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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

38 hedge funds and large institutions have $114M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
16
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.4M
3
APC
3
Aspire Private Capital
North Carolina
$19M
4
PAS
4
Park Avenue Securities
New York
$5.19M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$2.5M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$13.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.41M
3
RCM
3
Raleigh Capital Management
North Carolina
$5.16M
4
CAAS
4
Capital Asset Advisory Services
Michigan
$1.07M
5
CP
5
Castleview Partners
Texas
$9.06K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$23.9M +$10.6M +391,163 +80%
APC
2
Aspire Private Capital
North Carolina
$19M +$4.57M +168,221 +32%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.4M +$8.65M +318,825 +89%
SS
4
Simplicity Solutions
Minnesota
$13.3M -$2.67M -98,265 -17%
AWM
5
AE Wealth Management
Kansas
$5.34M +$1.06M +39,207 +25%
PAS
6
Park Avenue Securities
New York
$5.19M +$2.24M +82,443 +76%
RCM
7
Raleigh Capital Management
North Carolina
$5.16M -$421K -15,512 -8%
AWM
8
Axxcess Wealth Management
California
$3.35M +$1.46M +53,882 +77%
GM
9
GeoWealth Management
Illinois
$2.7M +$1.01M +37,287 +60%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.5M +$1.9M +70,055 +320%
KFS
11
Kelly Financial Services
Massachusetts
$2.46M +$335K +12,348 +16%
CW
12
CreativeOne Wealth
Kansas
$2.45M +$984K +36,253 +67%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.27M +$542K +19,946 +31%
Citadel Advisors
14
Citadel Advisors
Florida
$1.41M -$554K -20,419 -28%
CAAS
15
Capital Asset Advisory Services
Michigan
$1.07M -$325K -11,956 -23%
GLA
16
Good Life Advisors
Pennsylvania
$1.07M -$21.2K -780 -2%
Jane Street
17
Jane Street
New York
$949K -$81.4K -3,000 -8%
T
18
TRUADVICE
Florida
$754K -$123K -4,422 -14%
NA
19
NewEdge Advisors
Louisiana
$465K +$180K +6,641 +63%
EAM
20
Empirical Asset Management
Massachusetts
$397K – – –
MWM
21
Maripau Wealth Management
Indiana
$320K -$48.6K -1,743 -13%
PAG
22
Private Advisor Group
New Jersey
$313K -$33.4K -1,231 -10%
AWS
23
Atria Wealth Solutions
New York
$251K +$251K +9,240 New
AC
24
Apella Capital
Connecticut
$227K -$14.1K -521 -6%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$24.1K +887 +25%
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