SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 59,010 Value ($000) $7,046 Avg Close — Range —
Q3 2025
Shares 28,232 Value ($000) $6,766 Avg Close — Range —
Q2 2025
Shares 28,807 Value ($000) $6,261 Avg Close — Range —
Q1 2025
Shares 26,534 Value ($000) $5,234 Avg Close — Range —
Q4 2024
Shares 25,564 Value ($000) $5,735 Avg Close — Range —
Q3 2024
Shares 25,085 Value ($000) $5,026 Avg Close — Range —
Q2 2024
Shares 30,284 Value ($000) $5,524 Avg Close — Range —
Q1 2024
Shares 27,239 Value ($000) $5,009 Avg Close — Range —
Q4 2023
Shares 24,389 Value ($000) $4,361 Avg Close — Range —
Q3 2023
Shares 19,924 Value ($000) $3,207 Avg Close — Range —
Q2 2023
Shares 17,274 Value ($000) $2,933 Avg Close — Range —
Q1 2023
Shares 12,624 Value ($000) $1,888 Avg Close — Range —
Q4 2022
Shares 9,415 Value ($000) $1,216 Avg Close — Range —
Q3 2022
Shares 5,954 Value ($000) $848 Avg Close — Range —
Q2 2022
Shares 5,154 Value ($000) $709 Avg Close — Range —
Q1 2022
Shares 2,854 Value ($000) $528 Avg Close — Range —