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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

43 hedge funds and large institutions have $144M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
24
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.2M
2
GM
2
GeoWealth Management
Illinois
$5.6M
3
AWM
3
Axxcess Wealth Management
California
$4.54M
4
AWM
4
AE Wealth Management
Kansas
$7.24M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.5M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$2.79M
2
T
2
TRUADVICE
Florida
$696K
3
RCM
3
Raleigh Capital Management
North Carolina
$4.42M
4
CAAS
4
Capital Asset Advisory Services
Michigan
$597K
5
Jane Street
5
Jane Street
New York
$704K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$41.2M +$8.28M +323,393 +25%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.5M +$830K +32,419 +3%
APC
3
Aspire Private Capital
North Carolina
$19.9M +$810K +31,619 +4%
AWM
4
AE Wealth Management
Kansas
$7.24M +$1.04M +40,608 +17%
PAS
5
Park Avenue Securities
New York
$6.13M +$113K +4,400 +2%
GM
6
GeoWealth Management
Illinois
$5.6M +$1.14M +44,553 +26%
AWM
7
Axxcess Wealth Management
California
$4.54M +$1.09M +42,550 +32%
RCM
8
Raleigh Capital Management
North Carolina
$4.42M -$226K -8,813 -5%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.16M +$393K +15,345 +14%
KFS
10
Kelly Financial Services
Massachusetts
$3.06M +$496K +19,390 +19%
SS
11
Simplicity Solutions
Minnesota
$2.79M -$880K -34,376 -24%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.66M +$112K +4,378 +4%
CW
13
CreativeOne Wealth
Kansas
$2.46M -$119K -4,631 -5%
BWP
14
Balboa Wealth Partners
Arizona
$1.28M +$779K +30,412 +156%
MPW
15
MGO Private Wealth
California
$1.26M +$318K +12,407 +34%
GLA
16
Good Life Advisors
Pennsylvania
$957K +$77 +3 +0%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$748K +$748K +29,204 New
Jane Street
18
Jane Street
New York
$704K -$121K -4,713 -15%
T
19
TRUADVICE
Florida
$696K -$330K -12,484 -32%
CAAS
20
Capital Asset Advisory Services
Michigan
$597K -$171K -6,687 -22%
RWPA
21
Richard W. Paul & Associates
Michigan
$585K +$585K +22,867 New
CP
22
Castleview Partners
Texas
$503K +$18K +703 +4%
IWC
23
Integrated Wealth Concepts
Massachusetts
$488K +$488K +19,048 New
EAM
24
Empirical Asset Management
Massachusetts
$377K +$896 +35 +0.2%
MWM
25
Maripau Wealth Management
Indiana
$359K +$21.9K +822 +6%
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