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Matthew Goff Investment Advisor’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Matthew Goff Investment Advisor’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$794K Buy
17,519
+12
+0.1% +$544 0.13% 64
2026
Q1 		$803K Buy
17,507
+14
+0.1% +$628 0.13% 76
2025
Q4 		$747K Sell
17,493
-41
-0.2% -$1.82K 0.13% 62
2025
Q3 		$765K Buy
17,534
+858
+5% +$36.3K 0.13% 66
2025
Q2 		$681K Sell
16,676
-996
-6% -$39.7K 0.13% 67
2025
Q1 		$697K Buy
17,672
+14
+0.1% +$547 0.13% 70
2024
Q4 		$668K Buy
17,658
+16
+0.1% +$635 0.12% 72
2024
Q3 		$713K Buy
17,642
+12
+0.1% +$445 0.14% 71
2024
Q2 		$601K Buy
17,630
+1,686
+11% +$57.9K 0.12% 74
2024
Q1 		$523K Buy
+15,944
New +$498K 0.11% 71
2022
Q2 		– Sell
-385,930
Closed -$14.4M – 86
2022
Q1 		$14.4M Buy
385,930
+8,514
+2% +$295K 3.37% 9
2021
Q4 		$13.5M Buy
377,416
+4,916
+1% +$166K 3.09% 8
2021
Q3 		$11.9M Buy
372,500
+111,836
+43% +$3.74M 2.92% 10
2021
Q2 		$8.24M Buy
260,664
+164,588
+171% +$5.39M 2.09% 17
2021
Q1 		$3.08M Buy
+96,076
New +$2.98M 0.87% 33

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

Matthew Goff Investment Advisor increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.07% in Q2 2026, buying an estimated $544 and bringing the position to 17,519 shares worth $794K. The position accounts for 0.13% of the portfolio, ranked #64.

Matthew Goff Investment Advisor first reported a position in XLU in Q1 2021 and has held it in 15 quarters since. The position peaked at $14.4M in Q1 2022. 1,022 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Matthew Goff Investment Advisor held 17,519 shares of State Street Utilities Select Sector SPDR ETF worth $794K as of Q2 2026.
  • Matthew Goff Investment Advisor bought 12 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $544.
  • State Street Utilities Select Sector SPDR ETF made up 0.13% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #64 holding.
  • Matthew Goff Investment Advisor first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 15 quarters since.
  • Matthew Goff Investment Advisor's State Street Utilities Select Sector SPDR ETF position peaked at $14.4M in Q1 2022.
  • 1,022 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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