Colton Groome Financial Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
9,363
+342
| +4% | +$18.6K | 0.17% | 80 |
|
|
2025
Q1 | $451K | Buy |
9,021
+2,435
| +37% | +$122K | 0.17% | 77 |
|
|
2024
Q4 | $360K | Sell |
6,586
-636
| -9% | -$34.8K | 0.14% | 84 |
|
|
2024
Q3 | $395K | Buy |
7,222
+30
| +0.4% | +$1.64K | 0.15% | 90 |
|
|
2024
Q2 | $369K | Sell |
7,192
-1,018
| -12% | -$52.2K | 0.15% | 81 |
|
|
2024
Q1 | $438K | Sell |
8,210
-1,131
| -12% | -$60.3K | 0.18% | 74 |
|
|
2023
Q4 | $455K | Buy |
9,341
+225
| +2% | +$11K | 0.2% | 72 |
|
|
2023
Q3 | $399K | Sell |
9,116
-380
| -4% | -$16.6K | 0.2% | 77 |
|
|
2023
Q2 | $436K | Buy |
9,496
+195
| +2% | +$8.95K | 0.2% | 78 |
|
|
2023
Q1 | $409K | Buy |
9,301
+949
| +11% | +$41.7K | 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 | +$5.03M | 2.04% | 16 |
|