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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

55 hedge funds and large institutions have $205M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+16
Holders Change %
+41.03%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
20
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWP
1
Hibernia Wealth Partners
Louisiana
$8.8M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$22.7M
3
AWM
3
AE Wealth Management
Kansas
$14.3M
4
LPL Financial
4
LPL Financial
California
$47.2M
5
GM
5
GeoWealth Management
Illinois
$6.05M

Top Sellers

1
APC
1
Aspire Private Capital
North Carolina
$20.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.95M
3
CCG
3
Capital CS Group
California
$0
4
VF
4
Virtu Financial
New York
$0
5
CA
5
Cetera Advisors
Colorado
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
26
VisionPoint Advisory Group
Texas
$635K +$181K +6,960 +40%
AWS
27
Atria Wealth Solutions
New York
$629K +$9.73K +374 +2%
QWM
28
Quadcap Wealth Management
Texas
$569K +$569K +21,865 New
MFG
29
Merit Financial Group
Georgia
$502K +$129K +4,954 +35%
GFPC
30
Global Financial Private Client
Florida
$464K +$289K +11,125 +166%
CAN
31
Cetera Advisor Networks
California
$430K +$144K +5,538 +50%
EAM
32
Empirical Asset Management
Massachusetts
$410K +$3.28K +126 +0.8%
ACP
33
Aveo Capital Partners
Colorado
$385K +$32.7K +1,256 +9%
MWM
34
Maripau Wealth Management
Indiana
$344K -$1.17K -45 -0.3%
SAW
35
Signal Advisors Wealth
Michigan
$344K +$344K +13,204 New
RJA
36
Raymond James & Associates
Florida
$324K -$64.8K -2,492 -17%
PAG
37
Private Advisor Group
New Jersey
$285K +$15.1K +580 +6%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$263K +$263K +10,108 New
FA
39
FSA Advisors
Michigan
$254K +$254K +9,746 New
FI
40
FWG Investments
Kentucky
$238K +$238K +9,162 New
HAS
41
HBW Advisory Services
California
$226K +$226K +8,676 New
FSA
42
Financial Sense Advisors
California
$206K +$206K +7,904 New
APW
43
Austin Private Wealth
Texas
$205K +$205K +7,893 New
CP
44
Castleview Partners
Texas
$203K -$101K -3,866 -33%
RWPA
45
Richard W. Paul & Associates
Michigan
$152K +$65.4K +2,512 +75%
FFA
46
Farther Finance Advisors
California
$78.3K -$53.7K -2,063 -41%
GRP
47
Global Retirement Partners
California
$61.1K +$2.86K +111 +5%
SAM
48
Smartleaf Asset Management
Massachusetts
$16.2K +$16.2K +622 New
T
49
Tidemark
California
$9.78K +$9.78K +376 New
Wells Fargo
50
Wells Fargo
California
$4.87K +$4.87K +187 New
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