Goal Vest Advisory LLC Select Sector Spdr Consumer Di Transaction History

Goal Vest Advisory LLC

$488 Million
Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Goal Vest Advisory LLC holds 998 shares of XLY stock, worth $230,428. This represents 0.05% of its overall portfolio holdings.

Number of Shares

998

Previous 499 100.0%

Holding current value

$230,428

Previous $119,000 93.28%

% of portfolio

0.05%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	BUY	$228.75 - $242.18 $114,146 - $120,847	499 Added 100.0%	998 $230,000
Q3 2025 Oct 22, 2025	SELL	$216.09 - $242.18 $2,593 - $2,906	-12 Reduced 2.35%	499 $119,000
Q2 2025 Aug 01, 2025	SELL	$176.34 - $218.59 $3,879 - $4,808	-22 Reduced 4.13%	511 $111,000
Q4 2024 Jan 17, 2025	BUY	$194.8 - $239.43 $103,828 - $127,616	533 New	533 $119,000
Q1 2021 May 13, 2021	SELL	$155.83 - $173.21 $2,649 - $2,944	-17 Closed	0 $0

Q4 2020 Jan 28, 2021	BUY	$142.97 - $160.78 $2,430 - $2,733	17 New	17 $3,000

Others Institutions Holding XLY

# of Institutions

1,504

Shares Held

91M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Goal Vest Advisory LLC Select Sector Spdr Consumer Di Transaction History