Colton Groome Financial Advisors, LLC Consumer Staples Sector Spdr Transaction History

Colton Groome Financial Advisors, LLC

$260 Million
Q4 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 25,571 shares of XLP stock, worth $1.94 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

25,571

Previous 18,063 41.57%

Holding current value

$1.94 Million

Previous $1.37 Million 41.59%

% of portfolio

0.75%

Previous 0.51%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	N/A	7,508 Added 41.57%	25,571 $1.94 Million
Q3 2024 Oct 24, 2024	SELL	$76.04 - $76.04 $23,040 - $23,040	-303 Reduced 1.65%	18,063 $1.37 Million
Q2 2024 Jul 24, 2024	BUY	$73.08 - $78.4 $10,450 - $11,211	143 Added 0.78%	18,366 $1.41 Million
Q1 2024 Apr 18, 2024	SELL	$71.59 - $76.36 $13,458 - $14,355	-188 Reduced 1.02%	18,223 $1.39 Million
Q4 2023 Jan 31, 2024	BUY	$66.22 - $72.3 $653,591 - $713,601	9,870 Added 115.56%	18,411 $1.33 Million
Q3 2023 Oct 23, 2023	SELL	$68.8 - $76.1 $461,304 - $510,250	-6,705 Reduced 43.98%	8,541 $587,000
Q2 2023 Jul 27, 2023	BUY	$72.59 - $77.5 $249,709 - $266,600	3,440 Added 29.14%	15,246 $1.13 Million
Q1 2023 Apr 17, 2023	BUY	$71.11 - $75.78 $98,487 - $104,955	1,385 Added 13.29%	11,806 $882,000
Q4 2022 Jan 25, 2023	BUY	$71.53 - $77.19 $357,363 - $385,641	4,996 Added 92.09%	10,421 $0
Q3 2022 Oct 20, 2022	BUY	N/A	625 Added 13.02%	5,425 $362,000
Q2 2022 Jul 26, 2022	BUY	N/A	1,500 Added 45.45%	4,800 $346,000
Q1 2022 Apr 18, 2022	BUY	N/A	3,300 New	3,300 $250,000

Others Institutions Holding XLP

# of Institutions

1,318

Shares Held

168M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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 Consumer Staples Sector Spdr Transaction History