GoalVest Advisory’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

GoalVest Advisory’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-438	Closed	-$19.6K	–	557
2025 Q3	$19.6K	Hold	438	–	–	﹤0.01%	295
2025 Q2	$19.2K	Sell	438 -24	-5%	-$1.02K	﹤0.01%	274
2025 Q1	$19.9K	Sell	462 -162	-26%	-$7.08K	0.01%	240
2024 Q4	$26.3K	Buy	624 +24	+4%	+$1.11K	0.01%	227
2024 Q3	$28.9K	Hold	600	–	–	0.01%	233
2024 Q2	$26.5K	Hold	600	–	–	0.01%	215
2024 Q1	$27.9K	Buy	+600	New	+$25.8K	0.01%	239

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GoalVest Advisory's XLB Position: Q4 2025 in Review

GoalVest Advisory sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 438 shares — an estimated $19.6K sold.

GoalVest Advisory first reported a position in XLB in Q1 2024 and held it in 7 quarters. The position peaked at $28.9K in Q3 2024. 808 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

GoalVest Advisory reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
GoalVest Advisory sold 438 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $19.6K.
GoalVest Advisory first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
GoalVest Advisory's State Street Materials Select Sector SPDR ETF position peaked at $28.9K in Q3 2024.
808 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.