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 51,537 shares of XLF stock, worth $2.46 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
51,537
Previous 53,795 4.2%
Holding current value
$2.46 Million
Previous $2.21 Million 5.61%
% of portfolio
0.87%
Previous 0.87%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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