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 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Colton Groome Financial Advisors's SPMD Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 29% in Q2 2026, buying an estimated $178K and bringing the position to 12,229 shares worth $826K. The position accounts for 0.2% of the portfolio, ranked #69.

Colton Groome Financial Advisors first reported a position in SPMD in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.03M in Q4 2021. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Colton Groome Financial Advisors held 12,229 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $826K as of Q2 2026.
Colton Groome Financial Advisors bought 2,759 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $178K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.2% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #69 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 16 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.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.