Matthew Goff Investment Advisor’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $765K | Buy |
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|
2025
Q2 | $681K | Sell |
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|
2025
Q1 | $697K | Buy |
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|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $601K | Buy |
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|
2024
Q1 | $523K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $14.4M | Buy |
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|
2021
Q4 | $13.5M | Buy |
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|
2021
Q3 | $11.9M | Buy |
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|
2021
Q2 | $8.24M | Buy |
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|
2021
Q1 | $3.08M | Buy |
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