SS Fi Sector RotationFISRETF
13F holders, Q1 2026 (March 31)79holders +1
9new positions
6sold out
$25.72avg. 13F price*
At the end of Q1 2026, 79 institutions reported holding SS Fi Sector Rotation (FISR) in their 13F filings, up 1 from Q4 2025. 9 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($112.1M), Envestnet Portfolio Solutions, Inc. ($95.7M) and Envestnet Asset Management Inc. ($75.1M).
- Company
- SS Fi Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q1 2026)
- CUSIP
- 78470P507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $17.4M |
| Exits | 6 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 4,976,482 shares bought and 124,690 shares sold, net +4,851,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| LPL Financial LLC | 0.03% | Add +34.3% | 4,359,346 | $112.1M |
| Envestnet Portfolio Solutions, Inc. | 0.53% | Add +40.6% | 3,721,954 | $95.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +57.9% | 2,920,541 | $75.1M |
| Aspire Private Capital, LLC | 5.20% | Add +11.2% | 896,592 | $23.1M |
| NewEdge Advisors, LLC | 0.08% | Add +7.3% | 851,455 | $21.9M |
| Hibernia Wealth Partners, LLC | 5.77% | Add +4.6% | 759,071 | $19.5M |
| Cerity Partners LLC | 0.02% | New | 619,792 | $15.9M |
| Raleigh Capital Management Inc. | 4.61% | Add +17.1% | 519,004 | $13.3M |
| Park Avenue Securities LLC | 0.09% | Add +27.6% | 468,814 | $12.1M |
| HighTower Advisors, LLC | 0.01% | Add +15.7% | 427,008 | $11.0M |
| Landmark Wealth Management, Inc. | 3.71% | Add +28.2% | 382,677 | $9.8M |
| Axxcess Wealth Management, LLC | 0.15% | Add +21.7% | 178,608 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +14.6% | 160,594 | $4.1M |
| Signal Advisors Wealth, LLC | 0.26% | Add +55.1% | 146,260 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +42.8% | 140,080 | $3.6M |
| AE Wealth Management LLC | 0.02% | Add +32.4% | 133,883 | $3.4M |
| Novus Advisors, LLC | 7.20% | Add +27.9% | 125,147 | $3.2M |
| Harbour Investments, Inc. | 0.05% | Add +57.5% | 121,367 | $3.1M |
| Lockerman Financial Group, Inc. | 4.79% | Add +44.4% | 103,473 | $2.7M |
| CreativeOne Wealth, LLC | 0.06% | Add +37.0% | 100,370 | $2.6M |
| Principal Securities, Inc. | 0.04% | Add +324.4% | 94,680 | $2.4M |
| Legacy Wealth Partners, LLC | 0.60% | Add +43.7% | 92,538 | $2.4M |
| Balboa Wealth Partners | 0.39% | Add +25.4% | 90,388 | $2.3M |
| International Private Wealth Advisors LLC | 1.33% | Add +19.3% | 84,750 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -44.1% | 58,963 | $1.5M |
| Valtinson Bruner Financial Planning LLC | 0.41% | Add +15.0% | 58,441 | $1.5M |
| Argent Trust Co | 0.05% | Reduce -1.2% | 53,184 | $1.4M |
| True Vision MN LLC | 0.60% | Add +27.6% | 45,419 | $1.2M |
| Iams Wealth Management, LLC | 0.35% | Reduce -5.2% | 39,070 | $1.0M |
| WealthPoint Financial, LLC | 0.78% | Add +73.0% | 36,409 | $936K |
| GeoWealth Management, LLC | 0.03% | Add +19.8% | 34,718 | $893K |
| Global Assets Advisory, LLC | 0.23% | New | 31,990 | $817K |
| Global Financial Private Client, LLC | 0.25% | Add +34.8% | 29,315 | $754K |
| Balefire, LLC | 0.12% | Reduce -0.2% | 25,159 | $647K |
| World Investment Advisors | 0.01% | Add +54.1% | 23,832 | $613K |
| Creative Financial Designs Inc. | 0.03% | Add +12.0% | 21,315 | $548K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.8% | 19,223 | $494K |
| Outlook Wealth Advisors, LLC | 0.12% | Add +121.3% | 19,053 | $490K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +32.9% | 17,344 | $446K |
| FSA Advisors, Inc. | 0.29% | Add +11.1% | 16,956 | $436K |
| Kelly Financial Services LLC | 0.10% | Add +19.4% | 16,571 | $426K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -18.8% | 16,180 | $416K |
| Absolute Capital Management, LLC | 0.13% | Add +47.6% | 15,647 | $402K |
| Independent Advisor Alliance | 0.00% | Reduce -8.4% | 15,026 | $386K |
| Integrity Wealth Partners, LLC | 0.34% | — | 14,891 | $383K |
| Private Advisor Group, LLC | 0.00% | Reduce -20.9% | 13,647 | $351K |
| October Effect Ltd | 0.38% | Add +60.3% | 12,805 | $329K |
| Morgan Stanley | 0.00% | Reduce -19.5% | 12,102 | $311K |
| Capital Asset Advisory Services LLC | 0.01% | New | 12,031 | $311K |
| Empirical Asset Management, LLC | 0.08% | Add +5.9% | 11,257 | $290K |
| Nwam LLC | 0.02% | No change | 10,883 | $280K |
| MSH Capital Advisors LLC | 0.06% | No change | 10,778 | $277K |
| Maripau Wealth Management LLC | 0.10% | Add +16.6% | 9,272 | $238K |
| FWG Investments, LLC. | 0.14% | Add +2.9% | 8,813 | $227K |
| Triumph Capital Management | 0.05% | Add +36.9% | 8,655 | $223K |
| Financial Sense Advisors, Inc. | 0.05% | Reduce -7.6% | 8,383 | $216K |
| Atria Investments, Inc | 0.00% | New | 8,342 | $215K |
| Richard W. Paul & Associates, LLC | 0.05% | Add +122.6% | 5,427 | $140K |
| Brown, Lisle/Cummings, Inc. | 0.02% | New | 2,920 | $75K |
| Richardson Financial Services Inc. | 0.04% | Add +5.6% | 2,323 | $60K |
| Smartleaf Asset Management LLC | 0.00% | Add +160.4% | 1,935 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +33.3% | 1,853 | $47K |
| Cwm, LLC | 0.00% | New | 1,590 | $41K |
| Private Trust Co. NA | 0.00% | Reduce -1.3% | 1,283 | $33K |
| Osaic Holdings, Inc. | 0.00% | Reduce -86.5% | 1,141 | $29K |
| Allworth Financial LP | 0.00% | No change | 615 | $16K |
| Covestor Ltd | 0.01% | Add +169.0% | 581 | $15K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 367 | $9K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 309 | $8K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 162 | $4K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -0.6% | 162 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 76 | $2K |
| Evolution Wealth Management Inc. | 0.00% | Reduce -15.3% | 72 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 65 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 62 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 50 | $1K |
| Key Capital Management, INC | 0.00% | Add +1100.0% | 12 | $309 |
| Caitlin John, LLC | 0.00% | No change | 12 | $301 |
| Royal Bank of Canada | 0.00% | Reduce -100.0% | 1 | $0 |
"% of holder's portfolio" is FISR's weight in each manager's 13F, not the share of SS Fi Sector Rotation the manager owns.