GoalVest Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
GoalVest Advisory's XLE Position: Q2 2026 in Review
GoalVest Advisory held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 306 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #321.
GoalVest Advisory first reported a position in XLE in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.65M in Q1 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- GoalVest Advisory held 306 shares of State Street Energy Select Sector SPDR ETF worth $16.3K as of Q2 2026.
- GoalVest Advisory left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Energy Select Sector SPDR ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #321 holding.
- GoalVest Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
- GoalVest Advisory's State Street Energy Select Sector SPDR ETF position peaked at $2.65M in Q1 2022.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.