Colton Groome Financial Advisors, LLC Utilities Sector Spdr Transaction History

Colton Groome Financial Advisors, LLC

$324 Million
Q3 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 21,604 shares of XLU stock, worth $1.92 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

21,604

Previous 20,771 4.01%

Holding current value

$1.92 Million

Previous $1.7 Million 11.08%

% of portfolio

0.58%

Previous 0.58%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$81.14 - $87.32 $67,589 - $72,737	833 Added 4.01%	21,604 $1.88 Million
Q2 2025 Jul 16, 2025	BUY	$73.09 - $82.77 $24,119 - $27,314	330 Added 1.61%	20,771 $1.7 Million
Q1 2025 May 15, 2025	SELL	$74.7 - $80.27 $83,215 - $89,420	-1,114 Reduced 5.17%	20,441 $1.61 Million
Q4 2024 Jan 23, 2025	BUY	$74.89 - $82.93 $160,564 - $177,801	2,144 Added 11.05%	21,555 $1.63 Million
Q3 2024 Oct 24, 2024	BUY	$67.67 - $80.78 $13,534 - $16,156	200 Added 1.04%	19,411 $1.57 Million

Q2 2024 Jul 24, 2024	SELL	$62.77 - $72.87 $31,949 - $37,090	-509 Reduced 2.58%	19,211 $1.31 Million
Q1 2024 Apr 18, 2024	BUY	$59.95 - $65.65 $48,259 - $52,848	805 Added 4.26%	19,720 $1.29 Million
Q4 2023 Jan 31, 2024	BUY	$56.19 - $65.96 $254,540 - $298,798	4,530 Added 31.49%	18,915 $1.2 Million
Q3 2023 Oct 23, 2023	BUY	$58.83 - $68.46 $122,072 - $142,054	2,075 Added 16.86%	14,385 $847,000
Q2 2023 Jul 27, 2023	BUY	$64.34 - $69.97 $211,807 - $230,341	3,292 Added 36.5%	12,310 $805,000
Q1 2023 Apr 17, 2023	BUY	$63.7 - $72.08 $199,572 - $225,826	3,133 Added 53.24%	9,018 $610,000
Q4 2022 Jan 25, 2023	BUY	$61.52 - $72.67 $168,257 - $198,752	2,735 Added 86.83%	5,885 $0
Q3 2022 Oct 20, 2022	BUY	$65.51 - $78.12 $206,356 - $246,078	3,150 New	3,150 $206,000

Others Institutions Holding XLU

# of Institutions

1,666

Shares Held

155M

Call Options Held

14.8M

Put Options Held

30.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Colton Groome Financial Advisors, LLC Utilities Sector Spdr Transaction History