SPDR SSGA F/I SECTOR ROTATE (FISR) Institutional Ownership Changes & 13F Activity
SPDR SSGA F/I SECTOR ROTATE (FISR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Newedge Advisors, Llc, Cerity Partners Llc, Balboa Wealth Partners, and Creativeone Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +9,682 | — | 9,682 | $248.34K | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +3,671 | +125.7% | 6,591 | $169.06K | Q2 2026 | Sep 02, 2026 |
| Fsa Advisors, Inc. | Sell | -2,513 | -14.8% | 14,443 | $370.47K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -1 | -8.3% | 11 | $278.00 | Q2 2026 | Aug 17, 2026 |
| Cerity Partners Llc | Sell | -94,134 | -15.2% | 525,658 | $13.48M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -20,815 | -13.0% | 139,779 | $3.59M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,208 | +544.1% | 7,349 | $188.52K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +4,345 | +18.2% | 28,177 | $722.82K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +477 | — | 477 | $12.28K | Q2 2026 | Aug 14, 2026 |
| Financial Sense Advisors, Inc. | Sell | -186 | -2.2% | 8,197 | $210.25K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Sell | -55,825 | -55.6% | 44,545 | $1.14M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +12,253 | — | 12,253 | $314.29K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +8,417 | +14.3% | 67,380 | $1.73M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -2,375 | -19.6% | 9,727 | $249.50K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +149,824 | +21.4% | 848,331 | $21.76M | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | Buy | +6,306 | +42.0% | 21,332 | $547.18K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -4,459 | -3.7% | 116,908 | $3.00M | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +1,081 | +6.2% | 18,425 | $472.62K | Q2 2026 | Aug 11, 2026 |
| Balboa Wealth Partners | Sell | -60,767 | -67.2% | 29,621 | $759.78K | Q2 2026 | Aug 10, 2026 |
| Richard W. Paul & Associates, Llc | Sell | -5,208 | -96.0% | 219 | $5.62K | Q2 2026 | Aug 10, 2026 |
| Empirical Asset Management, Llc | Sell | -534 | -4.7% | 10,723 | $275.06K | Q2 2026 | Aug 10, 2026 |
| Richardson Financial Services Inc. | Sell | -153 | -6.6% | 2,170 | $55.66K | Q2 2026 | Aug 10, 2026 |
| Frazier Financial Advisors, Llc | Buy | +1 | +1.6% | 63 | $1.62K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -814,806 | -18.7% | 3,544,540 | $90.92M | Q2 2026 | Aug 07, 2026 |
| International Private Wealth Advisors Llc | Sell | -12,925 | -15.3% | 71,825 | $1.84M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +3,333 | +2.4% | 143,413 | $3.68M | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | Sell | -209 | -36.0% | 372 | $10.00K | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +11 | +6.8% | 173 | $4.43K | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Buy | +2 | +1.2% | 164 | $4.21K | Q2 2026 | Aug 07, 2026 |
| Wealthpoint Financial, Llc | Sell | -13,150 | -36.1% | 23,259 | $596.59K | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about FISR activity
Which institutional owners are buying FISR?
Institutional owners buying FISR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FISR activity?
"Buy" means an investor increased their reported position in FISR compared to the prior reporting period. This reflects growing exposure to SPDR SSGA F/I SECTOR ROTATE (FISR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FISR increasing?
Institutional interest in FISR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.