Colton Groome Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.64M	Buy	50,858 +2,179	+4%	+$252K	1.61%	12
2025 Q4	$5.73M	Buy	48,679 +413	+0.9%	+$47.5K	1.64%	14
2025 Q3	$5.71M	Sell	48,266 -1,172	-2%	-$130K	1.75%	13
2025 Q2	$5.37M	Sell	49,438 -9,855	-17%	-$971K	1.82%	13
2025 Q1	$5.66M	Sell	59,293 -4,620	-7%	-$461K	2.2%	10
2024 Q4	$6.19M	Buy	63,913 +754	+1%	+$71.9K	2.37%	9
2024 Q3	$5.71M	Sell	63,159 -33	-0.1%	-$2.85K	2.14%	9
2024 Q2	$5.41M	Buy	63,192 +1,827	+3%	+$151K	2.13%	10
2024 Q1	$5.01M	Buy	61,365 +3,120	+5%	+$243K	2.01%	10
2023 Q4	$4.23M	Buy	58,245 +10,493	+22%	+$722K	1.85%	12
2023 Q3	$3.13M	Buy	47,752 +7,805	+20%	+$521K	1.57%	19
2023 Q2	$2.6M	Buy	39,947 +19,940	+100%	+$1.21M	1.22%	22
2023 Q1	$1.16M	Buy	20,007 +6,180	+45%	+$336K	0.55%	45
2022 Q4	$664K	Buy	13,827 +6,537	+90%	+$320K	0.33%	55
2022 Q3	$349K	Buy	7,290 +890	+14%	+$49K	0.18%	72
2022 Q2	$347K	Buy	6,400 +3,400	+113%	+$205K	0.17%	71
2022 Q1	$206K	Buy	+3,000	New	+$211K	0.1%	104

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Colton Groome Financial Advisors's XLC Position: Q1 2026 in Review

Colton Groome Financial Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.5% in Q1 2026, buying an estimated $252K and bringing the position to 50,858 shares worth $5.64M. The position accounts for 1.61% of the portfolio, ranked #12.

Colton Groome Financial Advisors first reported a position in XLC in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.19M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Colton Groome Financial Advisors held 50,858 shares of State Street Communication Services Select Sector SPDR ETF worth $5.64M as of Q1 2026.
Colton Groome Financial Advisors bought 2,179 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $252K.
State Street Communication Services Select Sector SPDR ETF made up 1.61% of Colton Groome Financial Advisors's portfolio in Q1 2026, its #12 holding.
Colton Groome Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Colton Groome Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $6.19M in Q4 2024.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.