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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

GoalVest Advisory's XLK Position: Q2 2026 in Review

GoalVest Advisory held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 24 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

GoalVest Advisory first reported a position in XLK in Q4 2020 and has held it in 6 quarters since. The position peaked at $15K in Q2 2021. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • GoalVest Advisory held 24 shares of State Street Technology Select Sector SPDR ETF worth $4.57K as of Q2 2026.
  • GoalVest Advisory left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #392 holding.
  • GoalVest Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
  • GoalVest Advisory's State Street Technology Select Sector SPDR ETF position peaked at $15K in Q2 2021.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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