Colton Groome Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.83M	Sell	46,523 -1,509	-3%	-$65.6K	0.43%	44
2026 Q2	$2.18M	Buy	48,032 +1,176	+3%	+$53.3K	0.53%	39
2026 Q1	$2.15M	Buy	46,856 +1,785	+4%	+$80.1K	0.61%	34
2025 Q4	$1.92M	Buy	45,071 +1,863	+4%	+$82.5K	0.55%	35
2025 Q3	$1.88M	Buy	43,208 +1,666	+4%	+$70.5K	0.58%	34
2025 Q2	$1.7M	Buy	41,542 +660	+2%	+$26.3K	0.57%	35
2025 Q1	$1.61M	Sell	40,882 -2,228	-5%	-$87K	0.63%	31
2024 Q4	$1.63M	Buy	43,110 +4,288	+11%	+$170K	0.62%	34
2024 Q3	$1.57M	Buy	38,822 +400	+1%	+$14.8K	0.59%	37
2024 Q2	$1.31M	Sell	38,422 -1,018	-3%	-$35K	0.52%	39
2024 Q1	$1.29M	Buy	39,440 +1,610	+4%	+$50.3K	0.52%	40
2023 Q4	$1.2M	Buy	37,830 +9,060	+31%	+$277K	0.52%	40
2023 Q3	$848K	Buy	28,770 +4,150	+17%	+$134K	0.42%	50
2023 Q2	$806K	Buy	24,620 +6,584	+37%	+$222K	0.38%	59
2023 Q1	$610K	Buy	18,036 +6,266	+53%	+$212K	0.29%	68
2022 Q4	$415K	Buy	11,770 +5,470	+87%	+$186K	0.2%	83
2022 Q3	$206K	Buy	+6,300	New	+$231K	0.11%	113

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

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

Colton Groome Financial Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q3 2026, selling an estimated $65.6K and leaving 46,523 shares worth $1.83M. The position accounts for 0.43% of the portfolio, ranked #44.

Colton Groome Financial Advisors first reported a position in XLU in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.18M in Q2 2026. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Colton Groome Financial Advisors held 46,523 shares of State Street Utilities Select Sector SPDR ETF worth $1.83M as of Q3 2026.
Colton Groome Financial Advisors sold 1,509 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $65.6K.
State Street Utilities Select Sector SPDR ETF made up 0.43% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #44 holding.
Colton Groome Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 17 quarters since.
Colton Groome Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.18M in Q2 2026.
77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

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