Colton Groome Financial Advisors, LLC Energy Sector Spdr Transaction History

Colton Groome Financial Advisors, LLC

$293 Million
Q2 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 16,144 shares of XLE stock, worth $1.37 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

16,144

Previous 15,979 1.03%

Holding current value

$1.37 Million

Previous $1.49 Million 8.31%

% of portfolio

0.47%

Previous 0.58%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$76.44 - $94.13 $12,612 - $15,531	165 Added 1.03%	16,144 $1.37 Million
Q1 2025 May 15, 2025	SELL	$85.7 - $93.96 $469,893 - $515,182	-5,483 Reduced 25.55%	15,979 $1.49 Million
Q4 2024 Jan 23, 2025	SELL	$83.32 - $97.27 $254,792 - $297,451	-3,058 Reduced 12.47%	21,462 $1.84 Million
Q3 2024 Oct 24, 2024	BUY	$84.35 - $93.39 $44,705 - $49,496	530 Added 2.21%	24,520 $2.15 Million
Q2 2024 Jul 24, 2024	SELL	$88.04 - $98.08 $37,328 - $41,585	-424 Reduced 1.74%	23,990 $2.19 Million
Q1 2024 Apr 18, 2024	BUY	$79.91 - $94.41 $220,951 - $261,043	2,765 Added 12.77%	24,414 $2.3 Million
Q4 2023 Jan 31, 2024	BUY	$81.2 - $91.96 $128,377 - $145,388	1,581 Added 7.88%	21,649 $1.82 Million
Q3 2023 Oct 23, 2023	BUY	$79.09 - $93.36 $299,276 - $353,274	3,784 Added 23.24%	20,068 $1.81 Million
Q2 2023 Jul 27, 2023	BUY	$76.59 - $87.23 $342,127 - $389,656	4,467 Added 37.8%	16,284 $1.32 Million
Q1 2023 Apr 17, 2023	SELL	$76.97 - $93.11 $816,035 - $987,152	-10,602 Reduced 47.29%	11,817 $978,000
Q4 2022 Jan 25, 2023	BUY	$76.09 - $94.08 $86,590 - $107,063	1,138 Added 5.35%	22,419 $0
Q3 2022 Oct 20, 2022	SELL	$67.49 - $84.09 $60,943 - $75,933	-903 Reduced 4.07%	21,281 $1.53 Million
Q2 2022 Jul 26, 2022	SELL	$70.66 - $92.28 $12,577 - $16,425	-178 Reduced 0.8%	22,184 $1.59 Million
Q1 2022 Apr 18, 2022	BUY	$57.22 - $78.75 $1.28 Million - $1.76 Million	22,362 New	22,362 $1.71 Million

Others Institutions Holding XLE

# of Institutions

2,105

Shares Held

455M

Call Options Held

50.4M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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Colton Groome Financial Advisors, LLC Energy Sector Spdr Transaction History