SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 45,071 Value ($000) $1,924 Avg Close — Range —
Q3 2025
Shares 21,604 Value ($000) $1,884 Avg Close — Range —
Q2 2025
Shares 20,771 Value ($000) $1,696 Avg Close — Range —
Q1 2025
Shares 20,441 Value ($000) $1,613 Avg Close — Range —
Q4 2024
Shares 21,555 Value ($000) $1,632 Avg Close — Range —
Q3 2024
Shares 19,411 Value ($000) $1,568 Avg Close — Range —
Q2 2024
Shares 19,211 Value ($000) $1,309 Avg Close — Range —
Q1 2024
Shares 19,720 Value ($000) $1,295 Avg Close — Range —
Q4 2023
Shares 18,915 Value ($000) $1,198 Avg Close — Range —
Q3 2023
Shares 14,385 Value ($000) $848 Avg Close — Range —
Q2 2023
Shares 12,310 Value ($000) $806 Avg Close — Range —
Q1 2023
Shares 9,018 Value ($000) $610 Avg Close — Range —
Q4 2022
Shares 5,885 Value ($000) $415 Avg Close — Range —
Q3 2022
Shares 3,150 Value ($000) $206 Avg Close — Range —