GoalVest Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

GoalVest Advisory’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-22	Closed	-$2.88K	–	535
2025 Q1	$2.88K	Hold	22	–	–	﹤0.01%	306
2024 Q4	$2.9K	Buy	+22	New	+$3.03K	﹤0.01%	333
2024 Q1	–	Sell	-64	Closed	-$7.29K	–	480
2023 Q4	$7.29K	Sell	64 -29	-31%	-$3.04K	﹤0.01%	273
2023 Q3	$9.43K	Buy	93 +29	+45%	+$3.1K	﹤0.01%	295
2023 Q2	$6.87K	Hold	64	–	–	﹤0.01%	277
2023 Q1	$6.48K	Sell	64 -22	-26%	-$2.21K	﹤0.01%	199
2022 Q4	$8.45K	Hold	86	–	–	0.01%	191
2022 Q3	$7K	Sell	86 -901	-91%	-$83K	﹤0.01%	201
2022 Q2	$86K	Sell	987 -10,945	-92%	-$1.03M	0.05%	138
2022 Q1	$1.23M	Buy	+11,932	New	+$1.21M	0.69%	40
2021 Q2	$548K	Buy	5,353 +463	+9%	+$47.4K	0.34%	81
2021 Q1	$481K	Buy	+4,890	New	+$448K	0.36%	87

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

GoalVest Advisory's XLI Position: Q2 2025 in Review

GoalVest Advisory sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 22 shares — an estimated $2.88K sold.

GoalVest Advisory first reported a position in XLI in Q1 2021 and held it in 12 quarters. The position peaked at $1.23M in Q1 2022. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

GoalVest Advisory reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 22 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $2.88K.
GoalVest Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and held it in 12 quarters.
GoalVest Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $1.23M in Q1 2022.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.