FISR Institutional Ownership
State Street Fixed Income Sector Rotation ETF
1W: -0.6%
1M: -2.9%
3M: -4.5%
YTD: -5.2%
1Y: -5.4%
3Y: +8.2%
5Y: -10.9%
$24.37
-0.04 (-0.16%)
Weekly Expected Move ±0.8%
$24
$24
$24
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FISR
84
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
404M
Total Invested
9
New Positions
19
Increased
52
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (93 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,544,540 | 86M | -814,806 | -18.7% | 25Q | SEC ↗ |
| 2 | Envestnet Portfolio Solutions, Inc. | 3,494,333 | 85M | -227,621 | -6.1% | 12Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2,608,300 | 64M | -312,241 | -10.7% | 29Q | SEC ↗ |
| 4 | Aspire Private Capital, LLC | 851,703 | 21M | -44,889 | -5.0% | 22Q | SEC ↗ |
| 5 | NewEdge Advisors, LLC | 848,331 | 21M | -3,124 | -0.4% | 22Q | SEC ↗ |
| 6 | Cerity Partners LLC | 525,658 | 13M | -94,134 | -15.2% | 2Q | SEC ↗ |
| 7 | Raleigh Capital Management Inc. | 490,557 | 12M | -28,447 | -5.5% | 19Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 413,378 | 10M | -13,630 | -3.2% | 18Q | SEC ↗ |
| 9 | Hibernia Wealth Partners, LLC | 409,212 | 10M | -349,859 | -46.1% | 11Q | SEC ↗ |
| 10 | PARK AVENUE SECURITIES LLC | 404,902 | 10M | -63,912 | -13.6% | 29Q | SEC ↗ |
| 11 | LANDMARK WEALTH MANAGEMENT, INC. | 288,333 | 7M | -94,344 | -24.7% | 9Q | SEC ↗ |
| 12 | PRINCIPAL SECURITIES, INC. | 187,354 | 5M | +92,674 | +97.9% | 9Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 143,413 | 3M | +3,333 | +2.4% | 5Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 139,779 | 3M | -20,815 | -13.0% | 7Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 116,908 | 3M | -4,459 | -3.7% | 17Q | SEC ↗ |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | 114,438 | 3M | -64,170 | -35.9% | 19Q | SEC ↗ |
| 17 | AE Wealth Management LLC | 106,457 | 3M | -27,426 | -20.5% | 27Q | SEC ↗ |
| 18 | LOCKERMAN FINANCIAL GROUP, INC. | 103,473 | 3M | +31,827 | +44.4% | 5Q | SEC ↗ |
| 19 | NOVUS ADVISORS, LLC | 90,314 | 2M | -34,833 | -27.8% | 7Q | SEC ↗ |
| 20 | Signal Advisors Wealth, LLC | 76,542 | 2M | -69,718 | -47.7% | 8Q | SEC ↗ |
| 21 | Legacy Wealth Partners, LLC | 76,205 | 2M | -16,333 | -17.7% | 3Q | SEC ↗ |
| 22 | International Private Wealth Advisors | 71,825 | 2M | -12,925 | -15.3% | 11Q | SEC ↗ |
| 23 | Founders Financial Alliance, LLC NEW | 69,169 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Sanctuary Advisors, LLC | 67,380 | 2M | +8,417 | +14.3% | 9Q | SEC ↗ |
| 25 | Valtinson Bruner Financial Planning LL | 66,154 | 2M | +7,713 | +13.2% | 6Q | SEC ↗ |
| 26 | Argent Trust Co | 50,125 | 1M | -3,059 | -5.8% | 13Q | SEC ↗ |
| 27 | True Vision MN LLC | 45,419 | 1M | +9,813 | +27.6% | 9Q | SEC ↗ |
| 28 | CreativeOne Wealth, LLC | 44,545 | 1M | -55,825 | -55.6% | 27Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 36,169 | 881K | +16,946 | +88.2% | 8Q | SEC ↗ |
| 30 | Balboa Wealth Partners | 29,621 | 722K | -60,767 | -67.2% | 16Q | SEC ↗ |
| 31 | CREATIVE FINANCIAL DESIGNS INC /ADV | 29,470 | 718K | +8,155 | +38.3% | 6Q | SEC ↗ |
| 32 | World Investment Advisors | 28,177 | 687K | +4,345 | +18.2% | 3Q | SEC ↗ |
| 33 | GeoWealth Management, LLC | 26,028 | 634K | -8,690 | -25.0% | 26Q | SEC ↗ |
| 34 | WealthPoint Financial, LLC | 23,259 | 567K | -13,150 | -36.1% | 3Q | SEC ↗ |
| 35 | Balefire, LLC | 22,776 | 555K | -2,383 | -9.5% | 13Q | SEC ↗ |
| 36 | Independent Advisor Alliance | 21,332 | 520K | +6,306 | +42.0% | 3Q | SEC ↗ |
| 37 | Global Financial Private Client, LLC | 19,205 | 468K | -10,110 | -34.5% | 17Q | SEC ↗ |
