GGM Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $3.8M | Sell |
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|
2023
Q4 | $3.78M | Sell |
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|
2023
Q3 | $6.11M | Sell |
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|
2023
Q2 | $7.4M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.15M | Sell |
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|
2022
Q3 | $8.1M | Sell |
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|
2022
Q2 | $8.73M | Sell |
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|
2022
Q1 | $9.73M | Buy |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $602K | Sell |
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|
2020
Q4 | $567K | Buy |
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