Colton Groome Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Colton Groome Financial Advisors, LLC

$324 Million
Q3 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 28,232 shares of XLY stock, worth $6.52 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares

28,232

Previous 28,807 2.0%

Holding current value

$6.52 Million

Previous $6.26 Million 8.07%

% of portfolio

2.09%

Previous 2.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$216.09 - $242.18 $124,251 - $139,253	-575 Reduced 2.0%	28,232 $6.77 Million
Q2 2025 Jul 16, 2025	BUY	$176.34 - $218.59 $400,820 - $496,855	2,273 Added 8.57%	28,807 $6.26 Million
Q1 2025 May 15, 2025	BUY	$192.6 - $233.2 $186,822 - $226,204	970 Added 3.79%	26,534 $5.24 Million
Q4 2024 Jan 23, 2025	BUY	$194.8 - $239.43 $93,309 - $114,686	479 Added 1.91%	25,564 $5.74 Million
Q3 2024 Oct 24, 2024	SELL	$170.05 - $200.86 $884,089 - $1.04 Million	-5,199 Reduced 17.17%	25,085 $5.03 Million

Q2 2024 Jul 24, 2024	BUY	$169.76 - $184.45 $516,919 - $561,650	3,045 Added 11.18%	30,284 $5.52 Million
Q1 2024 Apr 18, 2024	BUY	$170.9 - $185.02 $487,065 - $527,307	2,850 Added 11.69%	27,239 $5.01 Million
Q4 2023 Jan 31, 2024	BUY	$148.04 - $181.41 $660,998 - $809,995	4,465 Added 22.41%	24,389 $4.36 Million
Q3 2023 Oct 23, 2023	BUY	$158.36 - $176.97 $419,654 - $468,970	2,650 Added 15.34%	19,924 $3.21 Million
Q2 2023 Jul 27, 2023	BUY	$143.54 - $169.81 $667,461 - $789,616	4,650 Added 36.83%	17,274 $2.93 Million
Q1 2023 Apr 17, 2023	BUY	$128.39 - $156.16 $412,003 - $501,117	3,209 Added 34.08%	12,624 $1.89 Million
Q4 2022 Jan 25, 2023	BUY	$126.26 - $147.57 $436,985 - $510,739	3,461 Added 58.13%	9,415 $0
Q3 2022 Oct 20, 2022	BUY	$140.01 - $172.97 $112,008 - $138,376	800 Added 15.52%	5,954 $848,000
Q2 2022 Jul 26, 2022	BUY	$134.63 - $189.39 $309,649 - $435,596	2,300 Added 80.59%	5,154 $709,000
Q1 2022 Apr 18, 2022	BUY	$163.19 - $210.31 $465,744 - $600,224	2,854 New	2,854 $528,000

Others Institutions Holding XLY

# of Institutions

1,499

Shares Held

88.1M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.

Account

Colton Groome Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History