GGM Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,094	Closed	-$224K	–	161
2024 Q3	$224K	Sell	5,094 -3,824	-43%	-$171K	0.1%	134
2024 Q2	$406K	Buy	8,918 +916	+11%	+$42.7K	0.19%	85
2024 Q1	$390K	Buy	8,002 +62	+0.8%	+$2.66K	0.18%	86
2023 Q4	$335K	Buy	7,940 +74	+0.9%	+$3.16K	0.14%	106
2023 Q3	$356K	Buy	7,866 +56	+0.7%	+$2.45K	0.15%	92
2023 Q2	$325K	Buy	+7,810	New	+$318K	0.13%	104
2023 Q1	–	Sell	-7,664	Closed	-$336K	–	136
2022 Q4	$336K	Buy	7,664 +78	+1%	+$3.4K	0.17%	91
2022 Q3	$331K	Buy	+7,586	New	+$287K	0.18%	96
2022 Q1	–	Sell	-7,458	Closed	-$235K	–	147
2021 Q4	$235K	Buy	7,458 +40	+0.5%	+$1.13K	0.19%	87
2021 Q3	$218K	Buy	+7,418	New	+$184K	0.17%	87

Other funds holding XLE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GGM Wealth Advisors's XLE Position: Q4 2024 in Review

GGM Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 5,094 shares — an estimated $224K sold.

GGM Wealth Advisors first reported a position in XLE in Q3 2021 and held it in 10 quarters. The position peaked at $406K in Q2 2024. 1,885 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

GGM Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
GGM Wealth Advisors sold 5,094 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $224K.
GGM Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 10 quarters.
GGM Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $406K in Q2 2024.
1,885 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.