Colton Groome Financial Advisors, LLC Spdr Portfolio Transaction History

Colton Groome Financial Advisors, LLC

$249 Million
Q1 2024

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 8,210 shares of SPMD stock, worth $439,152. This represents 0.18% of its overall portfolio holdings.

Number of Shares

8,210

Previous 9,341 12.11%

Holding current value

$439,152

Previous $455,000 3.96%

% of portfolio

0.18%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$41.68 - $45.21 $348,111 - $377,593	8,352 New	8,352 $0
Q1 2022 Apr 18, 2022	SELL	N/A	-101,147 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	N/A	101,147 New	101,147 $5.03 Million

Others Institutions Holding SPMD

# of Institutions

587

Shares Held

170M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Colton Groome Financial Advisors, LLC Spdr Portfolio Transaction History