GM
GeoWealth Management’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
48,375
+10,545
| +28% | +$272K | 0.05% | 214 |
|
|
2025
Q1 | $979K | Sell |
37,830
-206,613
| -85% | -$5.35M | 0.04% | 272 |
|
|
2024
Q4 | $6.2M | Sell |
244,443
-140,229
| -36% | -$3.56M | 0.2% | 81 |
|
|
2024
Q3 | $10.2M | Buy |
384,672
+315,133
| +453% | +$8.38M | 0.36% | 52 |
|
|
2024
Q2 | $1.77M | Sell |
69,539
-219,365
| -76% | -$5.58M | 0.08% | 176 |
|
|
2024
Q1 | $7.4M | Buy |
288,904
+56,209
| +24% | +$1.44M | 0.29% | 69 |
|
|
2023
Q4 | $6.05M | Buy |
232,695
+36,340
| +19% | +$945K | 0.5% | 52 |
|
|
2023
Q3 | $4.86M | Sell |
196,355
-4,243
| -2% | -$105K | 0.55% | 49 |
|
|
2023
Q2 | $5.19M | Sell |
200,598
-12,225
| -6% | -$316K | 0.56% | 33 |
|
|
2023
Q1 | $5.61M | Sell |
212,823
-5,732
| -3% | -$151K | 0.66% | 28 |
|
|
2022
Q4 | $5.6M | Buy |
218,555
+44,553
| +26% | +$1.14M | 0.59% | 34 |
|
|
2022
Q3 | $4.44M | Buy |
174,002
+74,448
| +75% | +$1.9M | 0.48% | 45 |
|
|
2022
Q2 | $2.7M | Buy |
99,554
+37,287
| +60% | +$1.01M | 0.36% | 63 |
|
|
2022
Q1 | $1.8M | Sell |
62,267
-25,478
| -29% | -$735K | 0.16% | 104 |
|
|
2021
Q4 | $2.72M | Buy |
87,745
+3,349
| +4% | +$104K | 0.22% | 91 |
|
|
2021
Q3 | $2.63M | Buy |
84,396
+1,339
| +2% | +$41.6K | 0.22% | 100 |
|
|
2021
Q2 | $2.6M | Buy |
83,057
+5,353
| +7% | +$168K | 0.33% | 69 |
|
|
2021
Q1 | $2.39M | Buy |
77,704
+8,486
| +12% | +$260K | 0.37% | 61 |
|
|
2020
Q4 | $2.23M | Buy |
69,218
+43,698
| +171% | +$1.4M | 0.36% | 75 |
|
|
2020
Q3 | $814K | Buy |
25,520
+12,251
| +92% | +$391K | 0.25% | 86 |
|
|
2020
Q2 | $425K | Buy |
13,269
+6,010
| +83% | +$192K | 0.18% | 101 |
|
|
2020
Q1 | $226K | Buy |
+7,259
| New | +$226K | 0.16% | 84 |
|