MGIA
XLF icon

Matthew Goff Investment Advisor’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Matthew Goff Investment Advisor’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.37M Sell
137,447
-748
-0.5% -$38.9K 1.24% 28
2026
Q1 		$6.82M Buy
138,195
+4,906
+4% +$256K 1.14% 30
2025
Q4 		$7.3M Sell
133,289
-8,457
-6% -$451K 1.29% 25
2025
Q3 		$7.64M Buy
141,746
+175
+0.1% +$9.27K 1.31% 23
2025
Q2 		$7.41M Buy
141,571
+2,960
+2% +$147K 1.37% 22
2025
Q1 		$6.9M Buy
138,611
+10,138
+8% +$509K 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% +$54.1K 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% +$389K 1.1% 28
2023
Q4 		$4.48M Sell
119,195
-3,300
-3% -$114K 0.99% 29
2023
Q3 		$4.06M Buy
122,495
+832
+0.7% +$28.7K 0.98% 32
2023
Q2 		$4.1M Buy
121,663
+14,868
+14% +$485K 0.96% 32
2023
Q1 		$3.43M Sell
106,795
-709
-0.7% -$24.6K 0.85% 35
2022
Q4 		$3.68M Buy
107,504
+3,249
+3% +$110K 0.96% 32
2022
Q3 		$3.17M Buy
104,255
+12,768
+14% +$422K 0.9% 32
2022
Q2 		$2.88M Buy
+91,487
New +$3.16M 0.77% 32

Other funds holding XLF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

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

Matthew Goff Investment Advisor reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.54% in Q2 2026, selling an estimated $38.9K and leaving 137,447 shares worth $7.37M. The position accounts for 1.24% of the portfolio, ranked #28.

Matthew Goff Investment Advisor first reported a position in XLF in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.64M in Q3 2025. 1,244 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Matthew Goff Investment Advisor held 137,447 shares of State Street Financial Select Sector SPDR ETF worth $7.37M as of Q2 2026.
  • Matthew Goff Investment Advisor sold 748 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $38.9K.
  • State Street Financial Select Sector SPDR ETF made up 1.24% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #28 holding.
  • Matthew Goff Investment Advisor first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • Matthew Goff Investment Advisor's State Street Financial Select Sector SPDR ETF position peaked at $7.64M in Q3 2025.
  • 1,244 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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