COLTON GROOME FINANCIAL ADVISORS, LLC XLC Holdings History
COLTON GROOME FINANCIAL ADVISORS, LLC's Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 49,438.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $5.37 Mil. This investment constitutes 1.82% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0.02% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2022Q1. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 11 purchases of XLC, at an average price of $63.16, for a total of 63,946.00 shares. In addition, there have been 3 sales at an average price of $98.89 for 14,508.00 shares. Based on historical transaction data and XLC's current price of $108.35, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his XLC holdings is $2.75 Mil, reflecting a 68.14% gain to date.
COLTON GROOME FINANCIAL ADVISORS, LLC XLC ($108.35) Holding Chart
COLTON GROOME FINANCIAL ADVISORS, LLC XLC ($108.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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