SS Fi Sector RotationFISRETF
13F holders, Q1 2024 (March 31)52holders
1famous investor
$25.62avg. 13F price*
At the end of Q1 2024, 52 institutions reported holding SS Fi Sector Rotation (FISR) in their 13F filings. The largest holders were LPL Financial LLC ($58.8M), Envestnet Asset Management Inc. ($34.6M) and Envestnet Portfolio Solutions, Inc. ($28.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Fi Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q1 2024)
- CUSIP
- 78470P507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 6 | $1.2M |
Ownership 52 holders
| LPL Financial LLC | 0.03% | Add +26.4% | 2,295,951 | $58.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.7% | 1,350,305 | $34.6M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +28.7% | 1,122,350 | $28.8M |
| Aspire Private Capital, LLC | 5.54% | Add +5.1% | 820,715 | $21.0M |
| Hibernia Wealth Partners, LLC | 5.94% | Add +0.7% | 340,498 | $8.7M |
| GeoWealth Management, LLC | 0.29% | Add +24.2% | 288,904 | $7.4M |
| Park Avenue Securities LLC | 0.09% | Add +8.3% | 268,951 | $6.9M |
| Raleigh Capital Management Inc. | 2.78% | Add +10.9% | 251,366 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +12.5% | 224,209 | $5.8M |
| Axxcess Wealth Management, LLC | 0.16% | Add +16.6% | 216,746 | $5.6M |
| NewEdge Advisors, LLC | 0.03% | Add +21.0% | 134,079 | $3.4M |
| Kelly Financial Services LLC | 1.21% | Reduce -1.7% | 122,920 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +149.4% | 88,109 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +6.5% | 79,935 | $2.0M |
| Good Life Advisors, LLC | 0.17% | Reduce -1.0% | 73,426 | $1.9M |
| Balboa Wealth Partners | 0.58% | Add +34.0% | 71,315 | $1.8M |
| Argent Trust Co | 0.07% | Reduce -7.5% | 64,267 | $1.6M |
| AE Wealth Management LLC | 0.02% | Reduce -89.5% | 58,613 | $1.5M |
| CreativeOne Wealth, LLC | 0.05% | Add +23.9% | 52,935 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.26% | Add +40.3% | 47,700 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Add +11.7% | 44,307 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +73.0% | 41,806 | $1.1M |
| International Private Wealth Advisors LLC | 1.47% | Reduce -52.9% | 29,701 | $761K |
| Merit Financial Group, LLC | 0.02% | Add +46.1% | 28,206 | $710K |
| Balefire, LLC | 0.25% | Add +11.6% | 27,245 | $698K |
| Global Financial Private Client, LLC | 0.26% | Add +34.8% | 24,021 | $609K |
| Aveo Capital Partners, LLC | 0.06% | Add +56.1% | 23,115 | $582K |
| Quadcap Wealth Management, LLC | 0.13% | No change | 21,865 | $560K |
| Castleview Partners, LLC | 0.23% | Add +108.4% | 16,263 | $417K |
| Empirical Asset Management, LLC | 0.19% | Reduce -0.8% | 15,656 | $401K |
| FWG Investments, LLC. | 0.42% | Add +66.5% | 15,252 | $391K |
| Raymond James & Associates | 0.00% | Add +22.3% | 15,243 | $391K |
| Outlook Wealth Advisors, LLC | 0.12% | New | 15,209 | $390K |
| Austin Private Wealth, LLC | 0.04% | Add +83.3% | 14,470 | $367K |
| Maripau Wealth Management LLC | 0.27% | Add +5.4% | 13,912 | $357K |
| Signal Advisors Wealth, LLC | 0.09% | Add +5.4% | 13,912 | $357K |
| FSA Advisors, Inc. | 0.31% | Add +14.7% | 11,174 | $286K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.2% | 10,925 | $280K |
| Capital Asset Advisory Services LLC | 0.02% | New | 10,636 | $269K |
| True Vision MN LLC | 0.18% | New | 10,318 | $257K |
| Financial Sense Advisors, Inc. | 0.09% | Add +21.3% | 9,585 | $246K |
| Nwam LLC | 0.02% | New | 9,534 | $241K |
| Citadel Advisors | 0.00% | Reduce -66.2% | 8,818 | $226K |
| HBW Advisory Services LLC | 0.04% | No change | 8,676 | $226K |
| Richard W. Paul & Associates, LLC | 0.07% | Add +12.0% | 6,545 | $168K |
| Richardson Financial Services Inc. | 0.05% | New | 3,148 | $74K |
| Global Retirement Partners, LLC | 0.00% | Add +3.2% | 2,445 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -30.5% | 2,093 | $53K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.4% | 601 | $15K |
| Tidemark, LLC | 0.01% | No change | 376 | $10K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -1.0% | 100 | $3K |
| Covestor Ltd | 0.00% | Reduce -13.9% | 31 | $1K |
"% of holder's portfolio" is FISR's weight in each manager's 13F, not the share of SS Fi Sector Rotation the manager owns.