Matthew Goff Investment Advisor, LLC XLF — SELECT SECTOR SPDR TR

Ownership history in Matthew Goff Investment Advisor, LLC  ·  17 quarters on record

AI Ownership Summary

Matthew Goff Investment Advisor, LLC reported SELECT SECTOR SPDR TR (XLF) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.37% in 2025 Q2. The latest visible filing shows XLF at 1.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Matthew Goff Investment Advisor, LLC's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLF was reported at 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLF stock page Matthew Goff Investment Advisor, LLC fund profile Matthew Goff Investment Advisor, LLC full holdings
How Matthew Goff Investment Advisor, LLC held XLF — position size vs. price
% of Fund (quarterly)    XLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 138,195 +4,906 +3.7% 1.14% $6.8M 2026-04-17 $52.43
2025 Q4 REDUCED 6.0% -9.4% ✅ 133,289 -8,457 -6.0% 1.29% $7.3M 2026-01-14 $53.87
2025 Q3 ADDED — — — 141,746 +175 +0.1% 1.31% $7.6M 2025-10-15 $52.78
2025 Q2 ADDED — — — 141,571 +2,960 +2.1% 1.37% $7.4M 2025-07-11 $51.54
2025 Q1 ADDED — — — 138,611 +10,138 +7.9% 1.27% $6.9M 2025-04-21 $44.96
2024 Q4 REDUCED 6.5% +3.4% ❌ 128,473 -8,995 -6.5% 1.15% $6.2M 2025-01-21 $49.70
2024 Q3 ADDED — — — 137,468 +1,239 +0.9% 1.19% $6.2M 2024-10-17 $46.52
2024 Q2 ADDED — — — 136,229 +7,180 +5.6% 1.14% $5.6M 2024-07-22 $41.95
2024 Q1 ADDED — — — 129,049 +9,854 +8.3% 1.10% $5.4M 2024-04-11 $39.37
2023 Q4 REDUCED — — — 119,195 -3,300 -2.7% 0.99% $4.5M 2024-01-09 $36.47
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLF

As of 2026 Q1 — sorted by position size

JCSD Capital, LLC 3Y 7Y 26.12% TIFF ADVISORY SERVICES, LLC 3Y 7Y 17.35% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 11.42% IMZ Advisory Inc 10.13% WestEnd Advisors, LLC 3Y 7Y 9.25% Main Management ETF Advisors, LLC 3Y 7Y 9.01% PETREDIS INVESTMENT ADVISORS LLC 3Y 8.1% Keystone Global Partners, LLC 7.92% Yelin Lapidot Holdings Management Ltd. 7.87% Lakeshore Financial Planning, Inc. 7.73%

FAQ About Matthew Goff Investment Advisor, LLC and XLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Matthew Goff Investment Advisor, LLC reported owning XLF?

Matthew Goff Investment Advisor, LLC reported XLF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XLF position in Matthew Goff Investment Advisor, LLC's portfolio?

The largest reported portfolio weight for XLF was 1.37% in 2025 Q2.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2026 Q1, when Matthew Goff Investment Advisor, LLC reported 138,195 shares, equal to 1.14% of portfolio, with an estimated market value of $6.8M.

What does the chart on this XLF ownership page compare?

The chart compares Matthew Goff Investment Advisor, LLC's quarterly XLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Matthew Goff Investment Advisor, LLC time their XLF position?

Based on 13F filing dates vs. subsequent XLF price moves, Matthew Goff Investment Advisor, LLC correctly timed 11 out of 16 reported position changes (69%). The annualised alpha on XLF relative to SPY over the holding period was -2.7%.

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