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

Colton Groome Financial Advisors’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.22M Buy
37,887
+4,937
+15% +$844K 1.75% 11
2026
Q1 		$4.38M Sell
32,950
-8,304
-20% -$1.17M 1.25% 17
2025
Q4 		$5.94M Buy
41,254
+920
+2% +$133K 1.7% 13
2025
Q3 		$5.68M Sell
40,334
-240
-0.6% -$31.8K 1.74% 14
2025
Q2 		$5.14M Buy
40,574
+7,474
+23% +$829K 1.74% 14
2025
Q1 		$3.48M Sell
33,100
-5,280
-14% -$599K 1.35% 15
2024
Q4 		$4.46M Buy
38,380
+10,814
+39% +$1.26M 1.71% 13
2024
Q3 		$3.11M Sell
27,566
-4,284
-13% -$470K 1.16% 20
2024
Q2 		$3.6M Buy
31,850
+714
+2% +$75.2K 1.42% 13
2024
Q1 		$3.24M Buy
31,136
+3,790
+14% +$383K 1.3% 22
2023
Q4 		$2.63M Buy
27,346
+3,660
+15% +$326K 1.15% 24
2023
Q3 		$1.94M Buy
23,686
+1,526
+7% +$131K 0.97% 26
2023
Q2 		$1.93M Buy
22,160
+11,320
+104% +$892K 0.9% 30
2023
Q1 		$818K Buy
10,840
+320
+3% +$22K 0.39% 56
2022
Q4 		$655K Sell
10,520
-4,670
-31% -$297K 0.32% 57
2022
Q3 		$902K Buy
15,190
+1,980
+15% +$135K 0.46% 45
2022
Q2 		$840K Buy
13,210
+5,180
+65% +$361K 0.42% 39
2022
Q1 		$638K Buy
8,030
+2,150
+37% +$169K 0.3% 50
2021
Q4 		$511K Buy
5,880
+170
+3% +$14K 0.21% 74
2021
Q3 		$426K Sell
5,710
-100
-2% -$7.71K 0.19% 74
2021
Q2 		$429K Buy
5,810
+850
+17% +$59.5K 0.2% 74
2021
Q1 		$329K Buy
4,960
+430
+9% +$28.4K 0.18% 54
2020
Q4 		$294K Buy
+4,530
New +$276K 0.19% 52

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Colton Groome Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q2 2026, buying an estimated $844K and bringing the position to 37,887 shares worth $7.22M. The position accounts for 1.75% of the portfolio, ranked #11.

Colton Groome Financial Advisors first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Colton Groome Financial Advisors held 37,887 shares of State Street Technology Select Sector SPDR ETF worth $7.22M as of Q2 2026.
  • Colton Groome Financial Advisors bought 4,937 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $844K.
  • State Street Technology Select Sector SPDR ETF made up 1.75% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Colton Groome Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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