SS Fi Sector RotationFISRETF
13F holders, Q3 2025 (September 30)64holders −12
5new positions
17sold out
1famous investor
$26.07avg. 13F price*
At the end of Q3 2025, 64 institutions reported holding SS Fi Sector Rotation (FISR) in their 13F filings, down 12 from Q2 2025. 5 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($51.5M), Envestnet Portfolio Solutions, Inc. ($46.3M) and Envestnet Asset Management Inc. ($34.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Fi Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q3 2025)
- CUSIP
- 78470P507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.6M |
| Exits | 17 | $5.7M |
All 13F filers, Q2 2025 → Q3 2025: 152,456 shares bought and 8,013,209 shares sold, net −7,860,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| LPL Financial LLC | 0.01% | Reduce -53.0% | 1,978,470 | $51.5M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -49.2% | 1,777,330 | $46.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -43.6% | 1,328,799 | $34.6M |
| NewEdge Advisors, LLC | 0.08% | Reduce -13.3% | 717,085 | $18.7M |
| Aspire Private Capital, LLC | 3.50% | Reduce -28.2% | 612,040 | $15.9M |
| Hibernia Wealth Partners, LLC | 5.87% | Reduce -49.3% | 351,293 | $9.2M |
| Raleigh Capital Management Inc. | 3.44% | Reduce -23.5% | 347,307 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -16.2% | 271,744 | $7.1M |
| Park Avenue Securities LLC | 0.05% | Reduce -53.9% | 238,783 | $6.2M |
| Austin Private Wealth, LLC | 0.48% | Reduce -63.5% | 237,697 | $6.2M |
| Landmark Wealth Management, Inc. | 1.34% | Reduce -70.5% | 131,558 | $3.4M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -49.0% | 115,706 | $3.0M |
| Citadel Advisors | 0.00% | New | 74,306 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -58.5% | 74,124 | $1.9M |
| AE Wealth Management LLC | 0.01% | Reduce -48.5% | 69,154 | $1.8M |
| Novus Advisors, LLC | 3.62% | Reduce -54.7% | 60,523 | $1.6M |
| Argent Trust Co | 0.06% | Reduce -1.8% | 59,817 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +258.0% | 55,533 | $1.4M |
| International Private Wealth Advisors LLC | 0.85% | Reduce -30.7% | 52,090 | $1.4M |
| Balboa Wealth Partners | 0.22% | Reduce -46.5% | 48,595 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Reduce -57.4% | 48,160 | $1.3M |
| Lockerman Financial Group, Inc. | 1.54% | Reduce -44.4% | 46,901 | $1.2M |
| Signal Advisors Wealth, LLC | 0.11% | Reduce -78.7% | 46,198 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -66.2% | 41,852 | $1.1M |
| Iams Wealth Management, LLC | 0.31% | Reduce -48.3% | 29,548 | $770K |
| True Vision MN LLC | 0.36% | Reduce -9.2% | 26,454 | $689K |
| Balefire, LLC | 0.12% | Reduce -13.3% | 23,819 | $621K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -3.2% | 21,004 | $547K |
| GeoWealth Management, LLC | 0.02% | Reduce -58.7% | 19,986 | $521K |
| Valtinson Bruner Financial Planning LLC | 0.15% | Reduce -42.6% | 19,135 | $499K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.7% | 18,216 | $475K |
| Creative Financial Designs Inc. | 0.03% | Add +89.0% | 18,229 | $475K |
| Merit Financial Group, LLC | 0.00% | Reduce -9.0% | 17,785 | $463K |
| MML Investors Services, LLC | 0.00% | Reduce -37.3% | 16,767 | $437K |
| Kelly Financial Services LLC | 0.10% | Reduce -39.4% | 14,899 | $388K |
| Empirical Asset Management, LLC | 0.10% | Reduce -16.3% | 13,125 | $342K |
| Global Financial Private Client, LLC | 0.12% | Reduce -67.5% | 13,072 | $341K |
| Morgan Stanley | 0.00% | New | 12,722 | $331K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -18.7% | 12,710 | $331K |
| Susquehanna International Group, LLP | 0.00% | Add +6.7% | 12,206 | $318K |
| Private Advisor Group, LLC | 0.00% | Reduce -29.3% | 11,775 | $307K |
| Nwam LLC | 0.02% | No change | 10,883 | $286K |
| Richardson Financial Services Inc. | 0.17% | Add +10.2% | 4,625 | $282K |
| MSH Capital Advisors LLC | 0.08% | Add +9.7% | 10,778 | $281K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.7% | 8,297 | $216K |
| Financial Sense Advisors, Inc. | 0.04% | No change | 8,099 | $211K |
| Triumph Capital Management | 0.05% | Reduce -16.7% | 7,728 | $201K |
| October Effect Ltd | 0.22% | New | 7,727 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 5,302 | $138K |
| Royal Bank of Canada | 0.00% | No change | 4,809 | $125K |
| Allworth Financial LP | 0.00% | Reduce -28.6% | 4,209 | $110K |
| Wells Fargo & Company | 0.00% | Add +65.5% | 3,524 | $92K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.7% | 2,424 | $63K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,706 | $44K |
| Principal Securities, Inc. | 0.00% | Reduce -93.5% | 1,244 | $32K |
| Private Trust Co. NA | 0.00% | Reduce -66.1% | 627 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -80.1% | 534 | $14K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -97.7% | 337 | $9K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +5800.0% | 236 | $6K |
| REAP Financial Group, LLC | 0.00% | Add +10.2% | 65 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +1.7% | 61 | $2K |
| Covestor Ltd | 0.00% | Reduce -76.9% | 46 | $1K |
| Evolution Wealth Management Inc. | 0.00% | No change | 24 | $625 |
| Caitlin John, LLC | 0.00% | New | 11 | $299 |
"% of holder's portfolio" is FISR's weight in each manager's 13F, not the share of SS Fi Sector Rotation the manager owns.