Colton Groome Financial Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Colton Groome Financial Advisors, LLC
- $293 Million
- Q2 2025
A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 77,245 shares of SPSM stock, worth $3.59 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
77,245
Previous 74,208
4.09%
Holding current value
$3.59 Million
Previous $3.02 Million
8.8%
% of portfolio
1.12%
Previous 1.18%
Shares
16 transactions
Others Institutions Holding SPSM
# of Institutions
971Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.11 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.09 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$819 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$291 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$286 Million0.05% of portfolio