SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 306 Value ($000) $14 Avg Close — Range —
Q3 2025
Shares 365 Value ($000) $33 Avg Close — Range —
Q2 2025
Shares 212 Value ($000) $18 Avg Close — Range —
Q1 2025
Shares 458 Value ($000) $43 Avg Close — Range —
Q4 2024
Shares 920 Value ($000) $79 Avg Close — Range —
Q3 2024
Shares 895 Value ($000) $79 Avg Close — Range —
Q2 2024
Shares 896 Value ($000) $82 Avg Close — Range —
Q1 2024
Shares 2,815 Value ($000) $266 Avg Close — Range —
Q4 2023
Shares 3,047 Value ($000) $255 Avg Close — Range —
Q3 2023
Shares 3,808 Value ($000) $344 Avg Close — Range —
Q2 2023
Shares 8,925 Value ($000) $724 Avg Close — Range —
Q1 2023
Shares 9,348 Value ($000) $774 Avg Close — Range —
Q4 2022
Shares 9,434 Value ($000) $825 Avg Close — Range —
Q3 2022
Shares 9,434 Value ($000) $679 Avg Close — Range —
Q2 2022
Shares 34,252 Value ($000) $2,387 Avg Close — Range —
Q1 2022
Shares 34,636 Value ($000) $2,648 Avg Close — Range —
Q2 2021
Shares 36,058 Value ($000) $1,942 Avg Close — Range —
Q1 2021
Shares 34,043 Value ($000) $1,670 Avg Close — Range —
Q4 2020
Shares 34,882 Value ($000) $1,322 Avg Close — Range —