Colton Groome Financial Advisors, LLC Industrial Sector Spdr Transaction History

Colton Groome Financial Advisors, LLC

  • $267 Million
  • Q3 2024

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 28,701 shares of XLI stock, worth $4.06 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
28,701
Previous 29,283 1.99%
Holding current value
$4.06 Million
Previous $3.57 Million 8.94%
% of portfolio
1.46%
Previous 1.41%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,424
Shares Held
143M
Call Options Held
20.8M
Put Options Held
27.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Colton Groome Financial Advisors, LLC Portfolio

Follow Colton Groome Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email