Colton Groome Financial Advisors, LLC Spdr Portfolio Transaction History

Colton Groome Financial Advisors, LLC

$293 Million
Q2 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 9,363 shares of SPMD stock, worth $513,279. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,363

Previous 9,021 3.79%

Holding current value

$513,279

Previous $461,000 10.41%

% of portfolio

0.17%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$44.89 - $54.38 $15,352 - $18,597	342 Added 3.79%	9,363 $509,000
Q1 2025 May 15, 2025	BUY	$50.21 - $57.73 $122,261 - $140,572	2,435 Added 36.97%	9,021 $461,000
Q4 2024 Jan 23, 2025	SELL	$54.13 - $59.56 $34,426 - $37,880	-636 Reduced 8.81%	6,586 $360,000
Q3 2024 Oct 24, 2024	BUY	$50.29 - $54.92 $1,508 - $1,647	30 Added 0.42%	7,222 $394,000
Q2 2024 Jul 24, 2024	SELL	$49.54 - $53.39 $50,431 - $54,351	-1,018 Reduced 12.4%	7,192 $368,000
Q1 2024 Apr 18, 2024	SELL	$47.16 - $53.34 $53,337 - $60,327	-1,131 Reduced 12.11%	8,210 $437,000
Q4 2023 Jan 31, 2024	BUY	$40.76 - $49.2 $9,171 - $11,070	225 Added 2.47%	9,341 $455,000
Q3 2023 Oct 23, 2023	SELL	$43.23 - $47.8 $16,427 - $18,164	-380 Reduced 4.0%	9,116 $399,000
Q2 2023 Jul 27, 2023	BUY	$42.21 - $45.89 $8,230 - $8,948	195 Added 2.1%	9,496 $435,000
Q1 2023 Apr 17, 2023	BUY	$41.67 - $47.74 $39,544 - $45,305	949 Added 11.36%	9,301 $408,000
Q4 2022 Jan 25, 2023	BUY	$39.32 - $45.21 $328,400 - $377,593	8,352 New	8,352 $0
Q1 2022 Apr 18, 2022	SELL	$44.15 - $50.14 $4.47 Million - $5.07 Million	-101,147 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$46.63 - $50.95 $4.72 Million - $5.15 Million	101,147 New	101,147 $5.03 Million

Others Institutions Holding SPMD

# of Institutions

771

Shares Held

219M

Call Options Held

14.1K

Put Options Held

700

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About SPDR PORTFOLIO

Ticker SPMD
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Colton Groome Financial Advisors, LLC Spdr Portfolio Transaction History