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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Colton Groome Financial Advisors's XLB Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 5.6% in Q2 2026, buying an estimated $50.5K and bringing the position to 18,559 shares worth $943K. The position accounts for 0.23% of the portfolio, ranked #65.

Colton Groome Financial Advisors first reported a position in XLB in Q4 2022 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Colton Groome Financial Advisors held 18,559 shares of State Street Materials Select Sector SPDR ETF worth $943K as of Q2 2026.
Colton Groome Financial Advisors bought 984 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $50.5K.
State Street Materials Select Sector SPDR ETF made up 0.23% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #65 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 7 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.