GoalVest Advisory’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
GoalVest Advisory's XLY Position: Q2 2026 in Review
GoalVest Advisory reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6% in Q2 2026, selling an estimated $4.67K and leaving 628 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #179.
GoalVest Advisory first reported a position in XLY in Q4 2020 and has held it in 8 quarters since. The position peaked at $120K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- GoalVest Advisory held 628 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $73.7K as of Q2 2026.
- GoalVest Advisory sold 40 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.67K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #179 holding.
- GoalVest Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
- GoalVest Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $120K in Q3 2025.
- 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.