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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

38 hedge funds and large institutions have $128M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
22
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.6M
2
LPL Financial
2
LPL Financial
California
$32.8M
3
GM
3
GeoWealth Management
Illinois
$4.44M
4
APC
4
Aspire Private Capital
North Carolina
$19.1M
5
AWM
5
AE Wealth Management
Kansas
$6.18M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$3.66M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CAAS
3
Capital Asset Advisory Services
Michigan
$766K
4
RCM
4
Raleigh Capital Management
North Carolina
$4.64M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$32.8M +$10.4M +405,938 +46%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.6M +$12.3M +483,071 +71%
APC
3
Aspire Private Capital
North Carolina
$19.1M +$1.17M +45,964 +7%
AWM
4
AE Wealth Management
Kansas
$6.18M +$1.16M +45,491 +23%
PAS
5
Park Avenue Securities
New York
$6M +$1.11M +43,627 +23%
RCM
6
Raleigh Capital Management
North Carolina
$4.64M -$217K -8,514 -4%
GM
7
GeoWealth Management
Illinois
$4.44M +$1.9M +74,448 +75%
SS
8
Simplicity Solutions
Minnesota
$3.66M -$8.87M -347,666 -71%
AWM
9
Axxcess Wealth Management
California
$3.44M +$290K +11,344 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.76M +$625K +24,503 +29%
CW
11
CreativeOne Wealth
Kansas
$2.57M +$264K +10,331 +11%
KFS
12
Kelly Financial Services
Massachusetts
$2.56M +$248K +9,709 +11%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.54M +$195K +7,652 +8%
T
14
TRUADVICE
Florida
$976K +$292K +11,633 +43%
GLA
15
Good Life Advisors
Pennsylvania
$954K -$56.2K -2,200 -6%
MPW
16
MGO Private Wealth
California
$938K +$938K +36,735 New
Jane Street
17
Jane Street
New York
$822K -$70.2K -2,750 -8%
CAAS
18
Capital Asset Advisory Services
Michigan
$766K -$244K -9,543 -24%
NA
19
NewEdge Advisors
Louisiana
$509K +$71.5K +2,799 +16%
BWP
20
Balboa Wealth Partners
Arizona
$497K +$497K +19,461 New
CP
21
Castleview Partners
Texas
$484K +$467K +18,300 +2,824%
EAM
22
Empirical Asset Management
Massachusetts
$375K +$1.69K +66 +0.5%
MWM
23
Maripau Wealth Management
Indiana
$318K +$29.5K +1,172 +10%
PAG
24
Private Advisor Group
New Jersey
$295K – – –
AWS
25
Atria Wealth Solutions
New York
$253K +$16.8K +658 +7%
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