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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.58M	Buy	69,567 +10,557	+18%	+$1.23M	2.16%	8
2025 Q4	$7.05M	Buy	59,010 +2,546	+5%	+$302K	2.02%	11
2025 Q3	$6.77M	Sell	56,464 -1,150	-2%	-$132K	2.08%	12
2025 Q2	$6.26M	Buy	57,614 +4,546	+9%	+$465K	2.12%	11
2025 Q1	$5.23M	Buy	53,068 +1,940	+4%	+$210K	2.03%	13
2024 Q4	$5.74M	Buy	51,128 +958	+2%	+$102K	2.19%	10
2024 Q3	$5.03M	Sell	50,170 -10,398	-17%	-$972K	1.88%	10
2024 Q2	$5.52M	Buy	60,568 +6,090	+11%	+$541K	2.18%	9
2024 Q1	$5.01M	Buy	54,478 +5,700	+12%	+$508K	2.01%	11
2023 Q4	$4.36M	Buy	48,778 +8,930	+22%	+$740K	1.9%	11
2023 Q3	$3.21M	Buy	39,848 +5,300	+15%	+$448K	1.61%	15
2023 Q2	$2.93M	Buy	34,548 +9,300	+37%	+$712K	1.37%	19
2023 Q1	$1.89M	Buy	25,248 +6,418	+34%	+$460K	0.9%	31
2022 Q4	$1.22M	Buy	18,830 +6,922	+58%	+$483K	0.6%	39
2022 Q3	$848K	Buy	11,908 +1,600	+16%	+$125K	0.43%	47
2022 Q2	$709K	Buy	10,308 +4,600	+81%	+$362K	0.35%	44
2022 Q1	$528K	Buy	+5,708	New	+$523K	0.24%	56