A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 690 shares of SPY stock, worth $416,960. This represents 0.15% of its overall portfolio holdings.

Number of Shares
690
Previous 747 7.63%
Holding current value
$416,960
Previous $406,000 2.71%
% of portfolio
0.15%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$517.38 - $573.86 $29,490 - $32,710
-57 Reduced 7.63%
690 $395,000
Q2 2024

Jul 24, 2024

SELL
$495.16 - $548.49 $4,951 - $5,484
-10 Reduced 1.32%
747 $406,000
Q1 2024

Apr 18, 2024

BUY
$467.28 - $523.17 $19,625 - $21,973
42 Added 5.87%
757 $395,000
Q4 2023

Jan 31, 2024

SELL
$410.68 - $476.69 $36,961 - $42,902
-90 Reduced 11.18%
715 $339,000
Q3 2023

Oct 23, 2023

SELL
$425.88 - $457.79 $4,258 - $4,577
-10 Reduced 1.23%
805 $344,000
Q1 2023

Apr 17, 2023

SELL
$379.5 - $416.78 $67,551 - $74,186
-178 Reduced 17.93%
815 $333,000
Q4 2022

Jan 25, 2023

BUY
$357.63 - $407.42 $55,432 - $63,150
155 Added 18.5%
993 $0
Q3 2022

Oct 20, 2022

SELL
$357.18 - $429.7 $96,438 - $116,019
-270 Reduced 24.37%
838 $299,000
Q2 2022

Jul 26, 2022

BUY
$365.86 - $456.8 $405,372 - $506,134
1,108 New
1,108 $418,000
Q2 2020

Jul 14, 2020

SELL
$246.15 - $323.2 $352,486 - $462,822
-1,432 Closed
0 $0
Q1 2020

Apr 13, 2020

BUY
$222.95 - $338.34 $319,264 - $484,502
1,432 New
1,432 $369,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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