Goal Vest Advisory LLC Industrial Sector Spdr Transaction History

Goal Vest Advisory LLC

$309 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 02, 2024	SELL	$96.44 - $114.13 $2,796 - $3,309	-29 Reduced 31.18%	64 $7,000
Q3 2023 Oct 10, 2023	BUY	$100.74 - $110.75 $2,921 - $3,211	29 Added 45.31%	93 $9,000
Q1 2023 Apr 03, 2023	SELL	$96.51 - $103.67 $2,123 - $2,280	-22 Reduced 25.58%	64 $6,000
Q3 2022 Oct 11, 2022	SELL	$82.84 - $100.53 $74,638 - $90,577	-901 Reduced 91.29%	86 $7,000
Q2 2022 Jul 06, 2022	SELL	$85.56 - $102.18 $936,454 - $1.12 Million	-10,945 Reduced 91.73%	987 $86,000
Q1 2022 May 03, 2022	BUY	$95.6 - $107.05 $628,952 - $704,281	6,579 Added 122.9%	11,932 $1.23 Million
Q2 2021 Sep 01, 2021	BUY	$98.78 - $105.53 $45,735 - $48,860	463 Added 9.47%	5,353 $548,000
Q1 2021 May 13, 2021	BUY	$84.77 - $98.77 $414,525 - $482,985	4,890 New	4,890 $481,000

Others Institutions Holding XLI

# of Institutions

1,397

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.6M

Bank Of America Corp Charlotte, NC

18M
Shares

$2.38 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.57M
Shares

$1.13 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

7.93M
Shares

$1.05 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

7.68M
Shares

$1.02 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

5.85M
Shares

$774 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
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