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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

45 hedge funds and large institutions have $164M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
24
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.4M
2
APC
2
Aspire Private Capital
North Carolina
$22.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.56M
4
Jane Street
4
Jane Street
New York
$2.21M
5
LPL Financial
5
LPL Financial
California
$43.7M

Top Sellers

1
MPW
1
MGO Private Wealth
California
$0
2
CW
2
CreativeOne Wealth
Kansas
$2.13M
3
CAAS
3
Capital Asset Advisory Services
Michigan
$236K
4
RWPA
4
Richard W. Paul & Associates
Michigan
$337K
5
SS
5
Simplicity Solutions
Minnesota
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$393K +$393K +14,902 New
EAM
27
Empirical Asset Management
Massachusetts
$390K +$1.69K +64 +0.4%
MWM
28
Maripau Wealth Management
Indiana
$362K +$7.2K +273 +2%
PAG
29
Private Advisor Group
New Jersey
$358K +$1.9K +72 +0.5%
CAN
30
Cetera Advisor Networks
California
$342K +$13.2K +500 +4%
Citadel Advisors
31
Citadel Advisors
Florida
$338K +$338K +12,819 New
RWPA
32
Richard W. Paul & Associates
Michigan
$337K -$266K -10,096 -44%
CCG
33
Capital CS Group
California
$333K +$333K +12,636 New
WFAG
34
Worth Financial Advisory Group
North Carolina
$260K +$260K +9,851 New
CAAS
35
Capital Asset Advisory Services
Michigan
$236K -$379K -14,382 -62%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$235K +$235K +8,910 New
CRI
37
Colonial River Investments
Virginia
$231K +$3.43K +130 +2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$223K -$17.7K -672 -7%
GFPC
39
Global Financial Private Client
Florida
$143K +$99.9K +3,787 +233%
HI
40
Harbour Investments
Wisconsin
$51.3K +$22K +835 +75%
OIA
41
Optimum Investment Advisors
Illinois
$43.5K – – –
GRP
42
Global Retirement Partners
California
$27.4K -$1.4K -53 -5%
FFA
43
Farther Finance Advisors
California
$20.8K +$20.8K +789 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
C
45
Covestor
United Kingdom
$2K +$447 +21 +29%
MPW
46
MGO Private Wealth
California
– -$1.26M -49,142 Closed
UBS Group
47
UBS Group
Switzerland
– -$54K -2,111 Closed
ZIG
48
Zullo Investment Group
Pennsylvania
– -$33.3K -1,302 Closed
EE
49
EWG Elevate
California
– -$25.9K -1,012 Closed
IGWM
50
ICA Group Wealth Management
Colorado
– -$3.51K -137 Closed
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