Colton Groome Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.95M	Sell	24,206 -759	-3%	-$64.1K	0.46%	39
2026 Q2	$2.07M	Sell	24,965 -429	-2%	-$35.8K	0.5%	40
2026 Q1	$2.08M	Sell	25,394 -787	-3%	-$66.3K	0.59%	36
2025 Q4	$2.03M	Sell	26,181 -2,269	-8%	-$177K	0.58%	33
2025 Q3	$2.23M	Buy	28,450 +685	+2%	+$55.3K	0.68%	33
2025 Q2	$2.25M	Buy	27,765 +3,934	+17%	+$319K	0.76%	30
2025 Q1	$1.95M	Sell	23,831 -1,740	-7%	-$139K	0.76%	29
2024 Q4	$2.01M	Buy	25,571 +7,508	+42%	+$610K	0.77%	31
2024 Q3	$1.5M	Sell	18,063 -303	-2%	-$24.3K	0.56%	38
2024 Q2	$1.41M	Buy	18,366 +143	+0.8%	+$10.9K	0.55%	36
2024 Q1	$1.39M	Sell	18,223 -188	-1%	-$13.9K	0.56%	39
2023 Q4	$1.33M	Buy	18,411 +9,870	+116%	+$684K	0.58%	38
2023 Q3	$588K	Sell	8,541 -6,705	-44%	-$491K	0.29%	62
2023 Q2	$1.13M	Buy	15,246 +3,440	+29%	+$258K	0.53%	47
2023 Q1	$882K	Buy	11,806 +1,385	+13%	+$101K	0.42%	52
2022 Q4	$777K	Buy	10,421 +4,996	+92%	+$364K	0.38%	52
2022 Q3	$362K	Buy	5,425 +625	+13%	+$45.8K	0.18%	71
2022 Q2	$346K	Buy	4,800 +1,500	+45%	+$113K	0.17%	72
2022 Q1	$250K	Buy	+3,300	New	+$249K	0.12%	93

Other funds holding XLP

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

AIC

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

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

FWCM

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

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

Colton Groome Financial Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3% in Q3 2026, selling an estimated $64.1K and leaving 24,206 shares worth $1.95M. The position accounts for 0.46% of the portfolio, ranked #39.

Colton Groome Financial Advisors first reported a position in XLP in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.25M in Q2 2025. 69 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Colton Groome Financial Advisors held 24,206 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.95M as of Q3 2026.
Colton Groome Financial Advisors sold 759 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $64.1K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.46% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #39 holding.
Colton Groome Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
Colton Groome Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.25M in Q2 2025.
69 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

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