GA
XLE icon

GoalVest Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

GoalVest Advisory’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.3K Hold
306
– – ﹤0.01% 321
2026
Q1 		$18.7K Hold
306
– – ﹤0.01% 336
2025
Q4 		$13.7K Sell
306
-424
-58% -$18.9K ﹤0.01% 395
2025
Q3 		$32.6K Buy
730
+306
+72% +$13.4K 0.01% 259
2025
Q2 		$18K Sell
424
-492
-54% -$20.5K ﹤0.01% 279
2025
Q1 		$42.8K Sell
916
-924
-50% -$41.7K 0.01% 194
2024
Q4 		$78.8K Buy
1,840
+50
+3% +$2.27K 0.02% 160
2024
Q3 		$78.6K Sell
1,790
-2
-0.1% -$89 0.02% 156
2024
Q2 		$81.7K Sell
1,792
-3,838
-68% -$179K 0.03% 146
2024
Q1 		$266K Sell
5,630
-464
-8% -$19.9K 0.09% 92
2023
Q4 		$255K Sell
6,094
-1,522
-20% -$65.1K 0.11% 59
2023
Q3 		$344K Sell
7,616
-10,234
-57% -$448K 0.17% 62
2023
Q2 		$724K Sell
17,850
-846
-5% -$34.5K 0.37% 58
2023
Q1 		$774K Sell
18,696
-172
-0.9% -$7.35K 0.45% 54
2022
Q4 		$825K Hold
18,868
– – 0.53% 50
2022
Q3 		$679K Sell
18,868
-49,636
-72% -$1.88M 0.48% 58
2022
Q2 		$2.39M Sell
68,504
-768
-1% -$30.8K 1.51% 14
2022
Q1 		$2.65M Buy
+69,272
New +$2.4M 1.49% 18
2021
Q2 		$1.94M Buy
72,116
+4,030
+6% +$105K 1.21% 23
2021
Q1 		$1.67M Sell
68,086
-1,678
-2% -$38.7K 1.25% 22
2020
Q4 		$1.32M Buy
+69,764
New +$1.2M 1.11% 25

Other funds holding XLE

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return