SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 37,553 Value ($000) $1,679 Avg Close — Range —
Q3 2025
Shares 16,625 Value ($000) $1,485 Avg Close — Range —
Q2 2025
Shares 16,144 Value ($000) $1,369 Avg Close — Range —
Q1 2025
Shares 15,979 Value ($000) $1,286 Avg Close — Range —
Q4 2024
Shares 21,462 Value ($000) $1,838 Avg Close — Range —
Q3 2024
Shares 24,520 Value ($000) $2,153 Avg Close — Range —
Q2 2024
Shares 23,990 Value ($000) $2,187 Avg Close — Range —
Q1 2024
Shares 24,414 Value ($000) $2,305 Avg Close — Range —
Q4 2023
Shares 21,649 Value ($000) $1,815 Avg Close — Range —
Q3 2023
Shares 20,068 Value ($000) $1,814 Avg Close — Range —
Q2 2023
Shares 16,284 Value ($000) $1,322 Avg Close — Range —
Q1 2023
Shares 11,817 Value ($000) $979 Avg Close — Range —
Q4 2022
Shares 22,419 Value ($000) $1,961 Avg Close — Range —
Q3 2022
Shares 21,281 Value ($000) $1,533 Avg Close — Range —
Q2 2022
Shares 22,184 Value ($000) $1,586 Avg Close — Range —
Q1 2022
Shares 22,362 Value ($000) $1,709 Avg Close — Range —