SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 998 Value ($000) $119 Avg Close — Range —
Q3 2025
Shares 499 Value ($000) $120 Avg Close — Range —
Q2 2025
Shares 511 Value ($000) $111 Avg Close — Range —
Q1 2025
Shares 533 Value ($000) $105 Avg Close — Range —
Q4 2024
Shares 533 Value ($000) $120 Avg Close — Range —
Q4 2020
Shares 17 Value ($000) $3 Avg Close — Range —