Colton Groome Financial Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
77,245
+3,037
| +4% | +$129K | 1.12% | 22 |
|
|
2025
Q1 | $2.9M | Sell |
74,208
-13,570
| -15% | -$531K | 1.13% | 21 |
|
|
2024
Q4 | $3.94M | Buy |
87,778
+2,032
| +2% | +$91.3K | 1.51% | 15 |
|
|
2024
Q3 | $3.9M | Buy |
85,746
+1,232
| +1% | +$56.1K | 1.46% | 12 |
|
|
2024
Q2 | $3.51M | Buy |
84,514
+3,862
| +5% | +$160K | 1.38% | 16 |
|
|
2024
Q1 | $3.47M | Buy |
80,652
+446
| +0.6% | +$19.2K | 1.4% | 17 |
|
|
2023
Q4 | $3.38M | Buy |
80,206
+24,359
| +44% | +$1.03M | 1.48% | 18 |
|
|
2023
Q3 | $2.06M | Buy |
55,847
+5,626
| +11% | +$208K | 1.03% | 25 |
|
|
2023
Q2 | $1.95M | Buy |
50,221
+11,933
| +31% | +$463K | 0.91% | 29 |
|
|
2023
Q1 | $1.45M | Buy |
38,288
+13,681
| +56% | +$517K | 0.69% | 39 |
|
|
2022
Q4 | $910K | Buy |
24,607
+6,386
| +35% | +$236K | 0.45% | 46 |
|
|
2022
Q3 | $621K | Buy |
18,221
+1,517
| +9% | +$51.7K | 0.32% | 53 |
|
|
2022
Q2 | $601K | Buy |
16,704
+3,215
| +24% | +$116K | 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% | +$118K | 0.17% | 85 |
|
|
2021
Q3 | $292K | Buy |
+6,860
| New | +$292K | 0.13% | 98 |
|