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

Colton Groome Financial Advisors’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.65M Buy
30,524
+1,529
+5% +$266K 1.37% 17
2026
Q1 		$4.69M Sell
28,995
-365
-1% -$61.3K 1.34% 14
2025
Q4 		$4.55M Buy
29,360
+2,796
+11% +$430K 1.31% 16
2025
Q3 		$4.1M Buy
26,564
+885
+3% +$134K 1.26% 17
2025
Q2 		$3.79M Sell
25,679
-803
-3% -$110K 1.28% 18
2025
Q1 		$3.47M Sell
26,482
-1,390
-5% -$188K 1.35% 16
2024
Q4 		$3.67M Sell
27,872
-829
-3% -$114K 1.4% 16
2024
Q3 		$3.89M Sell
28,701
-582
-2% -$74K 1.45% 14
2024
Q2 		$3.57M Buy
29,283
+1,084
+4% +$134K 1.41% 14
2024
Q1 		$3.55M Buy
28,199
+871
+3% +$103K 1.43% 15
2023
Q4 		$3.12M Sell
27,328
-1,990
-7% -$209K 1.36% 19
2023
Q3 		$2.97M Buy
29,318
+8,625
+42% +$923K 1.49% 20
2023
Q2 		$2.22M Buy
20,693
+6,955
+51% +$700K 1.04% 26
2023
Q1 		$1.39M Buy
13,738
+4,834
+54% +$486K 0.66% 42
2022
Q4 		$874K Buy
8,904
+3,905
+78% +$372K 0.43% 49
2022
Q3 		$414K Buy
4,999
+815
+19% +$75K 0.21% 65
2022
Q2 		$365K Buy
4,184
+1,200
+40% +$113K 0.18% 69
2022
Q1 		$307K Buy
+2,984
New +$303K 0.14% 80

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Colton Groome Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.3% in Q2 2026, buying an estimated $266K and bringing the position to 30,524 shares worth $5.65M. The position accounts for 1.37% of the portfolio, ranked #17.

Colton Groome Financial Advisors first reported a position in XLI in Q1 2022 and has held it in 18 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Colton Groome Financial Advisors held 30,524 shares of State Street Industrial Select Sector SPDR ETF worth $5.65M as of Q2 2026.
  • Colton Groome Financial Advisors bought 1,529 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $266K.
  • State Street Industrial Select Sector SPDR ETF made up 1.37% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Colton Groome Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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