Explore more topics
Public ownership evidence

State Street Fixed Income Sector Rotation ETF (FISR) Ownership Disclosures

Read FISR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 33 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Caitlin John, LLC2026-06-302026-08-1811$278None
FSA Advisors, Inc.2026-06-302026-08-1814,443$370,466None
Thompson David Blair2026-06-302026-08-159,409$241,341None
OSAIC HOLDINGS, INC.2026-06-302026-08-15196$5,027None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,153$183,496None
Financial Sense Advisors, Inc.2026-06-302026-08-158,197$210,254None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15477$12,278None
Cerity Partners LLC2026-06-302026-08-15525,658$13,483,128None
CITADEL ADVISORS LLC2026-06-302026-08-159,682$248,343None
World Investment Advisors2026-06-302026-08-1528,177$722,815None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15123,136$3,158,438None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1516,643$426,893None
FSA Advisors, Inc.2026-06-302026-08-1414,443$370,466None
Sanctuary Advisors, LLC2026-06-302026-08-1467,380$1,728,300None
CreativeOne Wealth, LLC2026-06-302026-08-1444,545$1,142,582None
Arete Wealth Advisors, LLC2026-06-302026-08-1412,253$314,289None
MORGAN STANLEY2026-06-302026-08-141$31None
MORGAN STANLEY2026-06-302026-08-149,726$249,472None
Smartleaf Asset Management LLC2026-06-302026-08-131,935$49,826None
Integrated Wealth Concepts LLC2026-06-302026-08-132,513$64,459None
NewEdge Advisors, LLC2026-06-302026-08-13848,331$21,759,693None
Independent Advisor Alliance2026-06-302026-08-1321,332$547,178None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13116,908$2,998,692None
Stratos Wealth Partners, LTD.2026-06-302026-08-1218,425$472,621None
Arete Wealth Advisors, LLC2026-06-302026-08-1212,253$314,289None
MSH Capital Advisors LLC2026-06-302026-08-1210,778$276,456None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,244$31,909None
RICHARDSON FINANCIAL SERVICES INC.2026-06-302026-08-111,176$30,164None
RICHARDSON FINANCIAL SERVICES INC.2026-06-302026-08-11994$25,496None
Frazier Financial Advisors, LLC2026-06-302026-08-1163$1,616None
Richard W. Paul & Associates, LLC2026-06-302026-08-11219$5,617None
Empirical Asset Management, LLC2026-06-302026-08-1110,723$275,056None
Balboa Wealth Partners2026-06-302026-08-1129,621$759,779None

90-day public filing window, up to 50 source positions.

Caitlin John, LLC ↗FSA Advisors, Inc. ↗Thompson David Blair ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Financial Sense Advisors, Inc. ↗JONES FINANCIAL COMPANIES LLLP ↗Cerity Partners LLC ↗CITADEL ADVISORS LLC ↗World Investment Advisors ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.