GGM Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,440	Closed	-$244K	–	151
2024 Q4	$244K	Buy	6,440 +860	+15%	+$34.1K	0.13%	124
2024 Q3	$225K	Sell	5,580 -1,220	-18%	-$45.3K	0.1%	133
2024 Q2	$232K	Sell	6,800 -108,384	-94%	-$3.72M	0.11%	125
2024 Q1	$3.8M	Sell	115,184 -8,210	-7%	-$256K	1.77%	14
2023 Q4	$3.78M	Sell	123,394 -83,930	-40%	-$2.57M	1.56%	16
2023 Q3	$6.11M	Sell	207,324 -17,236	-8%	-$556K	2.64%	8
2023 Q2	$7.4M	Buy	+224,560	New	+$7.56M	3%	9
2023 Q1	–	Sell	-173,250	Closed	-$6.15M	–	139
2022 Q4	$6.15M	Sell	173,250 -75,796	-30%	-$2.58M	3.17%	6
2022 Q3	$8.1M	Sell	249,046 -670	-0.3%	-$24.6K	4.38%	4
2022 Q2	$8.73M	Sell	249,716 -5,842	-2%	-$211K	4.87%	3
2022 Q1	$9.73M	Buy	255,558 +244,464	+2,204%	+$8.47M	4.88%	3
2021 Q4	$384K	Buy	11,094 +1,764	+19%	+$59.5K	0.3%	64
2021 Q3	$312K	Buy	9,330 +794	+9%	+$26.5K	0.25%	72
2021 Q2	$282K	Sell	8,536 -9,524	-53%	-$312K	0.24%	70
2021 Q1	$602K	Sell	18,060 -50	-0.3%	-$1.55K	0.48%	41
2020 Q4	$567K	Buy	+18,110	New	+$573K	0.56%	32

Other funds holding XLU

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

GGM Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 6,440 shares — an estimated $244K sold.

GGM Wealth Advisors first reported a position in XLU in Q4 2020 and held it in 16 quarters. The position peaked at $9.73M in Q1 2022. 1,355 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

GGM Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
GGM Wealth Advisors sold 6,440 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $244K.
GGM Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 16 quarters.
GGM Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $9.73M in Q1 2022.
1,355 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

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