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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 %
HAS
51
HBW Advisory Services
California
$281K +$24.6K +924 +10%
AFG
52
Atomi Financial Group
New York
$263K +$263K +9,896 New
FSA
53
Financial Sense Advisors
California
$255K – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$249K +$249K +9,359 New
LFG
55
Lockerman Financial Group
California
$248K +$248K +9,309 New
NL
56
NWAM LLC
Washington
$237K – – –
MCA
57
MSH Capital Advisors
Arizona
$223K -$53 -2 -0%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$216K -$16K -603 -7%
Jane Street
59
Jane Street
New York
$209K +$209K +7,853 New
RFS
60
Richardson Financial Services
Massachusetts
$173K +$98.5K +3,776 +131%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$125K – – –
GRP
62
Global Retirement Partners
California
$67.4K +$2.63K +99 +4%
FFA
63
Farther Finance Advisors
California
$45.4K -$43.9K -1,652 -49%
SAM
64
Smartleaf Asset Management
Massachusetts
$19.2K +$2.45K +92 +15%
RFG
65
REAP Financial Group
Texas
$10.9K +$7.23K +272 +197%
FFA
66
Frazier Financial Advisors
Ohio
$1.56K +$26 +1 +2%
C
67
Covestor
United Kingdom
$1K +$204 +11 +26%
CJ
68
Caitlin John
Michigan
$284 +$284 +11 New
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
– -$1.71M -67,171 Closed
UBS Group
70
UBS Group
Switzerland
– -$6.87K -270 Closed
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