SPDR SSGA F/I SECTOR ROTATE (FISR) Institutional Shareholders
SPDR SSGA F/I SECTOR ROTATE (FISR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $404.80M in FISR holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FISR tracked by InsiderSet, reporting ownership valued at approximately $112.12M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $109.68M, representing an estimated loss of -2.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed FISR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Portfolio Solutions, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SPDR SSGA F/I SECTOR ROTATE (FISR).
This page ranks the largest institutional FISR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
71
Total Reported Value
$404.80M
Largest Holder
Lpl Financial Llc
Largest Position
$112.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 4,359,346 | $112,122,369 | $109,681,145 | -$2,441,224 | -2.18% | |
| Envestnet Portfolio Solutions, Inc. | 0.43% | 3,494,333 | $89,629,645 | $87,917,418 | -$1,712,227 | -1.91% | |
| Envestnet Asset Management Inc | 0.02% | 2,608,300 | $66,902,892 | $65,624,828 | -$1,278,064 | -1.91% | |
| Aspire Private Capital, Llc | 4.52% | 851,703 | $21,846,177 | $21,428,847 | -$417,330 | -1.91% | |
| Cerity Partners Llc | 0.02% | 619,792 | $15,941,050 | $15,593,967 | -$347,083 | -2.18% | |
| Raleigh Capital Management Inc. | 4.02% | 490,557 | $12,582,775 | $12,342,414 | -$240,361 | -1.91% | |
| Hightower Advisors, Llc | 0.01% | 427,008 | $10,982,627 | $10,743,521 | -$239,106 | -2.18% | |
| Hibernia Wealth Partners, Llc | 5.68% | 409,212 | $10,496,294 | $10,295,774 | -$200,520 | -1.91% | |
| Landmark Wealth Management, Inc. | 3.71% | 382,677 | $9,842,453 | $9,628,153 | -$214,300 | -2.18% | |
| Newedge Advisors, Llc | 0.21% | 698,507 | $4,632,340 | $17,574,436 | +$12,942,096 | +279.39% | |
| Raymond James Financial Inc | 0.00% | 160,594 | $4,130,477 | $4,040,545 | -$89,932 | -2.18% | |
| Signal Advisors Wealth, Llc | 0.26% | 146,260 | $3,761,807 | $3,679,902 | -$81,905 | -2.18% | |
| Mml Investors Services, Llc | 0.01% | 140,080 | $3,602,850 | $3,524,413 | -$78,437 | -2.18% | |
| Harbour Investments, Inc. | 0.05% | 121,367 | $3,121,579 | $3,053,594 | -$67,985 | -2.18% | |
| Axxcess Wealth Management, Llc | 0.05% | 114,438 | $2,935,328 | $2,879,260 | -$56,068 | -1.91% | |
| Lockerman Financial Group, Inc. | 4.45% | 113,529 | $2,912,026 | $2,856,390 | -$55,636 | -1.91% | |
| Creativeone Wealth, Llc | 0.06% | 100,370 | $2,581,518 | $2,525,309 | -$56,209 | -2.18% | |
| Principal Securities, Inc. | 0.04% | 94,680 | $2,435,170 | $2,382,149 | -$53,021 | -2.18% | |
| Balboa Wealth Partners | 0.39% | 90,388 | $2,324,779 | $2,274,162 | -$50,617 | -2.18% | |
| Novus Advisors, Llc | 4.83% | 90,314 | $2,316,554 | $2,272,300 | -$44,254 | -1.91% | |
| International Private Wealth Advisors Llc | 1.33% | 84,750 | $2,179,764 | $2,132,310 | -$47,454 | -2.18% | |
| Legacy Wealth Partners, Llc | 0.44% | 76,205 | $1,954,658 | $1,917,318 | -$37,340 | -1.91% | |
