Colton Groome Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.72M	Buy	44,297 +2,906	+7%	+$176K	0.64%	34
2026 Q2	$2.2M	Buy	41,391 +3,175	+8%	+$182K	0.53%	38
2026 Q1	$2.34M	Buy	38,216 +663	+2%	+$35.6K	0.67%	31
2025 Q4	$1.68M	Buy	37,553 +4,303	+13%	+$192K	0.48%	40
2025 Q3	$1.49M	Buy	33,250 +962	+3%	+$42.1K	0.46%	43
2025 Q2	$1.37M	Buy	32,288 +330	+1%	+$13.7K	0.46%	42
2025 Q1	$1.29M	Sell	31,958 -10,966	-26%	-$494K	0.5%	38
2024 Q4	$1.84M	Sell	42,924 -6,116	-12%	-$278K	0.7%	33
2024 Q3	$2.15M	Buy	49,040 +1,060	+2%	+$47.4K	0.81%	30
2024 Q2	$2.19M	Sell	47,980 -848	-2%	-$39.5K	0.86%	29
2024 Q1	$2.3M	Buy	48,828 +5,530	+13%	+$238K	0.93%	28
2023 Q4	$1.82M	Buy	43,298 +3,162	+8%	+$135K	0.79%	30
2023 Q3	$1.81M	Buy	40,136 +7,568	+23%	+$331K	0.91%	27
2023 Q2	$1.32M	Buy	32,568 +8,934	+38%	+$364K	0.62%	41
2023 Q1	$979K	Sell	23,634 -21,204	-47%	-$907K	0.47%	47
2022 Q4	$1.96M	Buy	44,838 +2,276	+5%	+$99.1K	0.96%	32
2022 Q3	$1.53M	Sell	42,562 -1,806	-4%	-$68.3K	0.78%	36
2022 Q2	$1.59M	Sell	44,368 -356	-0.8%	-$14.3K	0.79%	28
2022 Q1	$1.71M	Buy	+44,724	New	+$1.55M	0.79%	32

Other funds holding XLE

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

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

Colton Groome Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 7% in Q3 2026, buying an estimated $176K and bringing the position to 44,297 shares worth $2.72M. The position accounts for 0.64% of the portfolio, ranked #34.

Colton Groome Financial Advisors first reported a position in XLE in Q1 2022 and has held it in 19 quarters since. 33 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Colton Groome Financial Advisors held 44,297 shares of State Street Energy Select Sector SPDR ETF worth $2.72M as of Q3 2026.
Colton Groome Financial Advisors bought 2,906 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $176K.
State Street Energy Select Sector SPDR ETF made up 0.64% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #34 holding.
Colton Groome Financial Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
33 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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