Colton Groome Financial Advisors, LLC Utilities Sector Spdr Transaction History

Colton Groome Financial Advisors, LLC

$267 Million
Q3 2024

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 19,411 shares of XLU stock, worth $1.58 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

19,411

Previous 19,211 1.04%

Holding current value

$1.58 Million

Previous $1.31 Million 19.79%

% of portfolio

0.59%

Previous 0.52%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,482

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Colton Groome Financial Advisors, LLC Utilities Sector Spdr Transaction History