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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

68 hedge funds and large institutions have $350M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
42
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$67.1M
2
LPL Financial
LPL Financial
California
$85.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.5M
4
NA
NewEdge Advisors
Louisiana
$15.1M
5
GM
GeoWealth Management
Illinois
$10.2M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
2
HWP
Hibernia Wealth Partners
Louisiana
$19.3M
3
ATC
Argent Trust Co
Tennessee
$1.51M
4
CP
Castleview Partners
Texas
$624K
5
Osaic Holdings
Osaic Holdings
Arizona
$725K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.02M +$693K +26,081 +214%
OWA
27
Outlook Wealth Advisors
Texas
$938K +$602K +22,623 +179%
ACP
28
Aveo Capital Partners
Colorado
$902K +$343K +12,914 +61%
GFPC
29
Global Financial Private Client
Florida
$771K +$99K +3,724 +15%
MFG
30
Merit Financial Group
Georgia
$759K -$23K -864 -3%
VAG
31
VisionPoint Advisory Group
Texas
$729K -$51.1K -1,920 -7%
Osaic Holdings
32
Osaic Holdings
Arizona
$725K -$70.5K -2,651 -9%
CP
33
Castleview Partners
Texas
$624K -$152K -5,704 -20%
QWM
34
Quadcap Wealth Management
Texas
$581K -$27 -1 -0%
AI
35
Atria Investments
North Carolina
$580K +$78.5K +2,954 +16%
FI
36
FWG Investments
Kentucky
$580K +$115K +4,326 +25%
WFAG
37
Worth Financial Advisory Group
North Carolina
$533K +$153K +5,755 +40%
CAAS
38
Capital Asset Advisory Services
Michigan
$494K +$180K +6,870 +57%
EAM
39
Empirical Asset Management
Massachusetts
$436K +$24.6K +926 +6%
Citadel Advisors
40
Citadel Advisors
Florida
$423K +$423K +15,915 New
RJA
41
Raymond James & Associates
Florida
$385K -$20.7K -779 -5%
PS
42
Principal Securities
Iowa
$377K +$208K +7,820 +123%
Morgan Stanley
43
Morgan Stanley
New York
$372K +$372K +13,998 New
TVM
44
True Vision MN
Minnesota
$358K +$24.1K +906 +7%
ACM
45
Absolute Capital Management
Pennsylvania
$321K +$321K +12,069 New
MWM
46
Maripau Wealth Management
Indiana
$319K -$9.41K -354 -3%
SAW
47
Signal Advisors Wealth
Michigan
$319K +$319K +12,002 New
PAG
48
Private Advisor Group
New Jersey
$303K +$9.33K +351 +3%
RWPA
49
Richard W. Paul & Associates
Michigan
$302K +$150K +5,637 +98%
FA
50
FSA Advisors
Michigan
$287K +$3K +118 +1%
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