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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

45 hedge funds and large institutions have $164M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
24
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.4M
2
APC
2
Aspire Private Capital
North Carolina
$22.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.56M
4
Jane Street
4
Jane Street
New York
$2.21M
5
LPL Financial
5
LPL Financial
California
$43.7M

Top Sellers

1
MPW
1
MGO Private Wealth
California
$0
2
CW
2
CreativeOne Wealth
Kansas
$2.13M
3
CAAS
3
Capital Asset Advisory Services
Michigan
$236K
4
RWPA
4
Richard W. Paul & Associates
Michigan
$337K
5
SS
5
Simplicity Solutions
Minnesota
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$43.7M +$1.3M +49,302 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.4M +$5.95M +225,861 +19%
APC
3
Aspire Private Capital
North Carolina
$22.6M +$2.07M +78,473 +10%
AWM
4
AE Wealth Management
Kansas
$8.01M +$559K +21,221 +8%
PAS
5
Park Avenue Securities
New York
$6.24M -$66.2K -2,511 -1%
GM
6
GeoWealth Management
Illinois
$5.61M -$151K -5,732 -3%
AWM
7
Axxcess Wealth Management
California
$5.11M +$436K +16,541 +9%
RCM
8
Raleigh Capital Management
North Carolina
$5.06M +$507K +19,233 +11%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.56M +$1.82M +69,076 +66%
KFS
10
Kelly Financial Services
Massachusetts
$3.51M +$352K +13,352 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.42M +$166K +6,306 +5%
SS
12
Simplicity Solutions
Minnesota
$2.66M -$213K -8,091 -7%
Jane Street
13
Jane Street
New York
$2.21M +$1.49M +56,350 +205%
CW
14
CreativeOne Wealth
Kansas
$2.13M -$396K -15,030 -16%
BWP
15
Balboa Wealth Partners
Arizona
$1.3M -$14K -532 -1%
T
16
TRUADVICE
Florida
$1.12M +$421K +15,939 +60%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1M +$230K +8,732 +30%
GLA
18
Good Life Advisors
Pennsylvania
$976K -$9.38K -356 -1%
NA
19
NewEdge Advisors
Louisiana
$733K +$89.7K +3,402 +14%
IWC
20
Integrated Wealth Concepts
Massachusetts
$598K +$96.3K +3,654 +19%
OWA
21
Outlook Wealth Advisors
Texas
$517K +$517K +19,607 New
CP
22
Castleview Partners
Texas
$514K -$3.9K -148 -0.8%
AWS
23
Atria Wealth Solutions
New York
$417K +$153K +5,799 +58%
RJA
24
Raymond James & Associates
Florida
$399K +$399K +15,150 New
ACP
25
Aveo Capital Partners
Colorado
$396K +$45.5K +1,727 +13%
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