% +$217K 0.01% 895
2025
Q4 		$401K Buy
+15,466
New +$403K 0.01% 1036

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

World Investment Advisors's FISR Position: Q2 2026 in Review

World Investment Advisors increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 18% in Q2 2026, buying an estimated $111K and bringing the position to 28,177 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #812.

World Investment Advisors first reported a position in FISR in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • World Investment Advisors held 28,177 shares of State Street Fixed Income Sector Rotation ETF worth $723K as of Q2 2026.
  • World Investment Advisors bought 4,345 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $111K.
  • State Street Fixed Income Sector Rotation ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #812 holding.
  • World Investment Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.