GGM Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

GGM Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.52M	Sell	2,763 -221	-7%	-$130K	0.85%	32
2024 Q4	$1.75M	Buy	2,984 +370	+14%	+$218K	0.91%	33
2024 Q3	$1.5M	Buy	2,614 +68	+3%	+$37.6K	0.65%	39
2024 Q2	$1.39M	Buy	2,546 +1	+0%	+$523	0.63%	39
2024 Q1	$1.32M	Buy	2,545 +54	+2%	+$26.9K	0.62%	39
2023 Q4	$1.21M	Buy	2,491 +3	+0.1%	+$1.34K	0.5%	44
2023 Q3	$1.06M	Buy	2,488 +1	+0%	+$445	0.46%	45
2023 Q2	$1.1M	Buy	+2,487	New	+$1.04M	0.45%	44
2023 Q1	–	Sell	-1,852	Closed	-$719K	–	119
2022 Q4	$719K	Buy	1,852 +162	+10%	+$62.3K	0.37%	54
2022 Q3	$650K	Buy	1,690 +305	+22%	+$121K	0.35%	58
2022 Q2	$527K	Sell	1,385 -38	-3%	-$15.6K	0.29%	68
2022 Q1	$633K	Buy	1,423 +119	+9%	+$53K	0.32%	64
2021 Q4	$612K	Buy	1,304 +431	+49%	+$198K	0.49%	44
2021 Q3	$397K	Sell	873 -31	-3%	-$13.7K	0.32%	60
2021 Q2	$389K	Buy	904 +3	+0.3%	+$1.25K	0.33%	57
2021 Q1	$375K	Sell	901 -1	-0.1%	-$386	0.3%	59
2020 Q4	$342K	Buy	+902	New	+$320K	0.34%	50

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GGM Wealth Advisors's SPY Position: Q1 2025 in Review

GGM Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.4% in Q1 2025, selling an estimated $130K and leaving 2,763 shares worth $1.52M. The position accounts for 0.85% of the portfolio, ranked #32.

GGM Wealth Advisors first reported a position in SPY in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.75M in Q4 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

GGM Wealth Advisors held 2,763 shares of State Street SPDR S&P 500 ETF Trust worth $1.52M as of Q1 2025.
GGM Wealth Advisors sold 221 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $130K.
State Street SPDR S&P 500 ETF Trust made up 0.85% of GGM Wealth Advisors's portfolio in Q1 2025, its #32 holding.
GGM Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 17 quarters since.
GGM Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.75M in Q4 2024.
4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.