A detailed history of Colton Groome Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 13,783 shares of XLK stock, worth $3.15 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
13,783
Previous 15,925 13.45%
Holding current value
$3.15 Million
Previous $3.6 Million 13.63%
% of portfolio
1.16%
Previous 1.42%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$197.34 - $237.68 $422,702 - $509,110
-2,142 Reduced 13.45%
13,783 $3.11 Million
Q2 2024

Jul 24, 2024

BUY
$192.53 - $231.41 $68,733 - $82,613
357 Added 2.29%
15,925 $3.6 Million
Q1 2024

Apr 18, 2024

BUY
$184.12 - $211.02 $348,907 - $399,882
1,895 Added 13.86%
15,568 $3.24 Million
Q4 2023

Jan 31, 2024

BUY
$160.19 - $193.07 $293,147 - $353,318
1,830 Added 15.45%
13,673 $2.63 Million
Q3 2023

Oct 23, 2023

BUY
$161.97 - $180.26 $123,583 - $137,538
763 Added 6.89%
11,843 $1.94 Million
Q2 2023

Jul 27, 2023

BUY
$143.97 - $174.63 $814,870 - $988,405
5,660 Added 104.43%
11,080 $1.93 Million
Q1 2023

Apr 17, 2023

BUY
$121.18 - $151.01 $19,388 - $24,161
160 Added 3.04%
5,420 $818,000
Q4 2022

Jan 25, 2023

SELL
$116.56 - $136.15 $272,167 - $317,910
-2,335 Reduced 30.74%
5,260 $0
Q3 2022

Oct 20, 2022

BUY
$118.78 - $151.56 $117,592 - $150,044
990 Added 14.99%
7,595 $902,000
Q2 2022

Jul 26, 2022

BUY
$123.49 - $161.47 $319,839 - $418,207
2,590 Added 64.51%
6,605 $840,000
Q1 2022

Apr 18, 2022

BUY
$141.39 - $175.52 $151,994 - $188,684
1,075 Added 36.56%
4,015 $638,000
Q4 2021

Jan 19, 2022

BUY
$148.06 - $176.65 $12,585 - $15,015
85 Added 2.98%
2,940 $511,000
Q3 2021

Oct 18, 2021

SELL
$147.91 - $159.7 $7,395 - $7,984
-50 Reduced 1.72%
2,855 $426,000
Q2 2021

Jul 21, 2021

BUY
$131.31 - $147.82 $55,806 - $62,823
425 Added 17.14%
2,905 $429,000
Q1 2021

Apr 21, 2021

BUY
$125.83 - $138.59 $27,053 - $29,796
215 Added 9.49%
2,480 $329,000
Q4 2020

Jan 19, 2021

BUY
$110.86 - $130.52 $251,097 - $295,627
2,265 New
2,265 $294,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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.