Colton Groome Financial Advisors, LLC Industrial Sector Spdr Transaction History

Colton Groome Financial Advisors, LLC

$256 Million
Q1 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 26,482 shares of XLI stock, worth $3.77 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

26,482

Previous 27,872 4.99%

Holding current value

$3.77 Million

Previous $3.67 Million 5.5%

% of portfolio

1.36%

Previous 1.41%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$128.78 - $141.67 $179,004 - $196,921	-1,390 Reduced 4.99%	26,482 $3.47 Million
Q4 2024 Jan 23, 2025	SELL	$131.76 - $143.99 $109,229 - $119,367	-829 Reduced 2.89%	27,872 $3.67 Million
Q3 2024 Oct 24, 2024	SELL	$120.56 - $135.44 $70,165 - $78,826	-582 Reduced 1.99%	28,701 $3.89 Million
Q2 2024 Jul 24, 2024	BUY	$120.47 - $125.94 $130,589 - $136,518	1,084 Added 3.84%	29,283 $3.57 Million
Q1 2024 Apr 18, 2024	BUY	$110.23 - $125.96 $96,010 - $109,711	871 Added 3.19%	28,199 $3.55 Million
Q4 2023 Jan 31, 2024	SELL	$96.44 - $114.13 $191,915 - $227,118	-1,990 Reduced 6.79%	27,328 $3.12 Million
Q3 2023 Oct 23, 2023	BUY	$100.74 - $110.75 $868,882 - $955,218	8,625 Added 41.68%	29,318 $2.97 Million
Q2 2023 Jul 27, 2023	BUY	$96.85 - $107.32 $673,591 - $746,410	6,955 Added 50.63%	20,693 $2.22 Million
Q1 2023 Apr 17, 2023	BUY	$96.51 - $103.67 $466,529 - $501,140	4,834 Added 54.29%	13,738 $1.39 Million
Q4 2022 Jan 25, 2023	BUY	$84.74 - $102.33 $330,909 - $399,598	3,905 Added 78.12%	8,904 $0
Q3 2022 Oct 20, 2022	BUY	$82.84 - $100.53 $67,514 - $81,931	815 Added 19.48%	4,999 $414,000
Q2 2022 Jul 26, 2022	BUY	$85.56 - $102.18 $102,672 - $122,616	1,200 Added 40.21%	4,184 $365,000
Q1 2022 Apr 18, 2022	BUY	$95.6 - $107.05 $285,270 - $319,437	2,984 New	2,984 $307,000

Others Institutions Holding XLI

# of Institutions

1,563

Shares Held

137M

Call Options Held

20.2M

Put Options Held

54.2M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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 Industrial Sector Spdr Transaction History