Colton Groome Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$451K	Sell	17,615 -11,230	-39%	-$290K	0.13%	87
2025 Q4	$743K	Sell	28,845 -2,275	-7%	-$58.9K	0.21%	69
2025 Q3	$804K	Buy	31,120 +200	+0.6%	+$5.12K	0.25%	63
2025 Q2	$792K	Sell	30,920 -6,480	-17%	-$164K	0.27%	60
2025 Q1	$956K	Buy	37,400 +17,344	+86%	+$438K	0.37%	46
2024 Q4	$501K	Buy	+20,056	New	+$510K	0.19%	67
2023 Q3	–	Sell	-9,367	Closed	-$238K	–	124
2023 Q2	$238K	Sell	9,367 -1,594	-15%	-$40.8K	0.11%	103
2023 Q1	$283K	Sell	10,961 -31,307	-74%	-$801K	0.13%	104
2022 Q4	$1.06M	Buy	42,268 +2,427	+6%	+$60.8K	0.52%	42
2022 Q3	$994K	Sell	39,841 -53,213	-57%	-$1.39M	0.51%	42
2022 Q2	$2.45M	Sell	93,054 -30,067	-24%	-$801K	1.23%	22
2022 Q1	$3.42M	Sell	123,121 -2,135	-2%	-$61K	1.58%	21
2021 Q4	$3.71M	Sell	125,256 -91,943	-42%	-$2.73M	1.51%	21
2021 Q3	$6.48M	Buy	217,199 +454	+0.2%	+$13.7K	2.82%	13
2021 Q2	$6.5M	Buy	216,745 +3,843	+2%	+$115K	2.98%	10
2021 Q1	$6.31M	Buy	212,902 +19,374	+10%	+$584K	3.53%	11
2020 Q4	$5.96M	Buy	193,528 +60,949	+46%	+$1.87M	3.84%	10
2020 Q3	$4.08M	Buy	132,579 +4,498	+4%	+$139K	2.87%	11
2020 Q2	$3.95M	Buy	128,081 +65,617	+105%	+$2M	2.87%	10
2020 Q1	$1.89M	Buy	+62,464	New	+$1.86M	1.56%	10