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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

68 hedge funds and large institutions have $350M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
42
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$67.1M
2
LPL Financial
2
LPL Financial
California
$85.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$46.5M
4
NA
4
NewEdge Advisors
Louisiana
$15.1M
5
GM
5
GeoWealth Management
Illinois
$10.2M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
HWP
2
Hibernia Wealth Partners
Louisiana
$19.3M
3
ATC
3
Argent Trust Co
Tennessee
$1.51M
4
CP
4
Castleview Partners
Texas
$624K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$725K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$85.2M +$20.9M +787,437 +33%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$67.1M +$28.1M +1,055,910 +72%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$46.5M +$10.5M +395,980 +29%
APC
4
Aspire Private Capital
North Carolina
$23.3M +$1.52M +57,340 +7%
HWP
5
Hibernia Wealth Partners
Louisiana
$19.3M -$374K -14,063 -2%
NA
6
NewEdge Advisors
Louisiana
$15.1M +$10.1M +380,463 +204%
PAS
7
Park Avenue Securities
New York
$11.5M +$3.86M +145,170 +51%
GM
8
GeoWealth Management
Illinois
$10.2M +$8.38M +315,133 +453%
RCM
9
Raleigh Capital Management
North Carolina
$9.53M +$2.13M +80,233 +29%
LWMI
10
Landmark Wealth Management (Illinois)
Illinois
$8.81M +$3.08M +115,924 +54%
HighTower Advisors
11
HighTower Advisors
Illinois
$7.11M +$1.12M +42,226 +19%
AWM
12
Axxcess Wealth Management
California
$6.07M +$407K +15,293 +7%
SA
13
Sanctuary Advisors
Indiana
$3.5M +$736K +28,667 +27%
KFS
14
Kelly Financial Services
Massachusetts
$2.83M +$38.6K +1,452 +1%
AWM
15
AE Wealth Management
Kansas
$2.38M +$595K +22,377 +33%
HI
16
Harbour Investments
Wisconsin
$2.23M +$839K +31,564 +60%
BWP
17
Balboa Wealth Partners
Arizona
$2.2M +$305K +11,469 +16%
CW
18
CreativeOne Wealth
Kansas
$1.98M +$714K +26,842 +57%
GLA
19
Good Life Advisors
Pennsylvania
$1.9M -$5.82K -219 -0.3%
ATC
20
Argent Trust Co
Tennessee
$1.51M -$228K -8,563 -13%
IPWA
21
International Private Wealth Advisors
California
$1.32M +$319K +11,981 +32%
APW
22
Austin Private Wealth
Texas
$1.24M +$894K +33,615 +257%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$1.21M -$3.48K -131 -0.3%
AWS
24
Atria Wealth Solutions
New York
$1.06M +$74.3K +2,793 +8%
IWM
25
Iams Wealth Management
Nebraska
$1.04M +$486K +18,280 +88%
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