Who Owns FISR?
State Street Fixed Income Sector Rotation ETF — Institutional Ownership & 13F Holdings
$25.62
-0.10 (-0.41%)
Market Cap
$247.1M
Shares Outstanding
9,499,109
Institutional Holders
70
Total Inst. Value
$117.4M
% of Float Held
—
QoQ Holder Change
+39
Institutional data as of Q1 2025
New Positions
22
Closed Positions
8
Increased
25
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Aspire Private Capital, LLC | $20.1M | 778,334 |
| 2 | NewEdge Advisors, LLC | $18.7M | 721,022 |
| 3 | Raleigh Capital Management Inc.New | $10.3M | 397,105 |
| 4 | Hibernia Wealth Partners, LLCNew | $9.2M | 356,259 |
| 5 | LANDMARK WEALTH MANAGEMENT, INC.New | $6.9M | 266,239 |
| 6 | HighTower Advisors, LLC | $6.9M | 265,358 |
| 7 | Austin Private Wealth, LLC | $6.8M | 260,927 |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | $5.1M | 198,319 |
| 9 | NOVUS ADVISORS, LLC | $2.8M | 108,005 |
| 10 | AE Wealth Management LLC | $2.7M | 105,510 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NewEdge Advisors, LLC | +154K | $18.7M |
| Raleigh Capital Management Inc.New | +397K | $10.3M |
| Hibernia Wealth Partners, LLCNew | +356K | $9.2M |
| LANDMARK WEALTH MANAGEMENT, INC.New | +266K | $6.9M |
| HighTower Advisors, LLC | +26K | $6.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GeoWealth Management, LLC | -207K | $979K |
| Aspire Private Capital, LLC | -53K | $20.1M |
| Envestnet Portfolio Solutions, Inc. | -34K | $64K |
| MORGAN STANLEY | -13K | $24K |
| Merit Financial Group, LLC | -7K | $712K |
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Frequently Asked Questions
How many institutional investors hold FISR?
As of Q1 2025, 70 institutional investors report holding FISR (State Street Fixed Income Sector Rotation ETF) in their 13F filings.
Which hedge fund owns the most FISR?
The largest institutional holder of FISR is Aspire Private Capital, LLC with $20.1M in shares.
Are institutions buying or selling FISR?
This quarter, 22 institutions opened new positions in FISR and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.