Colton Groome Financial Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$770K	Sell	12,212 -17	-0.1%	-$1.12K	0.18%	70
2026 Q2	$826K	Buy	12,229 +2,759	+29%	+$178K	0.2%	69
2026 Q1	$561K	Buy	9,470 +6	+0.1%	+$365	0.16%	79
2025 Q4	$548K	Buy	9,464 +95	+1%	+$5.46K	0.16%	82
2025 Q3	$536K	Buy	9,369 +6	+0.1%	+$338	0.16%	77
2025 Q2	$509K	Buy	9,363 +342	+4%	+$17.6K	0.17%	80
2025 Q1	$451K	Buy	9,021 +2,435	+37%	+$133K	0.17%	77
2024 Q4	$360K	Sell	6,586 -636	-9%	-$35.8K	0.14%	84
2024 Q3	$395K	Buy	7,222 +30	+0.4%	+$1.59K	0.15%	90
2024 Q2	$369K	Sell	7,192 -1,018	-12%	-$52.5K	0.15%	81
2024 Q1	$438K	Sell	8,210 -1,131	-12%	-$56.3K	0.18%	74
2023 Q4	$455K	Buy	9,341 +225	+2%	+$10K	0.2%	72
2023 Q3	$399K	Sell	9,116 -380	-4%	-$17.5K	0.2%	77
2023 Q2	$436K	Buy	9,496 +195	+2%	+$8.52K	0.2%	78
2023 Q1	$409K	Buy	9,301 +949	+11%	+$42.5K	0.19%	86
2022 Q4	$355K	Buy	+8,352	New	+$355K	0.17%	92
2022 Q1	–	Sell	-101,147	Closed	-$5.03M	–	134
2021 Q4	$5.03M	Buy	+101,147	New	+$4.94M	2.04%	16

Other funds holding SPMD

FFA

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

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

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

Colton Groome Financial Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.14% in Q3 2026, selling an estimated $1.12K and leaving 12,212 shares worth $770K. The position accounts for 0.18% of the portfolio, ranked #70.

Colton Groome Financial Advisors first reported a position in SPMD in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.03M in Q4 2021. 41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Colton Groome Financial Advisors held 12,212 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $770K as of Q3 2026.
Colton Groome Financial Advisors sold 17 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $1.12K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.18% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #70 holding.
Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 17 quarters since.
Colton Groome Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.03M in Q4 2021.
41 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

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