SS Fi Sector RotationFISRETF
13F holders, Q2 2026 (June 30)71holders −8
6new positions
12sold out
1famous investor
$25.65avg. 13F price*
At the end of Q2 2026, 71 institutions reported holding SS Fi Sector Rotation (FISR) in their 13F filings, down 8 from Q1 2026. 6 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($90.9M), Envestnet Portfolio Solutions, Inc. ($89.6M) and Envestnet Asset Management Inc. ($66.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Fi Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q2 2026)
- CUSIP
- 78470P507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.0M |
| Exits | 12 | $3.7M |
All 13F filers, Q1 2026 → Q2 2026: 292,554 shares bought and 2,621,119 shares sold, net −2,328,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| LPL Financial LLC | 0.02% | Reduce -18.7% | 3,544,540 | $90.9M |
| Envestnet Portfolio Solutions, Inc. | 0.43% | Reduce -6.1% | 3,494,333 | $89.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -10.7% | 2,608,300 | $66.9M |
| Aspire Private Capital, LLC | 4.52% | Reduce -5.0% | 851,703 | $21.8M |
| NewEdge Advisors, LLC | 0.06% | Reduce -0.4% | 848,331 | $21.8M |
| Cerity Partners LLC | 0.02% | Reduce -15.2% | 525,658 | $13.5M |
| Raleigh Capital Management Inc. | 4.02% | Reduce -5.5% | 490,557 | $12.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.2% | 413,378 | $10.6M |
| Hibernia Wealth Partners, LLC | 5.68% | Reduce -46.1% | 409,212 | $10.5M |
| Park Avenue Securities LLC | 0.06% | Reduce -13.6% | 404,902 | $10.4M |
| Landmark Wealth Management, Inc. | 2.45% | Reduce -24.6% | 288,333 | $7.4M |
| Principal Securities, Inc. | 0.06% | Add +97.9% | 187,354 | $4.8M |
| MML Investors Services, LLC | 0.01% | Add +2.4% | 143,413 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.0% | 139,779 | $3.6M |
| Harbour Investments, Inc. | 0.04% | Reduce -3.7% | 116,908 | $3.0M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -35.9% | 114,438 | $2.9M |
| Lockerman Financial Group, Inc. | 4.45% | Add +9.7% | 113,529 | $2.9M |
| AE Wealth Management LLC | 0.01% | Reduce -20.5% | 106,457 | $2.7M |
| Novus Advisors, LLC | 4.83% | Reduce -27.8% | 90,314 | $2.3M |
| Signal Advisors Wealth, LLC | 0.10% | Reduce -47.7% | 76,542 | $2.0M |
| Legacy Wealth Partners, LLC | 0.44% | Reduce -17.6% | 76,205 | $2.0M |
| International Private Wealth Advisors LLC | 0.95% | Reduce -15.3% | 71,825 | $1.8M |
| Founders Financial Alliance, LLC | 0.24% | New | 69,169 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +14.3% | 67,380 | $1.7M |
| Valtinson Bruner Financial Planning LLC | 0.43% | Add +13.2% | 66,154 | $1.7M |
| Argent Trust Co | 0.04% | Reduce -5.8% | 50,125 | $1.3M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -55.6% | 44,545 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +88.2% | 36,169 | $928K |
| Balboa Wealth Partners | 0.10% | Reduce -67.2% | 29,621 | $760K |
| Creative Financial Designs Inc. | 0.04% | Add +38.3% | 29,470 | $756K |
| World Investment Advisors | 0.01% | Add +18.2% | 28,177 | $723K |
| GeoWealth Management, LLC | 0.02% | Reduce -25.0% | 26,028 | $668K |
| WealthPoint Financial, LLC | 0.43% | Reduce -36.1% | 23,259 | $597K |
| Balefire, LLC | 0.10% | Reduce -9.5% | 22,776 | $584K |
| Independent Advisor Alliance | 0.01% | Add +42.0% | 21,332 | $547K |
| Global Financial Private Client, LLC | 0.13% | Reduce -34.5% | 19,205 | $493K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +6.2% | 18,425 | $473K |
| Worth Financial Advisory Group, LLC | 0.17% | New | 15,619 | $401K |
| Nwam LLC | 0.02% | Add +43.0% | 15,560 | $399K |
| FSA Advisors, Inc. | 0.17% | Reduce -14.8% | 14,443 | $370K |
| October Effect Ltd | 0.32% | Add +2.8% | 13,165 | $338K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -21.1% | 12,770 | $328K |
| Kelly Financial Services LLC | 0.07% | Reduce -23.1% | 12,737 | $327K |
| Arete Wealth Advisors, LLC | 0.02% | New | 12,253 | $314K |
| MSH Capital Advisors LLC | 0.05% | No change | 10,778 | $276K |
| Empirical Asset Management, LLC | 0.06% | Reduce -4.7% | 10,723 | $275K |
| Triumph Capital Management | 0.05% | Add +16.0% | 10,040 | $258K |
| Morgan Stanley | 0.00% | Reduce -19.6% | 9,727 | $250K |
| Citadel Advisors | 0.00% | New | 9,682 | $248K |
| Thompson David Blair | 0.12% | New | 9,409 | $241K |
| Absolute Capital Management, LLC | 0.06% | Reduce -44.2% | 8,727 | $224K |
| Financial Sense Advisors, Inc. | 0.05% | Reduce -2.2% | 8,197 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +544.1% | 7,349 | $189K |
| Brown, Lisle/Cummings, Inc. | 0.04% | Add +125.7% | 6,591 | $169K |
| Richardson Financial Services Inc. | 0.03% | Reduce -6.6% | 2,170 | $56K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,935 | $50K |
| Private Trust Co. NA | 0.00% | Add +46.4% | 1,878 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -32.1% | 1,259 | $32K |
| Jones Financial Companies LLLP | 0.00% | New | 477 | $12K |
| Covestor Ltd | 0.01% | Reduce -36.0% | 372 | $10K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -96.0% | 219 | $6K |
| Lloyd Advisory Services, LLC. | 0.00% | Add +6.8% | 173 | $4K |
| Kingdom Financial Group LLC. | 0.00% | Add +1.2% | 164 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 137 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 76 | $2K |
| REAP Financial Group, LLC | 0.00% | Add +13.8% | 74 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 72 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +1.6% | 63 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -80.9% | 59 | $2K |
| Caitlin John, LLC | 0.00% | Reduce -8.3% | 11 | $278 |
| Royal Bank of Canada | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is FISR's weight in each manager's 13F, not the share of SS Fi Sector Rotation the manager owns.