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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

43 hedge funds and large institutions have $170M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
6
Increased
20
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.9M
2
ATC
2
Argent Trust Co
Tennessee
$2.33M
3
NA
3
NewEdge Advisors
Louisiana
$2.76M
4
CCG
4
Capital CS Group
California
$1.65M
5
HI
5
Harbour Investments
Wisconsin
$943K

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
LPL Financial
2
LPL Financial
California
$41.2M
3
Jane Street
3
Jane Street
New York
$856K
4
CW
4
CreativeOne Wealth
Kansas
$1.33M
5
OWA
5
Outlook Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
26
Castleview Partners
Texas
$525K +$21.1K +815 +4%
ACP
27
Aveo Capital Partners
Colorado
$394K +$5.54K +214 +1%
RJA
28
Raymond James & Associates
Florida
$384K -$8.2K -317 -2%
EAM
29
Empirical Asset Management
Massachusetts
$381K -$1.11K -43 -0.3%
MWM
30
Maripau Wealth Management
Indiana
$359K +$3.34K +129 +0.9%
ASN
31
Advisory Services Network
Georgia
$323K -$62.2K -2,406 -16%
CAN
32
Cetera Advisor Networks
California
$315K -$19.7K -760 -6%
PAG
33
Private Advisor Group
New Jersey
$302K -$46.9K -1,821 -13%
WFAG
34
Worth Financial Advisory Group
North Carolina
$247K -$7.32K -283 -3%
VAG
35
VisionPoint Advisory Group
Texas
$178K +$178K +6,866 New
RWPA
36
Richard W. Paul & Associates
Michigan
$149K -$181K -7,012 -55%
GFPC
37
Global Financial Private Client
Florida
$136K -$3.04K -118 -2%
FFA
38
Farther Finance Advisors
California
$92K +$71.6K +2,770 +351%
UBS Group
39
UBS Group
Switzerland
$90.5K +$90.5K +3,498 New
GRP
40
Global Retirement Partners
California
$26.5K -$259 -10 -1%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$4.22K +$4.22K +163 New
IGWM
42
ICA Group Wealth Management
Colorado
$3.31K +$3.31K +128 New
C
43
Covestor
United Kingdom
$2K -$892 -29 -31%
SS
44
Simplicity Solutions
Minnesota
– -$2.66M -100,966 Closed
OWA
45
Outlook Wealth Advisors
Texas
– -$517K -19,607 Closed
CAAS
46
Capital Asset Advisory Services
Michigan
– -$236K -8,951 Closed
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
– -$235K -8,910 Closed
CRI
48
Colonial River Investments
Virginia
– -$231K -8,755 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$223K -8,477 Closed
OIA
50
Optimum Investment Advisors
Illinois
– -$43.5K -1,650 Closed
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