GGM Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $234K | Buy |
+1,183
| New | +$234K | 0.13% | 118 |
|
|
2024
Q4 | – | Sell |
-1,069
| Closed | -$214K | – | 165 |
|
|
2024
Q3 | $214K | Buy |
+1,069
| New | +$214K | 0.09% | 137 |
|
|
2023
Q3 | – | Sell |
-2,666
| Closed | -$457K | – | 146 |
|
|
2023
Q2 | $457K | Sell |
2,666
-41,538
| -94% | -$7.12M | 0.19% | 85 |
|
|
2023
Q1 | $6.61M | Buy |
44,204
+42,174
| +2,078% | +$6.31M | 3.77% | 8 |
|
|
2022
Q4 | $265K | Buy |
2,030
+285
| +16% | +$37.2K | 0.14% | 107 |
|
|
2022
Q3 | $252K | Buy |
1,745
+2
| +0.1% | +$289 | 0.14% | 114 |
|
|
2022
Q2 | $246K | Sell |
1,743
-37
| -2% | -$5.22K | 0.14% | 112 |
|
|
2022
Q1 | $322K | Sell |
1,780
-916
| -34% | -$166K | 0.16% | 109 |
|
|
2021
Q4 | $537K | Sell |
2,696
-363
| -12% | -$72.3K | 0.43% | 48 |
|
|
2021
Q3 | $604K | Sell |
3,059
-49,069
| -94% | -$9.69M | 0.48% | 42 |
|
|
2021
Q2 | $9.28M | Sell |
52,128
-5,797
| -10% | -$1.03M | 7.88% | 1 |
|
|
2021
Q1 | $10.4M | Buy |
57,925
+1,680
| +3% | +$301K | 8.27% | 2 |
|
|
2020
Q4 | $9.46M | Buy |
+56,245
| New | +$9.46M | 9.34% | 1 |
|