Matthew Goff Investment Advisor’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Buy	26,875 +126	+0.5%	+$7.2K	0.24%	52
2026 Q1	$1.64M	Buy	26,749 +5,037	+23%	+$270K	0.27%	56
2025 Q4	$971K	Buy	21,712 +3,198	+17%	+$142K	0.17%	55
2025 Q3	$827K	Sell	18,514 -22	-0.1%	-$963	0.14%	63
2025 Q2	$786K	Buy	18,536 +5,880	+46%	+$245K	0.15%	63
2025 Q1	$591K	Buy	+12,656	New	+$571K	0.11%	74

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Matthew Goff Investment Advisor increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.47% in Q2 2026, buying an estimated $7.2K and bringing the position to 26,875 shares worth $1.43M. The position accounts for 0.24% of the portfolio, ranked #52.

Matthew Goff Investment Advisor first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.64M in Q1 2026. 554 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Matthew Goff Investment Advisor held 26,875 shares of State Street Energy Select Sector SPDR ETF worth $1.43M as of Q2 2026.
Matthew Goff Investment Advisor bought 126 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $7.2K.
State Street Energy Select Sector SPDR ETF made up 0.24% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #52 holding.
Matthew Goff Investment Advisor first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Matthew Goff Investment Advisor's State Street Energy Select Sector SPDR ETF position peaked at $1.64M in Q1 2026.
554 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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