Who Owns State Street Fixed Income Sector Rotation ETF (FISR)?Hedge Fund & Institutional Holders

$25.64-0.04 (-0.16%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.868000011628e+272T

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$25.06$25.49$25.91$26.34$26.77Sep 24Jun 25Mar 26

FISR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Austin Private Wealth, LLCNew Position+449K+$11.6B
Raleigh Capital Management Inc.New Position+443K+$11.5B
Hibernia Wealth Partners, LLCIncreased+374K+$9.6B
LANDMARK WEALTH MANAGEMENT, INC.New Position+299K+$7.7B
Balboa Wealth PartnersNew Position+72K+$1.9B
International Private Wealth Advisors LLCNew Position+71K+$1.8B
RAYMOND JAMES FINANCIAL INCIncreased+85K+$1.6B
Valtinson Bruner Financial Planning LLCNew Position+51K+$1.3B
Signal Advisors Wealth, LLCIncreased+48K+$1.2B
True Vision MN LLCNew Position+36K+$922.0M
Global Financial Private Client, LLCNew Position+22K+$563.0M
FSA Advisors, Inc.New Position+15K+$395.0M
Worth Financial Advisory Group, LLCNew Position+14K+$364.0M
IAMS WEALTH MANAGEMENT, LLCIncreased+12K+$297.1M
NWAM LLCNew Position+11K+$283.0M

FISR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-51K-$1.9B
Argent Trust CoDecreased-6K-$1.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-12K-$318.0M
Steward Partners Investment Advisory, LLCClosed Position-5K-$138.1M
Allworth Financial LPDecreased-4K-$109.7M
WELLS FARGO & COMPANY/MNDecreased-423-$91.8M
Empirical Asset Management, LLCDecreased-2K-$67.0M
Aptus Capital Advisors, LLCClosed Position-2K-$44.5M
Triumph Capital ManagementDecreased-1K-$38.4M
Quadcap Wealth Management, LLCDecreased-1K-$31.3M
Kelly Financial Services LLCDecreased-1K-$29.2M
Cambridge Investment Research Advisors, Inc.Decreased-703-$475K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hibernia Wealth Partners, LLC720,981$18.7B5.62%Share
2Austin Private Wealth, LLC448,798$11.6B0.86%Share
3Raleigh Capital Management Inc.443,329$11.5B4.17%Share
4LANDMARK WEALTH MANAGEMENT, INC.262,441$6.8B2.57%Share
5RAYMOND JAMES FINANCIAL INC125,652$3.0B0.00%Share
6Signal Advisors Wealth, LLC94,305$2.4B0.19%Share
7Balboa Wealth Partners72,094$1.9B0.31%Share
8International Private Wealth Advisors LLC71,019$1.8B1.16%Share
9Valtinson Bruner Financial Planning LLC50,815$1.3B0.38%Share
10IAMS WEALTH MANAGEMENT, LLC41,207$1.1B0.39%Share
11CreativeOne Wealth, LLC73,272$1.0B0.02%Share
12LANDMARK WEALTH MANAGEMENT, INC.36,107$935.0M0.35%Share
13True Vision MN LLC35,606$922.0M0.47%Share
14Balefire, LLC25,207$653.0M0.13%Share
15Global Financial Private Client, LLC21,753$563.0M0.20%Share
16Quadcap Wealth Management, LLC19,921$516.0M0.06%Share
17CREATIVE FINANCIAL DESIGNS INC /ADV19,025$492.0M0.03%Share
18FSA Advisors, Inc.15,268$395.0M0.27%Share
19Worth Financial Advisory Group, LLC14,062$364.0M0.18%Share
20Kelly Financial Services LLC13,873$359.0M0.09%Share
21Stratos Wealth Partners, LTD.13,050$338.0M0.00%Share
22NWAM LLC10,883$283.0M0.02%Share
23Empirical Asset Management, LLC10,630$275.0M0.08%Share
24ABSOLUTE CAPITAL MANAGEMENT, LLC10,603$274.0M0.10%Share
25Outlook Wealth Advisors, LLC8,608$223.0M0.05%Share
26FWG Investments, LLC.8,565$221.0M0.14%Share
27MARIPAU WEALTH MANAGEMENT LLC7,953$206.0M0.09%Share
28Triumph Capital Management6,324$163.0M0.04%Share
29Hibernia Wealth Partners, LLC4,607$119.0M0.04%Share
30LPL Financial LLC3,246,421$84.0M0.02%Share
31Envestnet Portfolio Solutions, Inc.2,646,521$68.0M0.24%Share
32Richard W. Paul & Associates, LLC2,438$63.0M0.02%Share
33ENVESTNET ASSET MANAGEMENT INC1,849,439$47.0M0.01%Share
34Farther Finance Advisors, LLC1,390$36.0M0.00%Share
35PRIVATE TRUST CO NA1,300$33.0M0.00%Share
36RICHARDSON FINANCIAL SERVICES INC.179$21.0M0.01%Share
37Aspire Private Capital, LLC805,832$20.9M4.64%Share
38NewEdge Advisors, LLC793,721$20.0M0.07%Share
39AXXCESS WEALTH MANAGEMENT, LLC440,316$11.4M0.04%Share
40PARK AVENUE SECURITIES LLC367,554$9.5M0.08%Share
41HighTower Advisors, LLC369,093$9.0M0.01%Share
42Quest 10 Wealth Builders, Inc.309$8.0M0.01%Share
43Sanctuary Advisors, LLC178,756$4.6M0.03%Share
44RICHARDSON FINANCIAL SERVICES INC.1,176$4.0M0.00%Share
45Kingdom Financial Group LLC.163$4.0M0.00%Share
46FLAGSHIP HARBOR ADVISORS, LLC170$4.0M0.00%Share
47Sanctuary Advisors, LLC105,569$2.7M0.01%Share
48NOVUS ADVISORS, LLC97,823$2.5M5.67%Share
49RICHARDSON FINANCIAL SERVICES INC.844$2.0M0.00%Share
50MML INVESTORS SERVICES, LLC98,075$2.0M0.00%Share

FISR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202577$68.9B+40
Q3 202537$105.6B-35
Q2 202572$306.3B+2
Q1 202570$224.0B+13
Q4 202457$1.6T+18
Q3 202439$136.1T+2
Q2 202437$38.3T+6
Q1 202431$36.0T—

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As of Q4 2025, 50 institutional investors hold FISR (State Street Fixed Income Sector Rotation ETF). The largest holder is Hibernia Wealth Partners, LLC with $18.7B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own FISR?

As of Q4 2025, 50 institutional investors report holding FISR (State Street Fixed Income Sector Rotation ETF) in their 13F filings.

Who is the largest institutional holder of FISR?

The largest institutional holder of FISR is Hibernia Wealth Partners, LLC with $18.7B in shares.

Is institutional ownership of FISR increasing or decreasing?

This quarter, 11 institutions opened new positions in FISR and 3 closed their positions.