Colton Groome Financial Advisors, LLC Utilities Sector Spdr Transaction History

Colton Groome Financial Advisors, LLC

  • $293 Million
  • Q2 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 20,771 shares of XLU stock, worth $1.79 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
20,771
Previous 20,441 1.61%
Holding current value
$1.79 Million
Previous $1.61 Million 5.28%
% of portfolio
0.58%
Previous 0.63%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$73.09 - $82.77 $24,119 - $27,314
330 Added 1.61%
20,771 $1.7 Million
Q1 2025

May 15, 2025
SELL
$74.7 - $80.27 $83,215 - $89,420
-1,114 Reduced 5.17%
20,441 $1.61 Million
Q4 2024

Jan 23, 2025
BUY
$74.89 - $82.93 $160,564 - $177,801
2,144 Added 11.05%
21,555 $1.63 Million
Q3 2024

Oct 24, 2024
BUY
$67.67 - $80.78 $13,534 - $16,156
200 Added 1.04%
19,411 $1.57 Million
Q2 2024

Jul 24, 2024
SELL
$62.77 - $72.87 $31,949 - $37,090
-509 Reduced 2.58%
19,211 $1.31 Million
Q1 2024

Apr 18, 2024
BUY
$59.95 - $65.65 $48,259 - $52,848
805 Added 4.26%
19,720 $1.29 Million
Q4 2023

Jan 31, 2024
BUY
$56.19 - $65.96 $254,540 - $298,798
4,530 Added 31.49%
18,915 $1.2 Million
Q3 2023

Oct 23, 2023
BUY
$58.83 - $68.46 $122,072 - $142,054
2,075 Added 16.86%
14,385 $847,000
Q2 2023

Jul 27, 2023
BUY
$64.34 - $69.97 $211,807 - $230,341
3,292 Added 36.5%
12,310 $805,000
Q1 2023

Apr 17, 2023
BUY
$63.7 - $72.08 $199,572 - $225,826
3,133 Added 53.24%
9,018 $610,000
Q4 2022

Jan 25, 2023
BUY
$61.52 - $72.67 $168,257 - $198,752
2,735 Added 86.83%
5,885 $0
Q3 2022

Oct 20, 2022
BUY
$65.51 - $78.12 $206,356 - $246,078
3,150 New
3,150 $206,000

Others Institutions Holding XLU

# of Institutions
1,591
Shares Held
152M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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