Colton Groome Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Colton Groome Financial Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$908K	Buy	18,651 +92	+0.5%	+$4.73K	0.21%	64
2026 Q2	$943K	Buy	18,559 +984	+6%	+$50.5K	0.23%	65
2026 Q1	$878K	Buy	17,575 +10,441	+146%	+$524K	0.25%	61
2025 Q4	$324K	Buy	7,134 +1,850	+35%	+$81.8K	0.09%	106
2025 Q3	$237K	Buy	+5,284	New	+$239K	0.07%	119
2023 Q3	–	Sell	-14,274	Closed	-$591K	–	126
2023 Q2	$591K	Sell	14,274 -2,230	-14%	-$88.7K	0.28%	68
2023 Q1	$666K	Buy	16,504 +5,304	+47%	+$215K	0.32%	63
2022 Q4	$435K	Buy	+11,200	New	+$430K	0.21%	77

Other funds holding XLB

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Colton Groome Financial Advisors's XLB Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.5% in Q3 2026, buying an estimated $4.73K and bringing the position to 18,651 shares worth $908K. The position accounts for 0.21% of the portfolio, ranked #64.

Colton Groome Financial Advisors first reported a position in XLB in Q4 2022 and has held it in 8 quarters since. The position peaked at $943K in Q2 2026. 110 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Colton Groome Financial Advisors held 18,651 shares of State Street Materials Select Sector SPDR ETF worth $908K as of Q3 2026.
Colton Groome Financial Advisors bought 92 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $4.73K.
State Street Materials Select Sector SPDR ETF made up 0.21% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #64 holding.
Colton Groome Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Colton Groome Financial Advisors's State Street Materials Select Sector SPDR ETF position peaked at $943K in Q2 2026.
110 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.