Matthew Goff Investment Advisor’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Matthew Goff Investment Advisor’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,365	Closed	-$1.54M	–	108
2026 Q1	$1.54M	Buy	+2,365	New	+$1.61M	0.26%	59
2025 Q2	–	Sell	-2,459	Closed	-$1.38M	–	104
2025 Q1	$1.38M	Hold	2,459	–	–	0.25%	55
2024 Q4	$1.44M	Sell	2,459 -36	-1%	-$21.2K	0.27%	56
2024 Q3	$1.43M	Hold	2,495	–	–	0.27%	55
2024 Q2	$1.36M	Buy	2,495 +5	+0.2%	+$2.62K	0.28%	55
2024 Q1	$1.3M	Buy	2,490 +30	+1%	+$14.9K	0.26%	53
2023 Q4	$1.17M	Hold	2,460	–	–	0.26%	56
2023 Q3	$1.05M	Hold	2,460	–	–	0.25%	56
2023 Q2	$1.09M	Hold	2,460	–	–	0.26%	56
2023 Q1	$1.01M	Buy	2,460 +22	+0.9%	+$8.78K	0.25%	54
2022 Q4	$932K	Hold	2,438	–	–	0.24%	54
2022 Q3	$871K	Buy	2,438 +202	+9%	+$80.2K	0.25%	51
2022 Q2	$844K	Hold	2,236	–	–	0.23%	53
2022 Q1	$1.01M	Hold	2,236	–	–	0.24%	49
2021 Q4	$1.06M	Hold	2,236	–	–	0.24%	51
2021 Q3	$960K	Hold	2,236	–	–	0.24%	56
2021 Q2	$957K	Sell	2,236 -192	-8%	-$80.1K	0.24%	54
2021 Q1	$962K	Sell	2,428 -340	-12%	-$131K	0.27%	57
2020 Q4	$1.03M	Sell	2,768 -126	-4%	-$44.7K	0.31%	54
2020 Q3	$969K	Hold	2,894	–	–	0.31%	49
2020 Q2	$892K	Buy	+2,894	New	+$847K	0.29%	49
2018 Q4	–	Sell	-2,986	Closed	-$868K	–	62
2018 Q3	$868K	Buy	+2,986	New	+$850K	0.35%	45
2018 Q2	–	Sell	-2,997	Closed	-$789K	–	82
2018 Q1	$789K	Hold	2,997	–	–	0.33%	46
2017 Q4	$800K	Hold	2,997	–	–	0.34%	47
2017 Q3	$753K	Buy	+2,997	New	+$739K	0.32%	49

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Matthew Goff Investment Advisor's SPY Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 2,365 shares — an estimated $1.54M sold.

Matthew Goff Investment Advisor first reported a position in SPY in Q3 2017 and held it in 25 quarters. The position peaked at $1.54M in Q1 2026. 1,328 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Matthew Goff Investment Advisor reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
Matthew Goff Investment Advisor sold 2,365 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.54M.
Matthew Goff Investment Advisor first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2017 and held it in 25 quarters.
Matthew Goff Investment Advisor's State Street SPDR S&P 500 ETF Trust position peaked at $1.54M in Q1 2026.
1,328 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.