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
Q2
$8.41M Buy
71,701
+2,134
+3% +$249K 2.03% 9
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

Other funds holding XLY

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

Colton Groome Financial Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.1% in Q2 2026, buying an estimated $249K and bringing the position to 71,701 shares worth $8.41M. The position accounts for 2.03% of the portfolio, ranked #9.

Colton Groome Financial Advisors first reported a position in XLY in Q1 2022 and has held it in 18 quarters since. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Colton Groome Financial Advisors held 71,701 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8.41M as of Q2 2026.
  • Colton Groome Financial Advisors bought 2,134 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $249K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 2.03% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Colton Groome Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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