SS Fi Sector RotationFISRETF
13F holders, Q1 2025 (March 31)72holders −3
7new positions
9sold out
1famous investor
$25.88avg. 13F price*
At the end of Q1 2025, 72 institutions reported holding SS Fi Sector Rotation (FISR) in their 13F filings, down 3 from Q4 2024. 7 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($82.0M), Envestnet Portfolio Solutions, Inc. ($64.1M) and Envestnet Asset Management Inc. ($44.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Fi Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q1 2025)
- CUSIP
- 78470P507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.7M |
| Exits | 9 | $6.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,406,470 shares bought and 643,424 shares sold, net +763,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| LPL Financial LLC | 0.03% | Add +18.2% | 3,167,499 | $82.0M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Reduce -1.4% | 2,476,842 | $64.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.2% | 1,733,233 | $44.9M |
| Aspire Private Capital, LLC | 5.01% | Reduce -6.3% | 778,334 | $20.1M |
| NewEdge Advisors, LLC | 0.11% | Add +27.2% | 721,022 | $18.7M |
| Raleigh Capital Management Inc. | 4.65% | Add +2.5% | 397,105 | $10.3M |
| Park Avenue Securities LLC | 0.12% | Add +1.4% | 372,947 | $9.7M |
| Hibernia Wealth Partners, LLC | 6.55% | Reduce -1.5% | 356,259 | $9.2M |
| Landmark Wealth Management, Inc. | 3.29% | Add +20.1% | 266,239 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Add +10.7% | 265,358 | $6.9M |
| Austin Private Wealth, LLC | 0.61% | Add +1168.6% | 260,927 | $6.8M |
| Axxcess Wealth Management, LLC | 0.14% | Add +4.9% | 198,319 | $5.1M |
| Novus Advisors, LLC | 2.82% | Add +11.9% | 108,005 | $2.8M |
| AE Wealth Management LLC | 0.02% | Add +24.1% | 105,510 | $2.7M |
| Signal Advisors Wealth, LLC | 0.25% | Add +2.8% | 100,573 | $2.6M |
| Balboa Wealth Partners | 0.50% | Add +9.5% | 79,904 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +16.8% | 71,963 | $1.9M |
| CreativeOne Wealth, LLC | 0.06% | Add +22.9% | 71,855 | $1.9M |
| Lockerman Financial Group, Inc. | 2.69% | New | 68,698 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +12.4% | 66,191 | $1.7M |
| Argent Trust Co | 0.07% | Reduce -3.0% | 62,149 | $1.6M |
| International Private Wealth Advisors LLC | 1.43% | Add +23.8% | 57,600 | $1.5M |
| Iams Wealth Management, LLC | 0.48% | Reduce -0.2% | 40,569 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -84.5% | 37,830 | $979K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -18.8% | 29,881 | $773K |
| Townsquare Capital LLC | 0.01% | New | 29,582 | $766K |
| Global Financial Private Client, LLC | 0.28% | Add +12.2% | 28,311 | $733K |
| Merit Financial Group, LLC | 0.01% | Reduce -20.9% | 27,497 | $712K |
| Balefire, LLC | 0.24% | Add +0.8% | 26,818 | $694K |
| True Vision MN LLC | 0.42% | Add +97.9% | 26,817 | $694K |
| Kelly Financial Services LLC | 0.22% | Reduce -63.4% | 24,825 | $642K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -0.7% | 21,704 | $562K |
| Jane Street Group, LLC | 0.00% | Add +0.4% | 18,491 | $479K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +31.4% | 18,264 | $473K |
| Raymond James Financial Inc. | 0.00% | Add +15.8% | 15,540 | $402K |
| Outlook Wealth Advisors, LLC | 0.11% | New | 15,372 | $398K |
| Synovus Financial Corp. | 0.00% | New | 14,749 | $382K |
| Empirical Asset Management, LLC | 0.13% | Reduce -9.5% | 14,720 | $381K |
| Capital Asset Advisory Services LLC | 0.02% | Add +26.0% | 14,415 | $373K |
| FWG Investments, LLC. | 0.43% | Reduce -30.6% | 14,122 | $365K |
| Absolute Capital Management, LLC | 0.21% | Add +48.7% | 13,935 | $361K |
| Allworth Financial LP | 0.00% | Reduce -33.5% | 13,740 | $352K |
| Private Advisor Group, LLC | 0.00% | Add +14.2% | 12,558 | $325K |
| FSA Advisors, Inc. | 0.26% | Add +4.5% | 12,512 | $324K |
| Nwam LLC | 0.02% | Add +22.3% | 10,883 | $282K |
| Worth Financial Advisory Group, LLC | 0.18% | Reduce -30.9% | 10,715 | $277K |
| Atria Investments, Inc | 0.00% | Add +27.9% | 10,690 | $277K |
| Maripau Wealth Management LLC | 0.16% | Reduce -7.3% | 10,576 | $274K |
| Citadel Advisors | 0.00% | Reduce -25.6% | 10,055 | $260K |
| HBW Advisory Services LLC | 0.04% | Add +5.9% | 9,650 | $250K |
| Financial Sense Advisors, Inc. | 0.07% | Reduce -6.3% | 9,225 | $239K |
| Midwest Financial Network, LLC | 0.23% | Add +2.7% | 8,890 | $230K |
| Mariner, LLC | 0.00% | Reduce -16.7% | 8,505 | $220K |
| MSH Capital Advisors LLC | 0.07% | No change | 8,391 | $217K |
| Mascagni Wealth Management, Inc. | 0.20% | No change | 7,936 | $205K |
| Valtinson Bruner Financial Planning LLC | 0.07% | New | 7,735 | $200K |
| Creative Financial Designs Inc. | 0.01% | New | 6,569 | $170K |
| Richard W. Paul & Associates, LLC | 0.05% | Add +141.7% | 4,792 | $124K |
| Royal Bank of Canada | 0.00% | No change | 4,809 | $124K |
| Principal Securities, Inc. | 0.00% | No change | 4,377 | $111K |
| Richardson Financial Services Inc. | 0.06% | No change | 3,106 | $80K |
| Transce3nd, LLC | 0.03% | Reduce -9.7% | 2,884 | $75K |
| Wells Fargo & Company | 0.00% | Reduce -38.8% | 2,075 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.5% | 1,610 | $42K |
| Private Trust Co. NA | 0.00% | New | 1,498 | $39K |
| Osaic Holdings, Inc. | 0.00% | Add +501.3% | 1,359 | $35K |
| Morgan Stanley | 0.00% | Reduce -93.4% | 945 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.0% | 773 | $20K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -75.4% | 119 | $3K |
| Covestor Ltd | 0.00% | Reduce -16.9% | 103 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 60 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 59 | $2K |
"% of holder's portfolio" is FISR's weight in each manager's 13F, not the share of SS Fi Sector Rotation the manager owns.