GGM Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,500	Closed	-$444K	–	150
2023 Q4	$444K	Hold	11,500	–	–	0.18%	90
2023 Q3	$381K	Hold	11,500	–	–	0.17%	90
2023 Q2	$393K	Hold	11,500	–	–	0.16%	91
2023 Q1	$369K	Hold	11,500	–	–	0.21%	50
2022 Q4	$407K	Hold	11,500	–	–	0.21%	80
2022 Q3	$379K	Hold	11,500	–	–	0.2%	85
2022 Q2	$363K	Hold	11,500	–	–	0.2%	86
2022 Q1	$432K	Buy	+11,500	New	+$449K	0.22%	85

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

GGM Wealth Advisors's XLF Position: Q1 2024 in Review

GGM Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 11,500 shares — an estimated $444K sold.

GGM Wealth Advisors first reported a position in XLF in Q1 2022 and held it in 8 quarters. The position peaked at $444K in Q4 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

GGM Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
GGM Wealth Advisors sold 11,500 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $444K.
GGM Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
GGM Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $444K in Q4 2023.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on GGM Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.