Matthew Goff Investment Advisor, LLC Utilities Sector Spdr Transaction History

Matthew Goff Investment Advisor, LLC

$575 Million
Q3 2025

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 8,767 shares of XLU stock, worth $778,158. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,767

Previous 8,338 5.15%

Holding current value

$778,158

Previous $680,000 12.35%

% of portfolio

0.13%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$81.14 - $87.32 $34,809 - $37,460	429 Added 5.15%	8,767 $764,000
Q2 2025 Jul 10, 2025	SELL	$73.09 - $82.77 $36,398 - $41,219	-498 Reduced 5.64%	8,338 $680,000
Q1 2025 Apr 21, 2025	BUY	$74.7 - $80.27 $522 - $561	7 Added 0.08%	8,836 $696,000
Q4 2024 Jan 21, 2025	BUY	$74.89 - $82.93 $599 - $663	8 Added 0.09%	8,829 $668,000
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

1,669

Shares Held

156M

Call Options Held

15.2M

Put Options Held

35.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Matthew Goff Investment Advisor, LLC Utilities Sector Spdr Transaction History