GoalVest Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
AIM
GoalVest Advisory's XLE Position: Q3 2026 in Review
GoalVest Advisory reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 52% in Q3 2026, selling an estimated $9.7K and leaving 146 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #466.
GoalVest Advisory first reported a position in XLE in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.65M in Q1 2022. 1,289 funds tracked by Wall St. Rank hold XLE as of Q3 2026.
- GoalVest Advisory held 146 shares of State Street Energy Select Sector SPDR ETF worth $8.98K as of Q3 2026.
- GoalVest Advisory sold 160 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $9.7K.
- State Street Energy Select Sector SPDR ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #466 holding.
- GoalVest Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
- GoalVest Advisory's State Street Energy Select Sector SPDR ETF position peaked at $2.65M in Q1 2022.
- 1,289 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.
Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.