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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

43 hedge funds and large institutions have $144M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
24
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$41.2M
2
GM
GeoWealth Management
Illinois
$5.6M
3
AWM
Axxcess Wealth Management
California
$4.54M
4
AWM
AE Wealth Management
Kansas
$7.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$30.5M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$2.79M
2
T
TRUADVICE
Florida
$696K
3
RCM
Raleigh Capital Management
North Carolina
$4.42M
4
CAAS
Capital Asset Advisory Services
Michigan
$597K
5
Jane Street
Jane Street
New York
$704K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
26
Aveo Capital Partners
Colorado
$340K +$340K +13,288 New
PAG
27
Private Advisor Group
New Jersey
$338K +$48.8K +1,951 +17%
CAN
28
Cetera Advisor Networks
California
$319K +$319K +12,457 New
AWS
29
Atria Wealth Solutions
New York
$256K +$3.05K +119 +1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$234K -$15K -584 -6%
CRI
31
Colonial River Investments
Virginia
$221K +$221K +8,625 New
AC
32
Apella Capital
Connecticut
$216K +$1.28K +50 +0.6%
UBS Group
33
UBS Group
Switzerland
$54K -$5.73K -224 -10%
OIA
34
Optimum Investment Advisors
Illinois
$42.2K – – –
GFPC
35
Global Financial Private Client
Florida
$41.7K +$37.9K +1,480 +1,000%
ZIG
36
Zullo Investment Group
Pennsylvania
$33.3K – – –
HI
37
Harbour Investments
Wisconsin
$28.5K +$4.51K +176 +19%
GRP
38
Global Retirement Partners
California
$27.8K +$896 +35 +3%
EE
39
EWG Elevate
California
$25.9K +$25.9K +1,012 New
NA
40
NewEdge Advisors
Louisiana
$24.5K +$4.5K +4,480 +22%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +271 New
IGWM
42
ICA Group Wealth Management
Colorado
$3.51K +$3.51K +137 New
C
43
Covestor
United Kingdom
$2K +$137 +5 +7%
ACM
44
Absolute Capital Management
Pennsylvania
– -$30K -1,173 Closed
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
– -$5K -218 Closed
ACK
46
Andrew C. Karlinski
– -$2K -79 Closed
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