FISR Institutional Ownership & Shareholders
SPDR SSGA F/I SECTOR ROTATE (FISR) is currently held by 76 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $397.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FISR tracked by InsiderSet, reporting ownership valued at approximately $90.92M in its June 30, 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 $88.08M, representing an estimated loss of -3.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% 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
76
Total Reported Value
$397.82M
Largest Holder
Lpl Financial Llc
Largest Position
$90.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 3,544,540 | $90,917,440 | $88,081,819 | -$2,835,621 | -3.12% | |
| Envestnet Portfolio Solutions, Inc. | 0.43% | 3,494,333 | $89,629,645 | $86,834,175 | -$2,795,470 | -3.12% | |
| Envestnet Asset Management Inc | 0.02% | 2,608,300 | $66,902,892 | $64,816,255 | -$2,086,637 | -3.12% | |
| Aspire Private Capital, Llc | 4.52% | 851,703 | $21,846,177 | $21,164,820 | -$681,357 | -3.12% | |
| Newedge Advisors, Llc | 0.06% | 848,331 | $21,759,693 | $21,081,025 | -$678,668 | -3.12% | |
| Raleigh Capital Management Inc. | 4.86% | 640,556 | $15,635,976 | $15,917,817 | +$281,841 | +1.80% | |
| Cerity Partners Llc | 0.02% | 525,658 | $13,483,128 | $13,062,601 | -$420,527 | -3.12% | |
| Hibernia Wealth Partners, Llc | 5.79% | 454,818 | $11,102,119 | $11,302,227 | +$200,108 | +1.80% | |
| Landmark Wealth Management, Inc. | 2.45% | 288,333 | $7,395,749 | $7,165,075 | -$230,674 | -3.12% | |
| Signal Advisors Wealth, Llc | 0.27% | 246,642 | $6,020,531 | $6,129,054 | +$108,523 | +1.80% | |
| Principal Securities, Inc. | 0.06% | 187,354 | $4,805,630 | $4,655,747 | -$149,883 | -3.12% | |
| Lockerman Financial Group, Inc. | 5.80% | 165,698 | $4,044,679 | $4,117,595 | +$72,916 | +1.80% | |
| Legacy Wealth Partners, Llc | 0.83% | 156,575 | $3,821,996 | $3,890,889 | +$68,893 | +1.80% | |
| Mml Investors Services, Llc | 0.01% | 143,413 | $3,678,540 | $3,563,813 | -$114,727 | -3.12% | |
| Raymond James Financial Inc | 0.00% | 139,779 | $3,585,331 | $3,473,508 | -$111,823 | -3.12% | |
| Harbour Investments, Inc. | 0.04% | 116,908 | $2,998,692 | $2,905,164 | -$93,528 | -3.12% | |
| Novus Advisors, Llc | 4.83% | 90,314 | $2,316,554 | $2,244,303 | -$72,251 | -3.12% | |
| Axxcess Wealth Management, Llc | 0.09% | 93,475 | $2,281,725 | $2,322,854 | +$41,129 | +1.80% | |
| Valtinson Bruner Financial Planning Llc | 0.52% | 86,328 | $2,107,263 | $2,145,251 | +$37,988 | +1.80% | |
| International Private Wealth Advisors Llc | 0.95% | 71,825 | $1,842,310 | $1,784,851 | -$57,459 | -3.12% | |
| Founders Financial Alliance, Llc | 0.24% | 69,169 | $1,774,178 | $1,718,850 | -$55,328 | -3.12% | |
| Sanctuary Advisors, Llc | 0.01% | 67,380 | $1,728,300 | $1,674,393 | -$53,907 | -3.12% | |
| Balboa Wealth Partners | 0.17% | 53,317 | $1,301,468 | $1,324,927 | +$23,459 | +1.80% | |
| Argent Trust Co | 0.04% | 50,125 | $1,285,709 | $1,245,606 | -$40,103 | -3.12% | |
| True Vision Mn Llc | 0.60% | 45,419 | $1,168,177 | $1,128,662 | -$39,515 | -3.38% | |
| Creativeone Wealth, Llc | 0.02% | 44,545 | $1,142,582 | $1,106,943 | -$35,639 | -3.12% | |
| Outlook Wealth Advisors, Llc | 0.19% | 35,805 | $874,000 | $889,754 | +$15,754 | +1.80% | |
| Global Financial Private Client, Llc | 0.22% | 32,916 | $803,480 | $817,963 | +$14,483 | +1.80% | |
| Creative Financial Designs Inc | 0.04% | 29,470 | $755,906 | $732,330 | -$23,577 | -3.12% | |
