GeoWealth Management’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
|
|||||
|
2025
Q1 | $2.99M | Sell |
|
|||||
|
2024
Q4 | $14.8M | Sell |
|
|||||
|
2024
Q3 | $15.1M | Buy |
|
|||||
|
2024
Q2 | $3.35M | Sell |
|
|||||
|
2024
Q1 | $12.9M | Buy |
|
|||||
|
2023
Q4 | $11.6M | Buy |
|
|||||
|
2023
Q3 | $9.53M | Buy |
|
|||||
|
2023
Q2 | $9.57M | Buy |
|
|||||
|
2023
Q1 | $8.18M | Buy |
|
|||||
|
2022
Q4 | $7.46M | Buy |
|
|||||
|
2022
Q3 | $5.33M | Buy |
|
|||||
|
2022
Q2 | $4.41M | Buy |
|
|||||
|
2022
Q1 | $4.93M | Sell |
|
|||||
|
2021
Q4 | $5.25M | Buy |
|
|||||
|
2021
Q3 | $4.88M | Sell |
|
|||||
|
2021
Q2 | $8.53M | Buy |
|
|||||
|
2021
Q1 | $7.27M | Buy |
|
|||||
|
2020
Q4 | $6.48M | Buy |
|
|||||
|
2020
Q3 | $3.3M | Buy |
|
|||||
|
2020
Q2 | $1.61M | Buy |
|
|||||
|
2020
Q1 | $1.2M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $217K | Buy |
|