GeoWealth Management, LLC
Position in XLSR — State Street(R) US Sector Rotation ETF
CIK 1593387
CHICAGO, IL
All Filings in XLSR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XLSR | $3,213,750 | 55,659 | Shares | Other | 2026-05-13 | |
| 2025-12-31 XLSR | $3,386,610 | 54,351 | Shares | Other | 2026-02-17 | |
| 2025-09-30 XLSR | $3,346,982 | 56,148 | Shares | Other | 2025-11-13 | |
| 2025-06-30 XLSR | $3,225,396 | 58,729 | Shares | Other | 2025-08-13 | |
| 2025-03-31 XLSR | $2,988,372 | 58,861 | Shares | Other | 2025-05-09 | |
| 2024-12-31 XLSR | $14,783,374 | 276,635 | Shares | Other | 2025-02-13 | |
| 2024-09-30 XLSR | $15,063,821 | 290,611 | Shares | Other | 2024-11-12 | |
| 2024-06-30 XLSR | $3,345,508 | 65,740 | Shares | Other | 2024-08-12 | |
| 2024-03-31 XLSR | $12,881,942 | 258,383 | Shares | Other | 2024-05-15 | |
| 2023-12-31 XLSR | $11,611,733 | 253,764 | Shares | Other | 2024-02-13 | |
| 2023-09-30 XLSR | $9,527,344 | 230,854 | Shares | Other | 2023-11-13 | |
| 2023-06-30 XLSR | $9,568,858 | 220,684 | Shares | Other | 2023-08-10 | |
| 2023-03-31 XLSR | $8,176,587 | 203,651 | Shares | Other | 2023-05-12 | |
| 2022-12-31 XLSR | $7,458,852 | 191,695 | Shares | Other | 2023-02-13 | |
| 2022-09-30 XLSR | $5,331,773 | 148,476 | Shares | Other | 2022-11-14 | |
| 2022-06-30 XLSR | $4,406,046 | 115,705 | Shares | Other | 2022-08-12 | |
| 2022-03-31 XLSR | $4,936,195 | 109,039 | Shares | Other | 2022-05-13 | |
| 2021-12-31 XLSR | $5,245,176 | 111,647 | Shares | Other | 2022-02-14 | |
| 2021-09-30 XLSR | $4,877,514 | 110,356 | Shares | Other | 2021-11-12 | |
| 2021-06-30 XLSR | $8,529,206 | 192,056 | Shares | Other | 2021-08-17 | |
| 2021-03-31 XLSR | $7,270,522 | 177,503 | Shares | Other | 2021-05-13 | |
| 2020-12-31 XLSR | $6,482,905 | 160,627 | Shares | Other | 2021-02-12 | |
| 2020-09-30 XLSR | $3,300,996 | 90,364 | Shares | Other | 2020-11-13 | |
| 2020-06-30 XLSR | $1,608,448 | 48,889 | Shares | Other | 2020-08-14 | |
| 2020-03-31 XLSR | $1,202,922 | 43,080 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||