GGM Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$227K	Buy	+1,751	New	+$237K	0.13%	124
2024 Q4	–	Sell	-1,746	Closed	-$236K	–	162
2024 Q3	$236K	Buy	+1,746	New	+$222K	0.1%	130
2023 Q3	–	Sell	-2,671	Closed	-$291K	–	145
2023 Q2	$291K	Sell	2,671 -65,483	-96%	-$6.59M	0.12%	113
2023 Q1	$6.89M	Buy	+68,154	New	+$6.85M	3.94%	7
2022 Q1	–	Sell	-4,161	Closed	-$440K	–	148
2021 Q4	$440K	Sell	4,161 -484	-10%	-$50.3K	0.35%	57
2021 Q3	$487K	Buy	4,645 +998	+27%	+$103K	0.39%	48
2021 Q2	$371K	Sell	3,647 -104,911	-97%	-$10.7M	0.32%	59
2021 Q1	$11.1M	Buy	108,558 +6,289	+6%	+$576K	8.83%	1
2020 Q4	$9.17M	Buy	+102,269	New	+$8.62M	9.05%	2

Other funds holding XLI

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

GGM Wealth Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025: 1,751 shares worth $227K. The stake represents 0.13% of the portfolio and ranks #124 among its holdings. This is a return to the name: GGM Wealth Advisors previously reported a position in XLI as recently as Q3 2024.

GGM Wealth Advisors first reported a position in XLI in Q4 2020 and has held it in 9 quarters since. The position peaked at $11.1M in Q1 2021. 1,351 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

GGM Wealth Advisors held 1,751 shares of State Street Industrial Select Sector SPDR ETF worth $227K as of Q1 2025.
State Street Industrial Select Sector SPDR ETF was a new GGM Wealth Advisors position in Q1 2025.
State Street Industrial Select Sector SPDR ETF made up 0.13% of GGM Wealth Advisors's portfolio in Q1 2025, its #124 holding.
GGM Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
GGM Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $11.1M in Q1 2021.
1,351 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

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