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

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 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.

341 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.
341 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.