GoalVest Advisory’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

GoalVest Advisory’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.7K	Sell	628 -40	-6%	-$4.67K	0.01%	179
2026 Q1	$72.8K	Sell	668 -330	-33%	-$38.6K	0.01%	192
2025 Q4	$119K	Hold	998	–	–	0.02%	173
2025 Q3	$120K	Sell	998 -24	-2%	-$2.75K	0.03%	158
2025 Q2	$111K	Sell	1,022 -44	-4%	-$4.5K	0.03%	162
2025 Q1	$105K	Hold	1,066	–	–	0.03%	147
2024 Q4	$120K	Buy	+1,066	New	+$114K	0.03%	139
2021 Q1	–	Sell	-34	Closed	-$3K	–	243
2020 Q4	$3K	Buy	+34	New	+$2.62K	﹤0.01%	188

Other funds holding XLY

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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. 235 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.
235 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.