| World Investment Advisors | 0.01% | 28,177 | $722,815 | $700,198 | -$22,617 | -3.13% | |
| Geowealth Management, Llc | 0.02% | 26,028 | $667,608 | $646,796 | -$20,812 | -3.12% | |
| Wealthpoint Financial, Llc | 0.43% | 23,259 | $596,593 | $577,986 | -$18,607 | -3.12% | |
| Independent Advisor Alliance | 0.01% | 21,332 | $547,178 | $530,100 | -$17,078 | -3.12% | |
| Worth Financial Advisory Group, Llc | 0.20% | 19,681 | $480,413 | $489,073 | +$8,660 | +1.80% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 18,425 | $472,621 | $457,861 | -$14,760 | -3.12% | |
| Kelly Financial Services Llc | 0.10% | 18,610 | $454,278 | $462,459 | +$8,181 | +1.80% | |
| Balefire, Llc | 0.07% | 18,093 | $441,650 | $449,611 | +$7,961 | +1.80% | |
| Absolute Capital Management, Llc | 0.10% | 17,922 | $437,489 | $445,362 | +$7,873 | +1.80% | |
| October Effect Ltd | 0.43% | 17,148 | $418,583 | $426,128 | +$7,545 | +1.80% | |
| Virtue Capital Management, Llc | 0.05% | 17,078 | $416,874 | $424,388 | +$7,514 | +1.80% | |
| Nwam Llc | 0.02% | 15,560 | $399,114 | $386,666 | -$12,448 | -3.12% | |
| Integrity Wealth Partners, Llc | 0.30% | 15,698 | $383,188 | $390,095 | +$6,907 | +1.80% | |
| Capital Asset Advisory Services Llc | 0.01% | 15,001 | $372,325 | $372,775 | +$450 | +0.12% | |
| Fsa Advisors, Inc. | 0.17% | 14,443 | $370,466 | $358,909 | -$11,557 | -3.12% | |
| Aegis Wealth Management, Inc. | 0.20% | 13,771 | $336,150 | $342,209 | +$6,059 | +1.80% | |
| Arete Wealth Advisors, Llc | 0.02% | 12,253 | $314,289 | $304,487 | -$9,802 | -3.12% | |
| Triumph Capital Management | 0.05% | 11,961 | $291,968 | $297,231 | +$5,263 | +1.80% | |
| Quadcap Wealth Management, Llc | 0.03% | 11,495 | $280,594 | $285,651 | +$5,057 | +1.80% | |
| Msh Capital Advisors Llc | 0.05% | 10,778 | $276,456 | $267,833 | -$8,623 | -3.12% | |
| Empirical Asset Management, Llc | 0.06% | 10,723 | $275,056 | $266,467 | -$8,589 | -3.12% |
Frequently asked questions about FISR
Who are the largest institutional holders of FISR?
The largest institutional holders of FISR reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Portfolio Solutions, Inc., Envestnet Asset Management Inc, Aspire Private Capital, Llc, and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FISR position.
What is FISR institutional ownership?
This page tracks FISR positions reported by institutional investment managers through SEC Form 13F. SPDR SSGA F/I SECTOR ROTATE (FISR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FISR?
InsiderSet currently tracks 76 institutional managers reporting FISR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FISR shareholders.
How much FISR stock do institutions own?
Institutional investment managers disclosed approximately $397.82M in FISR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FISR institutional ownership last updated?
The latest FISR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FISR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FISR position after the reporting date.
Are institutions buying or selling FISR?
Institutional buying and selling can be analyzed by comparing FISR positions across consecutive 13F reporting periods. InsiderSet's FISR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FISR ownership changes.
How has FISR institutional ownership changed over time?
InsiderSet tracks FISR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.