GoalVest Advisory’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-11
Closed -$865 557
2024
Q4
$865 Buy
+11
New +$893 ﹤0.01% 362
2024
Q3
Sell
-2
Closed -$161 384
2024
Q2
$161 Hold
2
﹤0.01% 310
2024
Q1
$159 Hold
2
﹤0.01% 402
2023
Q4
$149 Sell
2
-154
-99% -$10.7K ﹤0.01% 361
2023
Q3
$10.7K Buy
+156
New +$11.4K 0.01% 273

Other funds holding XLP

GoalVest Advisory's XLP Position: Q1 2025 in Review

GoalVest Advisory sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 11 shares — an estimated $865 sold.

GoalVest Advisory first reported a position in XLP in Q3 2023 and held it in 5 quarters. The position peaked at $10.7K in Q3 2023. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

  • GoalVest Advisory reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • GoalVest Advisory sold 11 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $865.
  • GoalVest Advisory first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2023 and held it in 5 quarters.
  • GoalVest Advisory's State Street Consumer Staples Select Sector SPDR ETF position peaked at $10.7K in Q3 2023.
  • 1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.