SS Fi Sector RotationFISRETF
13F holders, Q4 2024 (December 31)75holders +7
4new positions
3sold out
1famous investor
$25.36avg. 13F price*
At the end of Q4 2024, 75 institutions reported holding SS Fi Sector Rotation (FISR) in their 13F filings, up 7 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($68.0M), Envestnet Portfolio Solutions, Inc. ($63.7M) and Envestnet Asset Management Inc. ($39.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Fi Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q4 2024)
- CUSIP
- 78470P507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.4M |
| Exits | 3 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 246,762 shares bought and 1,890,431 shares sold, net −1,643,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| LPL Financial LLC | 0.03% | Reduce -16.4% | 2,680,359 | $68.0M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Reduce -0.5% | 2,511,037 | $63.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.1% | 1,572,827 | $39.9M |
| Aspire Private Capital, LLC | 5.23% | Reduce -5.0% | 830,955 | $21.1M |
| NewEdge Advisors, LLC | 0.09% | Reduce -0.1% | 566,836 | $14.4M |
| Raleigh Capital Management Inc. | 3.79% | Add +8.1% | 387,514 | $9.8M |
| Park Avenue Securities LLC | 0.10% | Reduce -14.8% | 367,703 | $9.3M |
| Hibernia Wealth Partners, LLC | 7.02% | Reduce -50.3% | 361,760 | $9.2M |
| GeoWealth Management, LLC | 0.20% | Reduce -36.5% | 244,443 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -10.3% | 239,622 | $6.1M |
| Landmark Wealth Management, Inc. | 2.74% | Reduce -33.1% | 221,604 | $5.6M |
| Axxcess Wealth Management, LLC | 0.12% | Reduce -17.2% | 189,088 | $4.8M |
| Signal Advisors Wealth, LLC | 0.28% | Add +715.0% | 97,812 | $2.5M |
| Novus Advisors, LLC | 2.44% | — | 96,536 | $2.4M |
| AE Wealth Management LLC | 0.02% | Reduce -4.9% | 85,049 | $2.2M |
| Balboa Wealth Partners | 0.42% | Reduce -11.6% | 72,978 | $1.9M |
| Good Life Advisors, LLC | 0.13% | Reduce -4.9% | 67,965 | $1.7M |
| Kelly Financial Services LLC | 0.62% | Reduce -36.2% | 67,873 | $1.7M |
| Argent Trust Co | 0.07% | Add +13.0% | 64,095 | $1.6M |
| Virtu Financial LLC | 0.09% | New | 63,630 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -54.8% | 61,589 | $1.6M |
| Harbour Investments, Inc. | 0.04% | Reduce -29.9% | 58,861 | $1.5M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -21.3% | 58,476 | $1.5M |
| International Private Wealth Advisors LLC | 1.17% | Reduce -6.0% | 46,546 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.23% | No change | 45,467 | $1.2M |
| Iams Wealth Management, LLC | 0.47% | Add +4.3% | 40,633 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -8.0% | 36,797 | $933K |
| Merit Financial Group, LLC | 0.02% | Add +21.9% | 34,781 | $882K |
| Aveo Capital Partners, LLC | 0.08% | Reduce -13.7% | 29,278 | $743K |
| Balefire, LLC | 0.23% | Reduce -3.0% | 26,600 | $675K |
| Castleview Partners, LLC | 0.35% | Add +9.1% | 25,608 | $650K |
| Global Financial Private Client, LLC | 0.24% | Reduce -13.0% | 25,234 | $640K |
| Quadcap Wealth Management, LLC | 0.08% | No change | 21,864 | $554K |
| Allworth Financial LP | 0.00% | New | 20,661 | $524K |
| Austin Private Wealth, LLC | 0.05% | Reduce -55.9% | 20,568 | $522K |
| FWG Investments, LLC. | 0.40% | Reduce -6.7% | 20,341 | $516K |
| Jane Street Group, LLC | 0.00% | Add +134.5% | 18,418 | $467K |
| Empirical Asset Management, LLC | 0.14% | Reduce -0.8% | 16,261 | $412K |
| Worth Financial Advisory Group, LLC | 0.24% | Reduce -22.7% | 15,504 | $393K |
| Morgan Stanley | 0.00% | Add +2.8% | 14,386 | $365K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +48.5% | 13,898 | $352K |
| True Vision MN LLC | 0.20% | Add +0.7% | 13,553 | $344K |
| Citadel Advisors | 0.00% | Reduce -15.1% | 13,506 | $343K |
| Raymond James Financial Inc. | 0.00% | — | 13,417 | $340K |
| FSA Advisors, Inc. | 0.37% | Add +6.1% | 11,977 | $304K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -39.4% | 11,440 | $290K |
| Maripau Wealth Management LLC | 0.17% | Reduce -4.9% | 11,413 | $289K |
| Susquehanna International Group, LLP | 0.00% | Add +38.5% | 11,238 | $285K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.5% | 10,996 | $279K |
| Mariner, LLC | 0.00% | New | 10,212 | $259K |
| Financial Sense Advisors, Inc. | 0.08% | Add +2.7% | 9,840 | $250K |
| Absolute Capital Management, LLC | 0.13% | Reduce -22.3% | 9,374 | $238K |
| HBW Advisory Services LLC | 0.02% | Reduce -13.9% | 9,115 | $231K |
| Nwam LLC | 0.01% | No change | 8,896 | $226K |
| Midwest Financial Network, LLC | 0.23% | — | 8,658 | $220K |
| MSH Capital Advisors LLC | 0.07% | No change | 8,391 | $213K |
| Atria Investments, Inc | 0.00% | Reduce -61.7% | 8,359 | $212K |
| Mascagni Wealth Management, Inc. | 0.20% | — | 7,936 | $205K |
| Royal Bank of Canada | 0.00% | Add +2.1% | 4,809 | $122K |
| Principal Securities, Inc. | 0.00% | Reduce -69.1% | 4,377 | $111K |
| Wells Fargo & Company | 0.00% | Reduce -91.1% | 3,390 | $86K |
| Transce3nd, LLC | 0.03% | — | 3,195 | $81K |
| Richardson Financial Services Inc. | 0.06% | Reduce -53.3% | 3,106 | $79K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.2% | 2,479 | $63K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -82.6% | 1,983 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.8% | 1,470 | $37K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.8% | 709 | $18K |
| Capital A Wealth Management, LLC | 0.02% | — | 483 | $12K |
| FLP Wealth Management, LLC | 0.02% | — | 270 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.2% | 226 | $6K |
| Covestor Ltd | 0.00% | Add +129.6% | 124 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 77 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +1.7% | 60 | $2K |
| REAP Financial Group, LLC | 0.00% | Reduce -85.6% | 59 | $1K |
| Caitlin John, LLC | 0.00% | No change | 11 | $284 |
"% of holder's portfolio" is FISR's weight in each manager's 13F, not the share of SS Fi Sector Rotation the manager owns.