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 Q3	$5.29M	Buy	31,653 +1,129	+4%	+$201K	1.24%	17
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

FWCM

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

AIC

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BCM

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

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

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

Colton Groome Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.7% in Q3 2026, buying an estimated $201K and bringing the position to 31,653 shares worth $5.29M. The position accounts for 1.24% of the portfolio, ranked #17.

Colton Groome Financial Advisors first reported a position in XLI in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.65M in Q2 2026. 55 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Colton Groome Financial Advisors held 31,653 shares of State Street Industrial Select Sector SPDR ETF worth $5.29M as of Q3 2026.
Colton Groome Financial Advisors bought 1,129 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $201K.
State Street Industrial Select Sector SPDR ETF made up 1.24% of Colton Groome Financial Advisors's portfolio in Q3 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 19 quarters since.
Colton Groome Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $5.65M in Q2 2026.
55 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

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