Colton Groome Financial Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
50,277
-195
| -0.4% | -$14.2K | 1.24% | 19 |
|
|
2025
Q1 | $3.29M | Buy |
50,472
+13,623
| +37% | +$888K | 1.28% | 19 |
|
|
2024
Q4 | $2.54M | Buy |
36,849
+3,113
| +9% | +$215K | 0.97% | 25 |
|
|
2024
Q3 | $2.28M | Buy |
33,736
+5,286
| +19% | +$357K | 0.85% | 26 |
|
|
2024
Q2 | $1.82M | Buy |
28,450
+1,068
| +4% | +$68.4K | 0.72% | 35 |
|
|
2024
Q1 | $1.68M | Buy |
27,382
+1,511
| +6% | +$93K | 0.68% | 35 |
|
|
2023
Q4 | $1.45M | Buy |
25,871
+615
| +2% | +$34.4K | 0.63% | 34 |
|
|
2023
Q3 | $1.27M | Buy |
25,256
+3,142
| +14% | +$158K | 0.64% | 38 |
|
|
2023
Q2 | $1.15M | Buy |
22,114
+915
| +4% | +$47.7K | 0.54% | 46 |
|
|
2023
Q1 | $1.02M | Buy |
21,199
+850
| +4% | +$40.9K | 0.49% | 46 |
|
|
2022
Q4 | $915K | Sell |
20,349
-40,266
| -66% | -$1.81M | 0.45% | 45 |
|
|
2022
Q3 | $2.55M | Buy |
+60,615
| New | +$2.55M | 1.3% | 18 |
|