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GGM Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

GGM Wealth Advisors’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$797K Buy
5,755
+11
+0.2% +$1.6K 0.44% 53
2024
Q4 		$790K Sell
5,744
-817
-12% -$120K 0.41% 55
2024
Q3 		$1.01M Buy
6,561
+140
+2% +$21.2K 0.43% 49
2024
Q2 		$936K Sell
6,421
-13
-0.2% -$1.86K 0.43% 50
2024
Q1 		$921K Sell
6,434
-27,463
-81% -$3.94M 0.43% 49
2023
Q4 		$4.72M Sell
33,897
-20,599
-38% -$2.68M 1.95% 13
2023
Q3 		$7.02M Sell
54,496
-5,001
-8% -$664K 3.04% 7
2023
Q2 		$7.74M Buy
59,497
+907
+2% +$120K 3.14% 7
2023
Q1 		$7.58M Buy
58,590
+607
+1% +$79.3K 4.33% 5
2022
Q4 		$7.86M Sell
57,983
-8,144
-12% -$1.08M 4.06% 3
2022
Q3 		$8.59M Buy
66,127
+1,286
+2% +$166K 4.64% 3
2022
Q2 		$8.35M Buy
64,841
+58,433
+912% +$7.66M 4.66% 4
2022
Q1 		$884K Sell
6,408
-59,576
-90% -$7.89M 0.44% 49
2021
Q4 		$9.03M Buy
65,984
+3,368
+5% +$447K 7.16% 1
2021
Q3 		$8.25M Sell
62,616
-2,136
-3% -$282K 6.55% 4
2021
Q2 		$8.33M Buy
64,752
+61,194
+1,720% +$7.5M 7.07% 3
2021
Q1 		$431K Buy
3,558
+8
+0.2% +$923 0.34% 50
2020
Q4 		$415K Buy
+3,550
New +$388K 0.41% 45

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

GGM Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.19% in Q1 2025, buying an estimated $1.6K and bringing the position to 5,755 shares worth $797K. The position accounts for 0.44% of the portfolio, ranked #53.

GGM Wealth Advisors first reported a position in XLV in Q4 2020 and has held it in 18 quarters since. The position peaked at $9.03M in Q4 2021. 1,768 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • GGM Wealth Advisors held 5,755 shares of State Street Health Care Select Sector SPDR ETF worth $797K as of Q1 2025.
  • GGM Wealth Advisors bought 11 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $1.6K.
  • State Street Health Care Select Sector SPDR ETF made up 0.44% of GGM Wealth Advisors's portfolio in Q1 2025, its #53 holding.
  • GGM Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
  • GGM Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $9.03M in Q4 2021.
  • 1,768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

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