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COLTON GROOME FINANCIAL ADVISORS, LLC Historic Quarter Change: USA ETF, Sold Out

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COLTON GROOME FINANCIAL ADVISORS, LLC historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC opened 122 positions, added to 272, reduced 323 and sold out of 104.

  • Q2 2026: Stock XLY; Country of operation —; Class STATE STREET CON; Shares before 69,567.
  • Q2 2026: Stock XLC; Country of operation —; Class STATE STREET COM; Shares before 50,858.
  • Q2 2026: Stock XLI; Country of operation —; Class STATE STREET IND; Shares before 28,995.
  • Q2 2026: Stock SPSM; Country of operation —; Class STATE STREET SPD; Shares before 96,319.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1780330), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026XLY
SELECT SECTOR SPDR TR		STATE STREET CON69,5670-69,567$7,581,438$0-$7,581,4382026-07-22
Q2 2026XLC
SELECT SECTOR SPDR TR		STATE STREET COM50,8580-50,858$5,638,166$0-$5,638,1662026-07-22
Q2 2026XLI
SELECT SECTOR SPDR TR		STATE STREET IND28,9950-28,995$4,689,395$0-$4,689,3952026-07-22
Q2 2026SPSM
SPDR SERIES TRUST		STATE STREET SPD96,3190-96,319$4,654,139$0-$4,654,1392026-07-22
Q2 2026XLK
SELECT SECTOR SPDR TR		STATE STREET TEC32,9500-32,950$4,379,069$0-$4,379,0692026-07-22
Q2 2026SPDW
SPDR INDEX SHS FDS		STATE STREET SPD91,5690-91,569$4,180,125$0-$4,180,1252026-07-22
Q2 2026SPYM
SPDR SERIES TRUST		United StatesSTATE STREET SPD53,8870-53,887$4,124,515$0-$4,124,5152026-07-22
Q2 2026SPYG
SPDR SERIES TRUST		STATE STREET SPD36,8740-36,874$3,610,333$0-$3,610,3332026-07-22
Q2 2026XLV
SELECT SECTOR SPDR TR		STATE STREET HEA24,2870-24,287$3,560,733$0-$3,560,7332026-07-22
Q2 2026XLF
SELECT SECTOR SPDR TR		STATE STREET FIN68,9010-68,901$3,401,662$0-$3,401,6622026-07-22
Q2 2026SPEM
SPDR INDEX SHS FDS		STATE STREET SPD68,0410-68,041$3,191,790$0-$3,191,7902026-07-22
Q2 2026FEZ
SPDR INDEX SHS FDS		STATE STREET SPD46,1850-46,185$2,867,174$0-$2,867,1742026-07-22
Q2 2026XLE
SELECT SECTOR SPDR TR		STATE STREET ENE38,2160-38,216$2,341,112$0-$2,341,1122026-07-22
Q2 2026SPYV
SPDR SERIES TRUST		STATE STREET SPD40,0420-40,042$2,265,576$0-$2,265,5762026-07-22
Q2 2026XLU
SELECT SECTOR SPDR TR		STATE STREET UTI46,8560-46,856$2,150,201$0-$2,150,2012026-07-22
Q2 2026XLP
SELECT SECTOR SPDR TR		STATE STREET CON25,3940-25,394$2,081,818$0-$2,081,8182026-07-22
Q2 2026SPTM
SPDR SERIES TRUST		STATE STREET SPD20,7150-20,715$1,637,728$0-$1,637,7282026-07-22
Q2 2026XLB
SELECT SECTOR SPDR TR		STATE STREET MAT17,5750-17,575$878,223$0-$878,2232026-07-22
Q2 2026SPMD
SPDR SERIES TRUST		STATE STREET SPD9,4700-9,470$560,789$0-$560,7892026-07-22
Q2 2026SPAB
SPDR SERIES TRUST		STATE STREET SPD17,6150-17,615$451,296$0-$451,2962026-07-22
Q2 2026USMV
ISHARES TR		MSCI USA MIN VOL3,9000-3,900$361,686$0-$361,6862026-07-22
Q2 2026XLRE
SELECT SECTOR SPDR TR		STATE STREET REA7,4940-7,494$305,980$0-$305,9802026-07-22
Q2 2026EFAX
SPDR INDEX SHS FDS		STATE STREET SPD5,3700-5,370$267,243$0-$267,2432026-07-22
Q2 2026TFI
SPDR SERIES TRUST		STATE STREET SPD5,7500-5,750$260,705$0-$260,7052026-07-22
Q2 2026TOTL
SSGA ACTIVE ETF TR		STATE STREET DOU6,1680-6,168$245,055$0-$245,0552026-07-22

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