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 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Colton Groome Financial Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.7% in Q2 2026, selling an estimated $35.8K and leaving 24,965 shares worth $2.07M. The position accounts for 0.5% of the portfolio, ranked #40.

Colton Groome Financial Advisors first reported a position in XLP in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.25M in Q2 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Colton Groome Financial Advisors held 24,965 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.07M as of Q2 2026.
Colton Groome Financial Advisors sold 429 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $35.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.5% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #40 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 18 quarters since.
Colton Groome Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.25M in Q2 2025.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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