GoalVest Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

GoalVest Advisory’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.7K	Hold	24	–	–	﹤0.01%	571
2026 Q2	$4.57K	Hold	24	–	–	﹤0.01%	392
2026 Q1	$3.19K	Buy	+24	New	+$3.38K	﹤0.01%	414
2025 Q2	–	Sell	-62	Closed	-$6.4K	–	536
2025 Q1	$6.4K	Hold	62	–	–	﹤0.01%	281
2024 Q4	$7.21K	Buy	+62	New	+$7.21K	﹤0.01%	295
2021 Q2	$15K	Buy	+200	New	+$14K	0.01%	189
2021 Q1	–	Sell	-188	Closed	-$12K	–	242
2020 Q4	$12K	Buy	+188	New	+$11.5K	0.01%	163

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

GoalVest Advisory's XLK Position: Q3 2026 in Review

GoalVest Advisory held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 24 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

GoalVest Advisory first reported a position in XLK in Q4 2020 and has held it in 7 quarters since. The position peaked at $15K in Q2 2021. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

GoalVest Advisory held 24 shares of State Street Technology Select Sector SPDR ETF worth $4.7K as of Q3 2026.
GoalVest Advisory left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #571 holding.
GoalVest Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
GoalVest Advisory's State Street Technology Select Sector SPDR ETF position peaked at $15K in Q2 2021.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.