MGIA
Matthew Goff Investment Advisor’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41M | Buy |
141,571
+2,960
| +2% | +$155K | 1.37% | 22 |
|
|
2025
Q1 | $6.9M | Buy |
138,611
+10,138
| +8% | +$505K | 1.27% | 25 |
|
|
2024
Q4 | $6.21M | Sell |
128,473
-8,995
| -7% | -$435K | 1.15% | 28 |
|
|
2024
Q3 | $6.23M | Buy |
137,468
+1,239
| +0.9% | +$56.2K | 1.19% | 30 |
|
|
2024
Q2 | $5.6M | Buy |
136,229
+7,180
| +6% | +$295K | 1.14% | 28 |
|
|
2024
Q1 | $5.44M | Buy |
129,049
+9,854
| +8% | +$415K | 1.1% | 28 |
|
|
2023
Q4 | $4.48M | Sell |
119,195
-3,300
| -3% | -$124K | 0.99% | 29 |
|
|
2023
Q3 | $4.06M | Buy |
122,495
+832
| +0.7% | +$27.6K | 0.98% | 32 |
|
|
2023
Q2 | $4.1M | Buy |
121,663
+14,868
| +14% | +$501K | 0.96% | 32 |
|
|
2023
Q1 | $3.43M | Sell |
106,795
-709
| -0.7% | -$22.8K | 0.85% | 35 |
|
|
2022
Q4 | $3.68M | Buy |
107,504
+3,249
| +3% | +$111K | 0.96% | 32 |
|
|
2022
Q3 | $3.17M | Buy |
104,255
+12,768
| +14% | +$388K | 0.9% | 32 |
|
|
2022
Q2 | $2.88M | Buy |
+91,487
| New | +$2.88M | 0.77% | 32 |
|