| Valtinson Bruner Financial Planning Llc | 0.43% | 66,154 | $1,696,862 | $1,664,435 | -$32,427 | -1.91% | |
| Sanctuary Advisors, Llc | 0.01% | 58,963 | $1,516,530 | $1,483,509 | -$33,021 | -2.18% | |
| Argent Trust Co | 0.05% | 53,184 | $1,367,893 | $1,338,109 | -$29,784 | -2.18% | |
| True Vision Mn Llc | 0.60% | 45,419 | $1,168,177 | $1,142,742 | -$25,435 | -2.18% | |
| Creative Financial Designs Inc | 0.04% | 29,470 | $755,906 | $741,465 | -$14,441 | -1.91% | |
| Geowealth Management, Llc | 0.02% | 26,028 | $667,608 | $654,864 | -$12,744 | -1.91% | |
| World Investment Advisors | 0.01% | 23,832 | $612,964 | $599,613 | -$13,351 | -2.18% | |
| Balefire, Llc | 0.10% | 22,776 | $584,204 | $573,044 | -$11,160 | -1.91% | |
| Wealthpoint Financial, Llc | 0.47% | 21,049 | $545,380 | $529,593 | -$15,787 | -2.89% | |
| Global Financial Private Client, Llc | 0.13% | 19,205 | $492,608 | $483,198 | -$9,410 | -1.91% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 17,344 | $446,112 | $436,375 | -$9,737 | -2.18% | |
| Fsa Advisors, Inc. | 0.29% | 16,956 | $436,102 | $426,613 | -$9,489 | -2.18% | |
| Worth Financial Advisory Group, Llc | 0.17% | 15,619 | $400,627 | $392,974 | -$7,653 | -1.91% | |
| Nwam Llc | 0.02% | 15,560 | $399,114 | $391,490 | -$7,624 | -1.91% | |
| Independent Advisor Alliance | 0.00% | 15,026 | $386,470 | $378,054 | -$8,416 | -2.18% | |
| Integrity Wealth Partners, Llc | 0.34% | 14,891 | $382,997 | $374,658 | -$8,339 | -2.18% | |
| October Effect Ltd | 0.32% | 13,165 | $337,682 | $331,231 | -$6,451 | -1.91% | |
| Quadcap Wealth Management, Llc | 0.03% | 12,770 | $327,551 | $321,293 | -$6,258 | -1.91% | |
| Kelly Financial Services Llc | 0.07% | 12,737 | $326,700 | $320,463 | -$6,237 | -1.91% | |
| Morgan Stanley | 0.00% | 12,102 | $311,269 | $304,486 | -$6,783 | -2.18% | |
| Capital Asset Advisory Services Llc | 0.01% | 12,031 | $311,182 | $302,700 | -$8,482 | -2.73% | |
| Empirical Asset Management, Llc | 0.08% | 11,257 | $289,526 | $283,226 | -$6,300 | -2.18% | |
| Msh Capital Advisors Llc | 0.06% | 10,778 | $277,210 | $271,174 | -$6,036 | -2.18% | |
| Triumph Capital Management | 0.05% | 10,040 | $257,526 | $252,606 | -$4,920 | -1.91% | |
| Maripau Wealth Management Llc | 0.10% | 9,272 | $238,476 | $233,284 | -$5,192 | -2.18% | |
| Absolute Capital Management, Llc | 0.06% | 8,727 | $223,850 | $219,571 | -$4,279 | -1.91% | |
| Financial Sense Advisors, Inc. | 0.04% | 8,383 | $215,611 | $210,916 | -$4,695 | -2.18% | |
| Richard W. Paul & Associates, Llc | 0.05% | 5,427 | $139,582 | $136,543 | -$3,039 | -2.18% |
Frequently asked questions about FISR
Who owns the most FISR stock?
The largest holders of FISR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR SSGA F/I SECTOR ROTATE (FISR).
Is FISR widely held by superinvestors?
Many widely followed stocks like FISR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FISR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.