Matthew Goff Investment Advisor, LLC Utilities Sector Spdr Transaction History

Matthew Goff Investment Advisor, LLC

  • $520 Million
  • Q3 2024

A detailed history of Matthew Goff Investment Advisor, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Matthew Goff Investment Advisor, LLC holds 8,821 shares of XLU stock, worth $670,484. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,821
Previous 8,815 0.07%
Holding current value
$670,484
Previous $600,000 18.67%
% of portfolio
0.14%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$67.67 - $80.78 $406 - $484
6 Added 0.07%
8,821 $712,000
Q2 2024

Jul 22, 2024
BUY
$62.77 - $72.87 $52,915 - $61,429
843 Added 10.57%
8,815 $600,000
Q1 2024

Apr 11, 2024
BUY
$59.95 - $65.65 $477,921 - $523,361
7,972 New
7,972 $523,000
Q2 2022

Jul 22, 2022
SELL
$64.87 - $76.96 $12.5 Million - $14.9 Million
-192,965 Closed
0 $0
Q1 2022

Apr 19, 2022
BUY
$65.03 - $74.54 $276,832 - $317,316
4,257 Added 2.26%
192,965 $14.4 Million
Q4 2021

Jan 18, 2022
BUY
$63.88 - $71.58 $157,017 - $175,943
2,458 Added 1.32%
188,708 $13.5 Million
Q3 2021

Oct 12, 2021
BUY
$63.56 - $70.07 $3.55 Million - $3.92 Million
55,918 Added 42.9%
186,250 $11.9 Million
Q2 2021

Jul 22, 2021
BUY
$63.23 - $67.72 $5.2 Million - $5.57 Million
82,294 Added 171.31%
130,332 $8.24 Million
Q1 2021

Apr 21, 2021
SELL
$58.36 - $64.15 $6.29 Million - $6.92 Million
-107,842 Reduced 69.18%
48,038 $3.08 Million
Q3 2018

Nov 15, 2018
BUY
N/A
155,880 New
155,880 $3 Million

Others Institutions Holding XLU

# of Institutions
1,487
Shares Held
168M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Matthew Goff Investment Advisor, LLC Portfolio

Follow Matthew Goff Investment Advisor, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Matthew Goff Investment Advisor, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Matthew Goff Investment Advisor, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email