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 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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Colton Groome Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.9% in Q2 2026, selling an estimated $248K and leaving 64,133 shares worth $3.44M. The position accounts for 0.83% of the portfolio, ranked #26.

Colton Groome Financial Advisors first reported a position in XLF in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.89M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Colton Groome Financial Advisors held 64,133 shares of State Street Financial Select Sector SPDR ETF worth $3.44M as of Q2 2026.
Colton Groome Financial Advisors sold 4,768 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $248K.
State Street Financial Select Sector SPDR ETF made up 0.83% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #26 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 16 quarters since.
Colton Groome Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.89M in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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