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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.51M	Buy	65,665 +1,532	+2%	+$86.9K	0.82%	28
2026 Q2	$3.44M	Sell	64,133 -4,768	-7%	-$248K	0.83%	26
2026 Q1	$3.4M	Sell	68,901 -2,046	-3%	-$107K	0.97%	24
2025 Q4	$3.89M	Buy	70,947 +3,268	+5%	+$174K	1.11%	22
2025 Q3	$3.65M	Sell	67,679 -1,503	-2%	-$79.6K	1.12%	21
2025 Q2	$3.62M	Buy	69,182 +10,659	+18%	+$528K	1.23%	20
2025 Q1	$2.85M	Sell	58,523 -3,530	-6%	-$177K	1.11%	22
2024 Q4	$3M	Buy	62,053 +10,516	+20%	+$508K	1.15%	19
2024 Q3	$2.34M	Sell	51,537 -2,258	-4%	-$98.5K	0.87%	25
2024 Q2	$2.21M	Buy	53,795 +5,100	+10%	+$210K	0.87%	27
2024 Q1	$2.05M	Buy	48,695 +3,150	+7%	+$124K	0.82%	31
2023 Q4	$1.71M	Buy	45,545 +7,360	+19%	+$255K	0.75%	31
2023 Q3	$1.27M	Sell	38,185 -1,210	-3%	-$41.7K	0.63%	39
2023 Q2	$1.33M	Buy	39,395 +13,745	+54%	+$449K	0.62%	40
2023 Q1	$825K	Buy	25,650 +8,395	+49%	+$292K	0.39%	55
2022 Q4	$590K	Buy	17,255 +10,280	+147%	+$348K	0.29%	60
2022 Q3	$212K	Buy	+6,975	New	+$231K	0.11%	111

Other funds holding XLF

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

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

SFGP

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

AAG

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

GGS

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

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

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

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

Colton Groome Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.4% in Q3 2026, buying an estimated $86.9K and bringing the position to 65,665 shares worth $3.51M. The position accounts for 0.82% of the portfolio, ranked #28.

Colton Groome Financial Advisors first reported a position in XLF in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.89M in Q4 2025. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Colton Groome Financial Advisors held 65,665 shares of State Street Financial Select Sector SPDR ETF worth $3.51M as of Q3 2026.
Colton Groome Financial Advisors bought 1,532 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $86.9K.
State Street Financial Select Sector SPDR ETF made up 0.82% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #28 holding.
Colton Groome Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2022 and has held it in 17 quarters since.
Colton Groome Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.89M in Q4 2025.
95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

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