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SPDR SSGA Fixed Income Sector Rotation ETF
FISR

Overview Fund Activity

70 hedge funds and large institutions have $319M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
0.95%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
7
Increased
33
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$82M
2
APW
2
Austin Private Wealth
Texas
$6.75M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.9M
4
NA
4
NewEdge Advisors
Louisiana
$18.7M
5
LFG
5
Lockerman Financial Group
California
$1.78M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$979K
2
GLA
2
Good Life Advisors
Pennsylvania
$0
3
VF
3
Virtu Financial
New York
$0
4
APC
4
Aspire Private Capital
North Carolina
$20.1M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$82M +$12.6M +487,140 +18%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$64.1M -$885K -34,195 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.9M +$4.15M +160,406 +10%
APC
4
Aspire Private Capital
North Carolina
$20.1M -$1.36M -52,621 -6%
NA
5
NewEdge Advisors
Louisiana
$18.7M +$3.99M +154,186 +27%
RCM
6
Raleigh Capital Management
North Carolina
$10.3M +$248K +9,591 +2%
PAS
7
Park Avenue Securities
New York
$9.65M +$136K +5,244 +1%
HWP
8
Hibernia Wealth Partners
Louisiana
$9.22M -$142K -5,501 -2%
LWMI
9
Landmark Wealth Management (Illinois)
Illinois
$6.89M +$1.16M +44,635 +20%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.87M +$666K +25,736 +11%
APW
11
Austin Private Wealth
Texas
$6.75M +$6.22M +240,359 +1,169%
AWM
12
Axxcess Wealth Management
California
$5.13M +$239K +9,231 +5%
NA
13
Novus Advisors
South Carolina
$2.8M +$297K +11,469 +12%
AWM
14
AE Wealth Management
Kansas
$2.73M +$530K +20,461 +24%
SAW
15
Signal Advisors Wealth
Michigan
$2.6M +$71.5K +2,761 +3%
BWP
16
Balboa Wealth Partners
Arizona
$2.07M +$179K +6,926 +9%
CW
17
CreativeOne Wealth
Kansas
$1.86M +$346K +13,379 +23%
LFG
18
Lockerman Financial Group
California
$1.78M +$1.78M +68,698 New
HI
19
Harbour Investments
Wisconsin
$1.71M +$190K +7,330 +12%
ATC
20
Argent Trust Co
Tennessee
$1.61M -$50.4K -1,946 -3%
IPWA
21
International Private Wealth Advisors
California
$1.49M +$286K +11,054 +24%
IWM
22
Iams Wealth Management
Nebraska
$1.05M -$1.66K -64 -0.2%
GM
23
GeoWealth Management
Illinois
$979K -$5.35M -206,613 -85%
AWS
24
Atria Wealth Solutions
New York
$773K -$179K -6,916 -19%
TC
25
TownSquare Capital
Utah
$766K +$766K +29,582 New
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