COLTON GROOME FINANCIAL ADVISORS, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1780330
ASHEVILLE, NC
Position in XLB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$878,222
+$554,696 QoQ
Shares Held
17,575
+146.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $878,222 | 17,575 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $323,526 | 7,134 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $236,776 | 2,642 | Shares | Sole | 2025-10-30 | |
| 2023-06-30 | $591,443 | 7,137 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $665,606 | 8,252 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $435,008 | 5,600 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||