GoalVest Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

GoalVest Advisory’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.54K	Buy	+122	New	+$6.34K	﹤0.01%	372

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GoalVest Advisory's XLF Position: Q2 2026 in Review

GoalVest Advisory opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 122 shares worth $6.54K. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings.

1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

GoalVest Advisory held 122 shares of State Street Financial Select Sector SPDR ETF worth $6.54K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new GoalVest Advisory position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #372 holding.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.