Colton Groome Financial Advisors, LLC Financial Sector Spdr Transaction History

Colton Groome Financial Advisors, LLC

$260 Million
Q4 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 62,053 shares of XLF stock, worth $3.15 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

62,053

Previous 51,537 20.4%

Holding current value

$3.15 Million

Previous $2.34 Million 28.44%

% of portfolio

1.15%

Previous 0.87%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$44.89 - $51.34 $472,063 - $539,891	10,516 Added 20.4%	62,053 $3 Million
Q3 2024 Oct 24, 2024	SELL	$40.84 - $45.74 $92,216 - $103,280	-2,258 Reduced 4.2%	51,537 $2.34 Million
Q2 2024 Jul 24, 2024	BUY	$39.59 - $42.49 $201,909 - $216,699	5,100 Added 10.47%	53,795 $2.21 Million
Q1 2024 Apr 18, 2024	BUY	$37.27 - $42.12 $117,400 - $132,678	3,150 Added 6.92%	48,695 $2.05 Million
Q4 2023 Jan 31, 2024	BUY	$31.45 - $37.72 $231,472 - $277,619	7,360 Added 19.27%	45,545 $1.71 Million
Q3 2023 Oct 23, 2023	SELL	$33.17 - $35.6 $40,135 - $43,076	-1,210 Reduced 3.07%	38,185 $1.27 Million
Q2 2023 Jul 27, 2023	BUY	$31.55 - $33.71 $433,654 - $463,343	13,745 Added 53.59%	39,395 $1.33 Million
Q1 2023 Apr 17, 2023	BUY	$30.98 - $37.0 $260,077 - $310,615	8,395 Added 48.65%	25,650 $824,000
Q4 2022 Jan 25, 2023	BUY	$30.29 - $36.31 $311,381 - $373,266	10,280 Added 147.38%	17,255 $0
Q3 2022 Oct 20, 2022	BUY	$30.36 - $35.81 $211,761 - $249,774	6,975 New	6,975 $212,000

Others Institutions Holding XLF

# of Institutions

2,034

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Colton Groome Financial Advisors, LLC Financial Sector Spdr Transaction History