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Colton Groome Financial Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Colton Groome Financial Advisors’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.03M Sell
100,103
-666
-0.7% -$33.9K 1.18% 19
2026
Q2 		$5.08M Buy
100,769
+9,200
+10% +$456K 1.23% 18
2026
Q1 		$4.18M Sell
91,569
-4,082
-4% -$192K 1.19% 18
2025
Q4 		$4.25M Buy
95,651
+433
+0.5% +$18.9K 1.22% 17
2025
Q3 		$4.07M Buy
95,218
+675
+0.7% +$28K 1.25% 18
2025
Q2 		$3.83M Sell
94,543
-1,192
-1% -$45.7K 1.3% 17
2025
Q1 		$3.62M Buy
95,735
+15,520
+19% +$561K 1.41% 14
2024
Q4 		$2.74M Buy
80,215
+11,021
+16% +$395K 1.05% 24
2024
Q3 		$2.6M Buy
69,194
+2,257
+3% +$81.5K 0.97% 23
2024
Q2 		$2.35M Sell
66,937
-15,444
-19% -$549K 0.93% 24
2024
Q1 		$2.95M Sell
82,381
-3,815
-4% -$131K 1.19% 23
2023
Q4 		$2.93M Sell
86,196
-42,811
-33% -$1.36M 1.28% 22
2023
Q3 		$4M Sell
129,007
-36,509
-22% -$1.18M 2% 12
2023
Q2 		$5.39M Sell
165,516
-12,385
-7% -$404K 2.52% 10
2023
Q1 		$5.71M Buy
177,901
+42,543
+31% +$1.34M 2.72% 9
2022
Q4 		$4.02M Buy
135,358
+38,770
+40% +$1.11M 1.97% 11
2022
Q3 		$2.49M Sell
96,588
-58,229
-38% -$1.68M 1.27% 20
2022
Q2 		$4.46M Sell
154,817
-133,211
-46% -$4.22M 2.23% 11
2022
Q1 		$9.87M Buy
288,028
+13,443
+5% +$466K 4.57% 5
2021
Q4 		$10M Buy
274,585
+19,459
+8% +$716K 4.07% 6
2021
Q3 		$9.24M Sell
255,126
-23,740
-9% -$881K 4.02% 9
2021
Q2 		$10.3M Buy
278,866
+4,008
+1% +$149K 4.7% 5
2021
Q1 		$9.72M Buy
274,858
+240,381
+697% +$8.43M 5.43% 5
2020
Q4 		$1.16M Sell
34,477
-464,955
-93% -$14.7M 0.75% 28
2020
Q3 		$14.6M Sell
499,432
-1,156
-0.2% -$33.8K 10.26% 1
2020
Q2 		$13.8M Buy
500,588
+369,250
+281% +$9.66M 10.05% 2
2020
Q1 		$3.14M Sell
131,338
-171,972
-57% -$4.92M 2.6% 7
2019
Q4 		$9.51M Buy
303,310
+880
+0.3% +$26.8K 6.81% 2
2019
Q3 		$9.3M Buy
+302,430
New +$8.77M 6.87% 2

Other funds holding SPDW

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Colton Groome Financial Advisors's SPDW Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.66% in Q3 2026, selling an estimated $33.9K and leaving 100,103 shares worth $5.03M. The position accounts for 1.18% of the portfolio, ranked #19.

Colton Groome Financial Advisors first reported a position in SPDW in Q3 2019 and has held it in 29 quarters since. The position peaked at $14.6M in Q3 2020. 71 funds tracked by Wall St. Rank hold SPDW as of Q3 2026.

  • Colton Groome Financial Advisors held 100,103 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $5.03M as of Q3 2026.
  • Colton Groome Financial Advisors sold 666 State Street SPDR Portfolio Developed World ex-US ETF shares in Q3 2026, an estimated $33.9K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.18% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #19 holding.
  • Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and has held it in 29 quarters since.
  • Colton Groome Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $14.6M in Q3 2020.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.