GGM Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$547K	Sell	6,768 -1,482	-18%	-$118K	0.3%	68
2024 Q4	$649K	Buy	8,250 +1,565	+23%	+$127K	0.34%	61
2024 Q3	$555K	Buy	6,685 +29	+0.4%	+$2.33K	0.24%	74
2024 Q2	$510K	Sell	6,656 -15	-0.2%	-$1.14K	0.23%	76
2024 Q1	$496K	Sell	6,671 -381	-5%	-$28.2K	0.23%	75
2023 Q4	$510K	Sell	7,052 -80,535	-92%	-$5.58M	0.21%	83
2023 Q3	$6.03M	Sell	87,587 -5,267	-6%	-$385K	2.61%	9
2023 Q2	$6.83M	Buy	+92,854	New	+$6.97M	2.77%	11
2023 Q1	–	Sell	-103,201	Closed	-$7.81M	–	138
2022 Q4	$7.81M	Sell	103,201 -10,172	-9%	-$741K	4.03%	4
2022 Q3	$8.05M	Buy	113,373 +181	+0.2%	+$13.3K	4.35%	5
2022 Q2	$8.22M	Sell	113,192 -499	-0.4%	-$37.5K	4.59%	5
2022 Q1	$9.02M	Buy	113,691 +107,066	+1,616%	+$8.07M	4.52%	4
2021 Q4	$508K	Buy	6,625 +178	+3%	+$12.9K	0.4%	49
2021 Q3	$459K	Buy	6,447 +31	+0.5%	+$2.21K	0.36%	51
2021 Q2	$455K	Buy	6,416 +32	+0.5%	+$2.24K	0.39%	48
2021 Q1	$444K	Sell	6,384 -2,006	-24%	-$132K	0.35%	49
2020 Q4	$555K	Buy	+8,390	New	+$554K	0.55%	33

Other funds holding XLP

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

GGM Wealth Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 18% in Q1 2025, selling an estimated $118K and leaving 6,768 shares worth $547K. The position accounts for 0.3% of the portfolio, ranked #68.

GGM Wealth Advisors first reported a position in XLP in Q4 2020 and has held it in 17 quarters since. The position peaked at $9.02M in Q1 2022. 1,191 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

GGM Wealth Advisors held 6,768 shares of State Street Consumer Staples Select Sector SPDR ETF worth $547K as of Q1 2025.
GGM Wealth Advisors sold 1,482 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $118K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.3% of GGM Wealth Advisors's portfolio in Q1 2025, its #68 holding.
GGM Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
GGM Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $9.02M in Q1 2022.
1,191 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

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