Colton Groome Financial Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Sell |
30,920
-6,480
| -17% | -$166K | 0.27% | 60 |
|
|
2025
Q1 | $956K | Buy |
37,400
+17,344
| +86% | +$443K | 0.37% | 46 |
|
|
2024
Q4 | $501K | Buy |
+20,056
| New | +$501K | 0.19% | 67 |
|
|
2023
Q3 | – | Sell |
-9,367
| Closed | -$238K | – | 124 |
|
|
2023
Q2 | $238K | Sell |
9,367
-1,594
| -15% | -$40.4K | 0.11% | 103 |
|
|
2023
Q1 | $283K | Sell |
10,961
-31,307
| -74% | -$807K | 0.13% | 104 |
|
|
2022
Q4 | $1.06M | Buy |
42,268
+2,427
| +6% | +$61K | 0.52% | 42 |
|
|
2022
Q3 | $994K | Sell |
39,841
-53,213
| -57% | -$1.33M | 0.51% | 42 |
|
|
2022
Q2 | $2.45M | Sell |
93,054
-30,067
| -24% | -$792K | 1.23% | 22 |
|
|
2022
Q1 | $3.42M | Sell |
123,121
-2,135
| -2% | -$59.3K | 1.58% | 21 |
|
|
2021
Q4 | $3.71M | Sell |
125,256
-91,943
| -42% | -$2.72M | 1.51% | 21 |
|
|
2021
Q3 | $6.48M | Buy |
217,199
+454
| +0.2% | +$13.6K | 2.82% | 13 |
|
|
2021
Q2 | $6.51M | Buy |
216,745
+3,843
| +2% | +$115K | 2.98% | 10 |
|
|
2021
Q1 | $6.31M | Buy |
212,902
+19,374
| +10% | +$574K | 3.53% | 11 |
|
|
2020
Q4 | $5.96M | Buy |
193,528
+60,949
| +46% | +$1.88M | 3.84% | 10 |
|
|
2020
Q3 | $4.09M | Buy |
132,579
+4,498
| +4% | +$139K | 2.87% | 11 |
|
|
2020
Q2 | $3.95M | Buy |
128,081
+65,617
| +105% | +$2.03M | 2.87% | 10 |
|
|
2020
Q1 | $1.89M | Buy |
+62,464
| New | +$1.89M | 1.56% | 10 |
|