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 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Colton Groome Financial Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.3% in Q2 2026, buying an estimated $182K and bringing the position to 41,391 shares worth $2.2M. The position accounts for 0.53% of the portfolio, ranked #38.

Colton Groome Financial Advisors first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.34M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Colton Groome Financial Advisors held 41,391 shares of State Street Energy Select Sector SPDR ETF worth $2.2M as of Q2 2026.
Colton Groome Financial Advisors bought 3,175 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $182K.
State Street Energy Select Sector SPDR ETF made up 0.53% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #38 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 18 quarters since.
Colton Groome Financial Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.34M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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