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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Colton Groome Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.5% in Q2 2026, buying an estimated $53.3K and bringing the position to 48,032 shares worth $2.18M. The position accounts for 0.53% of the portfolio, ranked #39.

Colton Groome Financial Advisors first reported a position in XLU in Q3 2022 and has held it in 16 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Colton Groome Financial Advisors held 48,032 shares of State Street Utilities Select Sector SPDR ETF worth $2.18M as of Q2 2026.
Colton Groome Financial Advisors bought 1,176 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $53.3K.
State Street Utilities Select Sector SPDR ETF made up 0.53% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #39 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 16 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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