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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

37 hedge funds and large institutions have $91.1M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
17
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.2M
3
AWM
3
AE Wealth Management
Kansas
$4.56M
4
KFS
4
Kelly Financial Services
Massachusetts
$2.41M
5
CW
5
CreativeOne Wealth
Kansas
$2.53M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
PAG
2
Private Advisor Group
New Jersey
$409K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AC
4
Apella Capital
Connecticut
$329K
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$88.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$20.8M +$6.86M +221,069 +49%
APC
2
Aspire Private Capital
North Carolina
$19.9M +$723K +23,307 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.2M +$2.58M +83,167 +27%
RCM
4
Raleigh Capital Management
North Carolina
$6.79M +$6.79M +218,886 New
PAS
5
Park Avenue Securities
New York
$4.92M +$1.26M +40,579 +34%
AWM
6
AE Wealth Management
Kansas
$4.56M +$2.13M +68,680 +88%
GM
7
GeoWealth Management
Illinois
$2.72M +$104K +3,349 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.67M +$399K +12,854 +18%
CW
9
CreativeOne Wealth
Kansas
$2.53M +$1.29M +41,629 +104%
KFS
10
Kelly Financial Services
Massachusetts
$2.41M +$1.83M +59,063 +315%
AWM
11
Axxcess Wealth Management
California
$2.35M +$2.35M +75,745 New
CAAS
12
Capital Asset Advisory Services
Michigan
$1.81M +$107K +3,459 +6%
GLA
13
Good Life Advisors
Pennsylvania
$1.28M -$11.7K -376 -0.9%
T
14
TRUADVICE
Florida
$1.01M -$91.7K -3,084 -8%
Jane Street
15
Jane Street
New York
$834K +$314K +10,135 +60%
SFG
16
Sage Financial Group
Pennsylvania
$734K +$734K +23,675 New
NA
17
NewEdge Advisors
Louisiana
$660K +$209K +6,722 +46%
EAM
18
Empirical Asset Management
Massachusetts
$453K +$453K +14,613 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$430K -$74.4K -2,399 -15%
PAG
20
Private Advisor Group
New Jersey
$409K -$391K -12,621 -49%
MWM
21
Maripau Wealth Management
Indiana
$398K +$398K +13,480 New
AC
22
Apella Capital
Connecticut
$329K -$220K -7,077 -40%
DIM
23
Delta Investment Management
California
$234K +$14.7K +474 +7%
TCWM
24
Total Clarity Wealth Management
Illinois
$151K +$372 +12 +0.2%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$131K +$57.6K +1,856 +79%
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