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Colton Groome Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Colton Groome Financial Advisors’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97M Buy
25,041
+754
+3% +$112K 0.96% 23
2026
Q1 		$3.56M Sell
24,287
-1,750
-7% -$270K 1.01% 22
2025
Q4 		$4.03M Buy
26,037
+460
+2% +$68.9K 1.16% 20
2025
Q3 		$3.56M Sell
25,577
-1,250
-5% -$169K 1.09% 22
2025
Q2 		$3.62M Buy
26,827
+5,379
+25% +$726K 1.23% 21
2025
Q1 		$3.01M Sell
21,448
-3,763
-15% -$547K 1.17% 20
2024
Q4 		$3.47M Buy
25,211
+12,653
+101% +$1.85M 1.33% 17
2024
Q3 		$1.93M Sell
12,558
-610
-5% -$92.5K 0.72% 33
2024
Q2 		$1.92M Sell
13,168
-10,047
-43% -$1.44M 0.76% 33
2024
Q1 		$3.43M Buy
23,215
+1,275
+6% +$183K 1.38% 19
2023
Q4 		$2.99M Buy
21,940
+4,515
+26% +$587K 1.31% 21
2023
Q3 		$2.24M Buy
17,425
+14,525
+501% +$1.93M 1.12% 22
2023
Q2 		$385K Buy
2,900
+1,185
+69% +$156K 0.18% 81
2023
Q1 		$222K Sell
1,715
-555
-24% -$72.5K 0.11% 113
2022
Q4 		$308K Buy
2,270
+5
+0.2% +$663 0.15% 100
2022
Q3 		$274K Sell
2,265
-635
-22% -$81.8K 0.14% 89
2022
Q2 		$372K Buy
2,900
+1,300
+81% +$170K 0.19% 67
2022
Q1 		$219K Buy
+1,600
New +$212K 0.1% 100

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

Colton Groome Financial Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.1% in Q2 2026, buying an estimated $112K and bringing the position to 25,041 shares worth $3.97M. The position accounts for 0.96% of the portfolio, ranked #23.

Colton Groome Financial Advisors first reported a position in XLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.03M in Q4 2025. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Colton Groome Financial Advisors held 25,041 shares of State Street Health Care Select Sector SPDR ETF worth $3.97M as of Q2 2026.
  • Colton Groome Financial Advisors bought 754 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $112K.
  • State Street Health Care Select Sector SPDR ETF made up 0.96% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Colton Groome Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Colton Groome Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $4.03M in Q4 2025.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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