Colton Groome Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Colton Groome Financial Advisors’s Portfolio SPEM Stock Details SPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.23M	Sell	62,390 -1,913	-3%	-$99.2K	0.76%	29
2026 Q2	$3.33M	Sell	64,303 -3,738	-5%	-$191K	0.81%	27
2026 Q1	$3.19M	Sell	68,041 -1,202	-2%	-$58.6K	0.91%	26
2025 Q4	$3.24M	Sell	69,243 -1,154	-2%	-$54.3K	0.93%	27
2025 Q3	$3.3M	Sell	70,397 -177	-0.3%	-$7.87K	1.01%	23
2025 Q2	$3.02M	Buy	70,574 +1,511	+2%	+$61K	1.02%	24
2025 Q1	$2.72M	Buy	69,063 +11,147	+19%	+$437K	1.06%	24
2024 Q4	$2.22M	Buy	57,916 +6,367	+12%	+$256K	0.85%	29
2024 Q3	$2.13M	Sell	51,549 -3,973	-7%	-$152K	0.8%	31
2024 Q2	$2.09M	Sell	55,522 -6,452	-10%	-$240K	0.82%	30
2024 Q1	$2.24M	Sell	61,974 -17,306	-22%	-$609K	0.9%	30
2023 Q4	$2.81M	Sell	79,280 -30,448	-28%	-$1.04M	1.22%	23
2023 Q3	$3.68M	Sell	109,728 -19,104	-15%	-$660K	1.84%	13
2023 Q2	$4.43M	Sell	128,832 -18,267	-12%	-$625K	2.08%	13
2023 Q1	$5.02M	Buy	147,099 +67,051	+84%	+$2.31M	2.39%	10
2022 Q4	$2.64M	Buy	80,048 +8,560	+12%	+$277K	1.29%	23
2022 Q3	$2.22M	Sell	71,488 -21,913	-23%	-$746K	1.13%	23
2022 Q2	$3.25M	Sell	93,401 -76,558	-45%	-$2.76M	1.62%	18
2022 Q1	$6.57M	Buy	+169,959	New	+$6.85M	3.04%	11
2021 Q4	–	Sell	-13,022	Closed	-$554K	–	110
2021 Q3	$554K	Buy	13,022 +391	+3%	+$17K	0.24%	61
2021 Q2	$575K	Buy	12,631 +2,051	+19%	+$91.8K	0.26%	61
2021 Q1	$463K	Sell	10,580 -106,146	-91%	-$4.74M	0.26%	40
2020 Q4	$4.92M	Buy	116,726 +15,307	+15%	+$608K	3.17%	14
2020 Q3	$3.71M	Sell	101,419 -730	-0.7%	-$26.6K	2.6%	13
2020 Q2	$3.42M	Buy	+102,149	New	+$3.2M	2.49%	11

Other funds holding SPEM

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

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

Colton Groome Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3% in Q3 2026, selling an estimated $99.2K and leaving 62,390 shares worth $3.23M. The position accounts for 0.76% of the portfolio, ranked #29.

Colton Groome Financial Advisors first reported a position in SPEM in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.57M in Q1 2022. 53 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Colton Groome Financial Advisors held 62,390 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.23M as of Q3 2026.
Colton Groome Financial Advisors sold 1,913 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $99.2K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.76% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #29 holding.
Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 25 quarters since.
Colton Groome Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.57M in Q1 2022.
53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

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