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 $699,328. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,821
Previous 8,815 0.07%
Holding current value
$699,328
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

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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