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Colton Groome Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Colton Groome Financial Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.94M Buy
103,019
+6,700
+7% +$358K 1.44% 14
2026
Q1 		$4.65M Buy
96,319
+7,017
+8% +$347K 1.33% 15
2025
Q4 		$4.18M Buy
89,302
+7,424
+9% +$346K 1.2% 19
2025
Q3 		$3.79M Buy
81,878
+4,633
+6% +$208K 1.16% 20
2025
Q2 		$3.29M Buy
77,245
+3,037
+4% +$122K 1.12% 22
2025
Q1 		$2.9M Sell
74,208
-13,570
-15% -$598K 1.13% 21
2024
Q4 		$3.94M Buy
87,778
+2,032
+2% +$94.5K 1.51% 15
2024
Q3 		$3.9M Buy
85,746
+1,232
+1% +$54.1K 1.46% 12
2024
Q2 		$3.51M Buy
84,514
+3,862
+5% +$161K 1.38% 16
2024
Q1 		$3.47M Buy
80,652
+446
+0.6% +$18.4K 1.4% 17
2023
Q4 		$3.38M Buy
80,206
+24,359
+44% +$918K 1.48% 18
2023
Q3 		$2.06M Buy
55,847
+5,626
+11% +$219K 1.03% 25
2023
Q2 		$1.95M Buy
50,221
+11,933
+31% +$444K 0.91% 29
2023
Q1 		$1.45M Buy
38,288
+13,681
+56% +$534K 0.69% 39
2022
Q4 		$910K Buy
24,607
+6,386
+35% +$239K 0.45% 46
2022
Q3 		$621K Buy
18,221
+1,517
+9% +$57.4K 0.32% 53
2022
Q2 		$601K Buy
16,704
+3,215
+24% +$125K 0.3% 48
2022
Q1 		$567K Buy
13,489
+3,993
+42% +$168K 0.26% 54
2021
Q4 		$424K Buy
9,496
+2,636
+38% +$117K 0.17% 85
2021
Q3 		$292K Buy
+6,860
New +$294K 0.13% 98

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Colton Groome Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7% in Q2 2026, buying an estimated $358K and bringing the position to 103,019 shares worth $5.94M. The position accounts for 1.44% of the portfolio, ranked #14.

Colton Groome Financial Advisors first reported a position in SPSM in Q3 2021 and has held it in 20 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Colton Groome Financial Advisors held 103,019 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.94M as of Q2 2026.
  • Colton Groome Financial Advisors bought 6,700 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $358K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.44% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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