| 38 | Stratos Wealth Partners, LTD. | 18,425 | 449K | +1,081 | +6.2% | 5Q | SEC ↗ |
| 39 | Worth Financial Advisory Group, LLC NEW | 15,619 | 381K | — | +0.0% | 1Q | SEC ↗ |
| 40 | NWAM LLC | 15,560 | 379K | +4,677 | +43.0% | 10Q | SEC ↗ |
| 41 | Integrity Wealth Partners, LLC NEW | 14,891 | 363K | — | +0.0% | 1Q | SEC ↗ |
| 42 | FSA Advisors, Inc. | 14,443 | 352K | -2,513 | -14.8% | 3Q | SEC ↗ |
| 43 | October Effect Ltd | 13,165 | 321K | +360 | +2.8% | 4Q | SEC ↗ |
| 44 | Quadcap Wealth Management, LLC | 12,770 | 311K | -3,410 | -21.1% | 11Q | SEC ↗ |
| 45 | Kelly Financial Services LLC | 12,737 | 310K | -3,834 | -23.1% | 21Q | SEC ↗ |
| 46 | Arete Wealth Advisors, LLC NEW | 12,253 | 299K | — | +0.0% | 1Q | SEC ↗ |
| 47 | MSH Capital Advisors LLC | 10,778 | 263K | — | +0.0% | 9Q | SEC ↗ |
| 48 | Empirical Asset Management, LLC | 10,723 | 261K | -534 | -4.7% | 19Q | SEC ↗ |
| 49 | Triumph Capital Management | 10,040 | 245K | +1,385 | +16.0% | 5Q | SEC ↗ |
| 50 | MORGAN STANLEY | 9,727 | 237K | -2,375 | -19.6% | 4Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Founders Financial Alliance, LLC | 69,169 | 2M |
| Worth Financial Advisory Group, LLC | 15,619 | 381K |
| Integrity Wealth Partners, LLC | 14,891 | 363K |
| Arete Wealth Advisors, LLC | 12,253 | 299K |
| CITADEL ADVISORS LLC | 9,682 | 236K |
| Thompson David Blair | 9,409 | 229K |
| Integrated Wealth Concepts LLC | 2,513 | 61K |
| CWM, LLC | 1,590 | 39K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,244 | 30K |
| JONES FINANCIAL COMPANIES LLLP | 477 | 12K |
| Global Retirement Partners, LLC | 137 | 3K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IAMS WEALTH MANAGEMENT, LLC | 39,070 | 952K |
| Global Assets Advisory, LLC | 31,990 | 780K |
| Outlook Wealth Advisors, LLC | 19,053 | 464K |
| Private Advisor Group, LLC | 13,647 | 333K |
| Capital Asset Advisory Services LLC | 12,031 | 293K |
| MARIPAU WEALTH MANAGEMENT LLC | 9,272 | 226K |
| FWG Investments, LLC. | 8,813 | 215K |
| Atria Investments, Inc | 8,342 | 203K |
| ROYAL BANK OF CANADA | 6,327 | 154K |
| Kestra Advisory Services, LLC | 5,386 | 131K |
| BANK OF AMERICA CORP /DE | 3,329 | 81K |
| WELLS FARGO & COMPANY/MN | 3,101 | 76K |
| Western Wealth Management, LLC | 2,485 | 61K |
| Allworth Financial LP | 615 | 15K |
| Merkkuri Wealth Advisors LLC | 367 | 9K |
| FLAGSHIP HARBOR ADVISORS, LLC | 170 | 4K |
| PNC FINANCIAL SERVICES GROUP, INC. | 50 | 1K |
| Key Capital Management, INC | 12 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | +92,674 | +97.9% | 187,354 |
| LOCKERMAN FINANCIAL GROUP, INC. | +31,827 | +44.4% | 103,473 |
| Cambridge Investment Research Advis | +16,946 | +88.2% | 36,169 |
| True Vision MN LLC | +9,813 | +27.6% | 45,419 |
| Sanctuary Advisors, LLC | +8,417 | +14.3% | 67,380 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +8,155 | +38.3% | 29,470 |
| Valtinson Bruner Financial Planning | +7,713 | +13.2% | 66,154 |
| Independent Advisor Alliance | +6,306 | +42.0% | 21,332 |
| OSAIC HOLDINGS, INC. | +6,208 | +544.1% | 7,349 |
| NWAM LLC | +4,677 | +43.0% | 15,560 |
| World Investment Advisors | +4,345 | +18.2% | 28,177 |
| BROWN, LISLE/CUMMINGS, INC. | +3,671 | +125.7% | 6,591 |
| MML INVESTORS SERVICES, LLC | +3,333 | +2.4% | 143,413 |
| Triumph Capital Management | +1,385 | +16.0% | 10,040 |
| Stratos Wealth Partners, LTD. | +1,081 | +6.2% | 18,425 |
| PRIVATE TRUST CO NA | +595 | +46.4% | 1,878 |
| October Effect Ltd | +360 | +2.8% | 13,165 |
| Lloyd Advisory Services, LLC. | +11 | +6.8% | 173 |
| REAP Financial Group, LLC | +9 | +13.8% | 74 |
| Kingdom Financial Group LLC. | +2 | +1.2% | 164 |