Colton Groome Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Colton Groome Financial Advisors, LLC

$324 Million
Q3 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 20,934 shares of SPTM stock, worth $1.7 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

20,934

Previous 21,672 3.41%

Holding current value

$1.7 Million

Previous $1.62 Million 4.0%

% of portfolio

0.52%

Previous 0.55%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$74.93 - $80.73 $55,298 - $59,578	-738 Reduced 3.41%	20,934 $1.69 Million
Q2 2025 Jul 16, 2025	BUY	$60.34 - $74.89 $22,325 - $27,709	370 Added 1.74%	21,672 $1.62 Million
Q1 2025 May 15, 2025	BUY	$67.03 - $74.61 $28,956 - $32,231	432 Added 2.07%	21,302 $1.45 Million
Q4 2024 Jan 23, 2025	SELL	$69.3 - $74.3 $23,215 - $24,890	-335 Reduced 1.58%	20,870 $1.49 Million
Q3 2024 Oct 24, 2024	BUY	$63.28 - $70.06 $33,285 - $36,851	526 Added 2.54%	21,205 $1.49 Million

Q2 2024 Jul 24, 2024	BUY	$60.69 - $66.83 $129,087 - $142,147	2,127 Added 11.47%	20,679 $1.37 Million
Q1 2024 Apr 18, 2024	BUY	$57.38 - $64.15 $78,725 - $88,013	1,372 Added 7.99%	18,552 $1.19 Million
Q4 2023 Jan 31, 2024	SELL	$50.31 - $58.65 $842,139 - $981,742	-16,739 Reduced 49.35%	17,180 $1 Million
Q3 2023 Oct 23, 2023	BUY	$52.22 - $56.31 $44,961 - $48,482	861 Added 2.6%	33,919 $1.78 Million
Q2 2023 Jul 27, 2023	SELL	$49.75 - $54.44 $40,446 - $44,259	-813 Reduced 2.4%	33,058 $1.8 Million
Q1 2023 Apr 17, 2023	BUY	$46.97 - $51.65 $94,644 - $104,074	2,015 Added 6.33%	33,871 $1.71 Million
Q4 2022 Jan 25, 2023	SELL	$44.09 - $50.41 $6.78 Million - $7.75 Million	-153,683 Reduced 82.83%	31,856 $0
Q3 2022 Oct 20, 2022	BUY	$44.11 - $53.04 $6.83 Million - $8.21 Million	154,753 Added 502.67%	185,539 $8.18 Million
Q2 2022 Jul 26, 2022	BUY	$45.19 - $56.15 $61,187 - $76,027	1,354 Added 4.6%	30,786 $1.43 Million
Q1 2022 Apr 18, 2022	BUY	$51.36 - $58.82 $170,361 - $195,105	3,317 Added 12.7%	29,432 $1.64 Million
Q4 2021 Jan 19, 2022	BUY	$52.99 - $58.74 $87,751 - $97,273	1,656 Added 6.77%	26,115 $1.53 Million
Q3 2021 Oct 18, 2021	BUY	$52.32 - $55.93 $181,759 - $194,300	3,474 Added 16.55%	24,459 $1.3 Million
Q2 2021 Jul 21, 2021	BUY	$49.77 - $52.97 $133,632 - $142,224	2,685 Added 14.67%	20,985 $1.11 Million
Q1 2021 Apr 21, 2021	BUY	$45.48 - $49.44 $832,284 - $904,752	18,300 New	18,300 $900,000

Others Institutions Holding SPTM

# of Institutions

760

Shares Held

98.3M

Call Options Held

46.9K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.

Account

Colton Groome Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History