GGM Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$279K	Buy	+2,680	New	+$304K	0.16%	106
2024 Q4	–	Sell	-7,988	Closed	-$902K	–	163
2024 Q3	$902K	Buy	7,988 +460	+6%	+$50.5K	0.39%	54
2024 Q2	$852K	Hold	7,528	–	–	0.39%	55
2024 Q1	$780K	Hold	7,528	–	–	0.36%	55
2023 Q4	$759K	Hold	7,528	–	–	0.31%	62
2023 Q3	$617K	Hold	7,528	–	–	0.27%	70
2023 Q2	$648K	Buy	+7,528	New	+$593K	0.26%	68
2023 Q1	–	Sell	-7,528	Closed	-$469K	–	137
2022 Q4	$469K	Hold	7,528	–	–	0.24%	74
2022 Q3	$483K	Sell	7,528 -470	-6%	-$32.1K	0.26%	72
2022 Q2	$516K	Buy	7,998 +128	+2%	+$8.92K	0.29%	70
2022 Q1	$589K	Buy	+7,870	New	+$618K	0.3%	68

Other funds holding XLK

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

GGM Wealth Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025: 2,680 shares worth $279K. The stake represents 0.16% of the portfolio and ranks #106 among its holdings. This is a return to the name: GGM Wealth Advisors previously reported a position in XLK as recently as Q3 2024.

GGM Wealth Advisors first reported a position in XLK in Q1 2022 and has held it in 11 quarters since. The position peaked at $902K in Q3 2024. 2,132 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

GGM Wealth Advisors held 2,680 shares of State Street Technology Select Sector SPDR ETF worth $279K as of Q1 2025.
State Street Technology Select Sector SPDR ETF was a new GGM Wealth Advisors position in Q1 2025.
State Street Technology Select Sector SPDR ETF made up 0.16% of GGM Wealth Advisors's portfolio in Q1 2025, its #106 holding.
GGM Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
GGM Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $902K in Q3 2024.
2,132 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

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