GGM Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$234K Buy
+2,366
New +$257K 0.13% 118
2024
Q4
Sell
-2,138
Closed -$214K 165
2024
Q3
$214K Buy
+2,138
New +$200K 0.09% 137
2023
Q3
Sell
-5,332
Closed -$457K 146
2023
Q2
$457K Sell
5,332
-83,076
-94% -$6.36M 0.19% 85
2023
Q1
$6.61M Buy
88,408
+84,348
+2,078% +$6.05M 3.77% 8
2022
Q4
$265K Buy
4,060
+570
+16% +$39.7K 0.14% 107
2022
Q3
$252K Buy
3,490
+4
+0.1% +$313 0.14% 114
2022
Q2
$246K Sell
3,486
-74
-2% -$5.83K 0.14% 112
2022
Q1
$322K Sell
3,560
-1,832
-34% -$168K 0.16% 109
2021
Q4
$537K Sell
5,392
-726
-12% -$72.3K 0.43% 48
2021
Q3
$604K Sell
6,118
-98,138
-94% -$8.91M 0.48% 42
2021
Q2
$9.28M Sell
104,256
-11,594
-10% -$1.01M 7.88% 1
2021
Q1
$10.4M Buy
115,850
+3,360
+3% +$280K 8.27% 2
2020
Q4
$9.46M Buy
+112,490
New +$8.67M 9.34% 1

Other funds holding XLY

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

GGM Wealth Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025: 2,366 shares worth $234K. The stake represents 0.13% of the portfolio and ranks #118 among its holdings. This is a return to the name: GGM Wealth Advisors previously reported a position in XLY as recently as Q3 2024.

GGM Wealth Advisors first reported a position in XLY in Q4 2020 and has held it in 13 quarters since. The position peaked at $10.4M in Q1 2021. 1,219 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • GGM Wealth Advisors held 2,366 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $234K as of Q1 2025.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new GGM Wealth Advisors position in Q1 2025.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.13% of GGM Wealth Advisors's portfolio in Q1 2025, its #118 holding.
  • GGM Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
  • GGM Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $10.4M in Q1 2021.
  • 1,219 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

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