SPDR SSGA Fixed Income Sector Rotation is an exchange-traded fund on ARCA. As of Q3 2025, 62 institutional investors hold shares in this ETF, with total holdings valued at $237.2M. LPL Financial LLC is the largest holder with a position valued at $51.5M.
Overview of institutional ownership in FISR as of Q3 2025
Institutions with the largest positions in FISR as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $51.5M 0.02% of portfolio |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $46.3M 0.17% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $34.6M 0.01% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $18.7M 0.09% of portfolio |
Aspire Private Capital, LLC RIA/Wealth | $15.9M 3.43% of portfolio |
Hibernia Wealth Partners, LLC RIA/Wealth | $9.2M 5.89% of portfolio |
R Raleigh Capital Management Inc. RIA/Wealth | $9.0M 3.50% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $7.1M 0.01% of portfolio |
PARK AVENUE SECURITIES LLC RIA/Wealth | $6.2M 0.05% of portfolio |
Austin Private Wealth, LLC RIA/Wealth | $6.2M 0.49% of portfolio |
Institutional buying and selling activity for FISR in Q3 2025
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.9M +74.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.0M +40.0K shares |
MORGAN STANLEY RIA/Wealth | +$331.5K +12.7K shares |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | +$223.7K +8.6K shares |
October Effect Ltd RIA/Wealth | +$201.3K +7.7K shares |
+$138.1K +5.3K shares | |
WELLS FARGO & COMPANY/MN Institution | +$36.3K +1.4K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | +$32.4K +-18.0K shares |
R RICHARDSON FINANCIAL SERVICES INC. RIA/Wealth | +$26.1K +429.0 shares |
MSH Capital Advisors LLC RIA/Wealth | +$24.8K +950.0 shares |
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$58.2M −2.2M shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | −$44.9M −1.7M shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$26.7M −1.0M shares |
Austin Private Wealth, LLC RIA/Wealth | −$10.8M −414.4K shares |
Hibernia Wealth Partners, LLC RIA/Wealth | −$8.9M −341.1K shares |
LANDMARK WEALTH MANAGEMENT, INC. RIA/Wealth | −$8.2M −314.6K shares |
PARK AVENUE SECURITIES LLC RIA/Wealth | −$7.3M −278.6K shares |
Aspire Private Capital, LLC RIA/Wealth | −$6.3M −240.3K shares |
Signal Advisors Wealth, LLC RIA/Wealth | −$4.5M −171.1K shares |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | −$2.9M −111.0K shares |
Institutions that initiated new positions or completely exited FISR in Q3 2025
| Institution | Position Value |
|---|---|
October Effect Ltd RIA/Wealth | $201.3K 7.7K shares |
$138.1K 5.3K shares |
| Institution | Previous Position |
|---|---|
Outlook Wealth Advisors, LLC RIA/Wealth | $1.3M 50.2K shares |
Capital Asset Advisory Services LLC RIA/Wealth | $474.6K 18.5K shares |
ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth | $439.2K 17.0K shares |
SYNOVUS FINANCIAL CORP Institution | $403.3K 15.6K shares |
F FSA Advisors, Inc. Institution | $379.7K 14.7K shares |
Family Wealth Group, LLC RIA/Wealth | $335.7K 13.0K shares |
MARIPAU WEALTH MANAGEMENT LLC RIA/Wealth | $312.3K 12.1K shares |
A ATRIA INVESTMENTS LLC Institution | $286.7K 11.1K shares |
HBW Advisory Services LLC RIA/Wealth | $270.4K 10.5K shares |
H Hilltop Holdings Inc. Institution | $233.6K 9.0K shares |
Institutions with the largest Call and Put options positions in FISR as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with FISR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Hibernia Wealth Partners, LLC RIA/Wealth | 5.89% $9.2M |
NOVUS ADVISORS, LLC RIA/Wealth | 3.74% $1.6M |
R Raleigh Capital Management Inc. RIA/Wealth | 3.50% $9.0M |
Aspire Private Capital, LLC RIA/Wealth | 3.43% $15.9M |
LOCKERMAN FINANCIAL GROUP, INC. RIA/Wealth | 1.56% $1.2M |
LANDMARK WEALTH MANAGEMENT, INC. RIA/Wealth | 1.37% $3.4M |
0.88% $1.4M | |
Austin Private Wealth, LLC RIA/Wealth | 0.49% $6.2M |
T True Vision MN LLC Institution | 0.37% $689.3K |
IAMS WEALTH MANAGEMENT, LLC RIA/Wealth | 0.31% $769.9K |
Discover hedge funds investing in FISR

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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