FISR institutional holders

State Street Fixed Income Sector Rotation ETF · 76 reporting institutions · $408.8M reported value

Funds that can replace FISR · FISR return decomposition

Institutional holdings

Institutions reporting FISR, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$90.9M23,4582026-06-30
Envestnet Portfolio Solutions, Inc.$89.6M32026-06-30
Envestnet Pmc$66.9M602026-06-30
Aspire Private Capital$21.8M82026-06-30
Newedge Advisors$21.8M6012026-06-30
Cerity Partners LLC$13.5M7772026-06-30
Raleigh Capital Management Inc.$12.6M132026-06-30
Austin Private Wealth, LLC$11.6M02025-12-31
Hightower Advisors, LLC$10.6M1,0462026-06-30
Hibernia Wealth Partners, LLC$10.5M72026-06-30
Landmark Wealth Management, Inc.$7.4M72026-06-30
Principal Securities, Inc.$4.8M1,4632026-06-30
MML Investors Services, LLC$3.7M5,1202026-06-30
Raymond James Financial Inc$3.6M02026-06-30
Harbour Investments, Inc.$3M2472026-06-30
Axxcess Wealth Management, LLC$2.9M382026-06-30
Lockerman Financial Group, Inc$2.9M12026-06-30
Ae Wealth Management LLC$2.7M4712026-06-30
Novus Advisors$2.3M32026-06-30
Signal Advisors Wealth, LLC$2M452026-06-30
Legacy Wealth Partners, LLC$2M92026-06-30
International Private Wealth Advisors LLC$1.8M32026-06-30
Founders Financial Alliance, LLC$1.8M322026-06-30
Sanctuary Advisors, LLC$1.7M4012026-06-30
Valtinson Bruner Financial Planning LLC$1.7M72026-06-30
Argent Trust Co$1.3M02026-06-30
True Vision Mn LLC$1.2M02026-03-31
Creativeone Wealth, LLC$1.1M2212026-06-30
Balboa Wealth Partners, Inc.$759.8K262026-06-30
Creative Financial Designs Inc /adv$755.9K02026-06-30
World Investment Advisors$722.8K3592026-06-30
Geowealth Management, LLC$667.6K02026-06-30
Wealthpoint Advisors$596.6K32026-06-30
Balefire, LLC$584.2K372026-06-30
Independent Advisor Alliance, LLC$547.2K3022026-06-30
Global Financial Private Client, LLC$492.6K52026-06-30
Stratos Wealth Partners, Ltd.$472.6K3862026-06-30
Worth Financial Advisory Group, LLC$400.6K72026-06-30
Nwam LLC$399.1K622026-06-30
Integrity Wealth Partners, LLC$383K22026-03-31
Fsa Advisors, Inc.$370.5K02026-06-30
October Effect Ltd$337.7K42026-06-30
Quadcap Wealth Management, LLC$327.6K132026-06-30
Kelly Financial Services LLC$326.7K72026-06-30
Arete Wealth Advisors, LLC$314.3K1462026-06-30
Msh Capital Advisors LLC$276.5K202026-06-30
Empirical Asset Management, LLC$275.1K122026-06-30
Triumph Capital Management$257.5K142026-06-30
Morgan Stanley$249.5K23,1852026-06-30
Citadel Advisors LLC$248.3K02026-06-30
Thompson David Blair$241.3K02026-06-30
Absolute Capital Management, LLC$223.9K32026-06-30
Financial Sense Advisors, Inc.$210.3K82026-06-30
Osaic Holdings, Inc.$188.5K02026-06-30
Brown, Lisle/cummings, Inc.$75.1K82026-03-31
Integrated Wealth Concepts LLC$64.5K4802026-06-30
Richardson Financial Services$55.7K42026-06-30
Smartleaf Asset Management LLC$49.8K92026-06-30
Private Trust Co NA$48.2K02026-06-30
Cwm, LLC$40.9K6672026-03-31
Farther Finance Advisors, LLC$32.3K3342026-06-30
Jones Financial Companies LLLP$12.3K02026-06-30
Park Avenue Securities LLC$10.4K1,9082026-06-30
Richard W. Paul & Associates, LLC$5.6K72026-06-30
Lloyd Advisory Services, Llc.$4.4K72026-06-30
Kingdom Financial Group Llc.$4.2K152026-06-30
Global Retirement Partners LLC$3.5K4912026-06-30
Rossby Financial, Lcc$1.9K312026-06-30
Reap Financial Group, LLC$1.9K72026-06-30
Evolution Wealth Management Inc.$1.8K32026-06-30
Frazier Financial Advisors, LLC$1.6K112026-06-30
Quest 10 Wealth Builders, Inc.$1.5K32026-06-30
Cambridge Investment Research Advisors, Inc.$4943,9402026-03-31
Caitlin John, LLC$278242026-06-30
Interactive Advisers, Interactive Advisors$1032026-06-30
Motiv8 Investments LLC$4102025-12-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30