SS Fi Sector RotationFISRETF
13F holders, Q4 2025 (December 31)78holders +14
15new positions
4sold out
1famous investor
$25.91avg. 13F price*
At the end of Q4 2025, 78 institutions reported holding SS Fi Sector Rotation (FISR) in their 13F filings, up 14 from Q3 2025. 15 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($84.1M), Envestnet Portfolio Solutions, Inc. ($68.6M) and Envestnet Asset Management Inc. ($47.9M). 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 2025)
- CUSIP
- 78470P507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.8M |
| Exits | 4 | $964K |
All 13F filers, Q3 2025 → Q4 2025: 4,693,000 shares bought and 107,262 shares sold, net +4,585,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| LPL Financial LLC | 0.02% | Add +64.1% | 3,246,421 | $84.1M |
| Envestnet Portfolio Solutions, Inc. | 0.24% | Add +48.9% | 2,646,521 | $68.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +39.2% | 1,849,439 | $47.9M |
| Aspire Private Capital, LLC | 4.65% | Add +31.7% | 806,293 | $20.9M |
| NewEdge Advisors, LLC | 0.07% | Add +10.7% | 793,721 | $20.6M |
| Hibernia Wealth Partners, LLC | 5.66% | Add +106.5% | 725,588 | $18.8M |
| Austin Private Wealth, LLC | 0.87% | Add +88.8% | 448,798 | $11.6M |
| Raleigh Capital Management Inc. | 4.17% | Add +27.6% | 443,329 | $11.5M |
| HighTower Advisors, LLC | 0.01% | Add +35.8% | 369,093 | $9.6M |
| Park Avenue Securities LLC | 0.08% | Add +53.9% | 367,554 | $9.5M |
| Landmark Wealth Management, Inc. | 2.92% | Add +126.9% | 298,548 | $7.7M |
| Axxcess Wealth Management, LLC | 0.07% | Add +26.9% | 146,772 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +152.3% | 140,095 | $3.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +42.4% | 105,569 | $2.7M |
| AE Wealth Management LLC | 0.01% | Add +46.3% | 101,140 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +484.9% | 98,075 | $2.5M |
| Novus Advisors, LLC | 5.67% | Add +61.6% | 97,823 | $2.5M |
| Signal Advisors Wealth, LLC | 0.19% | Add +104.1% | 94,305 | $2.4M |
| Harbour Investments, Inc. | 0.04% | Add +60.0% | 77,039 | $2.0M |
| CreativeOne Wealth, LLC | 0.05% | Add +75.1% | 73,272 | $1.9M |
| Balboa Wealth Partners | 0.31% | Add +48.4% | 72,094 | $1.9M |
| Lockerman Financial Group, Inc. | 3.56% | Add +52.8% | 71,646 | $1.9M |
| International Private Wealth Advisors LLC | 1.16% | Add +36.3% | 71,019 | $1.8M |
| Legacy Wealth Partners, LLC | 0.43% | — | 64,397 | $1.7M |
| Argent Trust Co | 0.05% | Reduce -10.0% | 53,849 | $1.4M |
| Valtinson Bruner Financial Planning LLC | 0.38% | Add +165.6% | 50,815 | $1.3M |
| Iams Wealth Management, LLC | 0.39% | Add +39.5% | 41,207 | $1.1M |
| True Vision MN LLC | 0.47% | Add +34.6% | 35,606 | $923K |
| GeoWealth Management, LLC | 0.03% | Add +45.0% | 28,972 | $751K |
| Balefire, LLC | 0.13% | Add +5.8% | 25,207 | $653K |
| Citadel Advisors | 0.00% | Reduce -68.8% | 23,165 | $600K |
| Principal Securities, Inc. | 0.01% | Add +1693.3% | 22,308 | $578K |
| Global Financial Private Client, LLC | 0.20% | Add +66.4% | 21,753 | $564K |
| WealthPoint Financial, LLC | 0.47% | — | 21,049 | $545K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -5.2% | 19,921 | $516K |
| Creative Financial Designs Inc. | 0.03% | Add +4.4% | 19,025 | $493K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.9% | 17,513 | $454K |
| Private Advisor Group, LLC | 0.00% | Add +46.5% | 17,253 | $447K |
| Independent Advisor Alliance | 0.01% | New | 16,410 | $425K |
| World Investment Advisors | 0.01% | New | 15,466 | $401K |
| FSA Advisors, Inc. | 0.28% | New | 15,268 | $396K |
| Morgan Stanley | 0.00% | Add +18.2% | 15,039 | $390K |
| Worth Financial Advisory Group, LLC | 0.18% | New | 14,062 | $364K |
| Kelly Financial Services LLC | 0.09% | Reduce -6.9% | 13,873 | $359K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.7% | 13,050 | $338K |
| Nwam LLC | 0.02% | No change | 10,883 | $283K |
| MSH Capital Advisors LLC | 0.06% | No change | 10,778 | $279K |
| Empirical Asset Management, LLC | 0.08% | Reduce -19.0% | 10,630 | $275K |
| Absolute Capital Management, LLC | 0.10% | New | 10,603 | $275K |
| Financial Sense Advisors, Inc. | 0.05% | Add +12.0% | 9,070 | $235K |
| Outlook Wealth Advisors, LLC | 0.05% | New | 8,608 | $223K |
| FWG Investments, LLC. | 0.14% | New | 8,565 | $222K |
| Osaic Holdings, Inc. | 0.00% | Add +1.8% | 8,450 | $219K |
| October Effect Ltd | 0.23% | Add +3.4% | 7,986 | $207K |
| Maripau Wealth Management LLC | 0.09% | New | 7,953 | $206K |
| Royal Bank of Canada | 0.00% | Add +31.6% | 6,327 | $164K |
| Triumph Capital Management | 0.04% | Reduce -18.2% | 6,324 | $164K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,386 | $140K |
| Global Retirement Partners, LLC | 0.00% | Add +50.9% | 3,657 | $95K |
| Bank of America Corp. | 0.00% | New | 3,329 | $86K |
| Wells Fargo & Company | 0.00% | Reduce -12.0% | 3,101 | $80K |
| Richard W. Paul & Associates, LLC | 0.02% | Add +623.4% | 2,438 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Add +160.3% | 1,390 | $36K |
| Private Trust Co. NA | 0.00% | Add +107.3% | 1,300 | $34K |
| Richardson Financial Services Inc. | 0.01% | Reduce -52.5% | 2,199 | $29K |
| Smartleaf Asset Management LLC | 0.00% | New | 743 | $19K |
| Allworth Financial LP | 0.00% | Reduce -85.4% | 615 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +30.9% | 309 | $8K |
| Covestor Ltd | 0.00% | Add +369.6% | 216 | $6K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 170 | $4K |
| Kingdom Financial Group LLC. | 0.00% | New | 163 | $4K |
| Motiv8 Investments LLC | 0.00% | New | 142 | $4K |
| Evolution Wealth Management Inc. | 0.00% | Add +254.2% | 85 | $2K |
| Rossby Financial, LCC | 0.00% | New | 76 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 65 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +1.6% | 62 | $2K |
| Caitlin John, LLC | 0.00% | Add +9.1% | 12 | $302 |
| Key Capital Management, INC | 0.00% | — | 1 | $26 |
"% of holder's portfolio" is FISR's weight in each manager's 13F, not the share of SS Fi Sector Rotation the manager owns.