Colton Groome Financial Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
21,672
+370
| +2% | +$27.7K | 0.55% | 37 |
|
|
2025
Q1 | $1.43M | Buy |
21,302
+432
| +2% | +$29.1K | 0.56% | 34 |
|
|
2024
Q4 | $1.49M | Sell |
20,870
-335
| -2% | -$23.9K | 0.57% | 37 |
|
|
2024
Q3 | $1.49M | Buy |
21,205
+526
| +3% | +$36.9K | 0.56% | 39 |
|
|
2024
Q2 | $1.37M | Buy |
20,679
+2,127
| +11% | +$141K | 0.54% | 37 |
|
|
2024
Q1 | $1.19M | Buy |
18,552
+1,372
| +8% | +$88K | 0.48% | 44 |
|
|
2023
Q4 | $1M | Sell |
17,180
-16,739
| -49% | -$978K | 0.44% | 46 |
|
|
2023
Q3 | $1.78M | Buy |
33,919
+861
| +3% | +$45.2K | 0.89% | 29 |
|
|
2023
Q2 | $1.8M | Sell |
33,058
-813
| -2% | -$44.3K | 0.84% | 34 |
|
|
2023
Q1 | $1.71M | Buy |
33,871
+2,015
| +6% | +$102K | 0.81% | 34 |
|
|
2022
Q4 | $1.51M | Sell |
31,856
-153,683
| -83% | -$7.27M | 0.74% | 37 |
|
|
2022
Q3 | $8.18M | Buy |
185,539
+154,753
| +503% | +$6.83M | 4.17% | 3 |
|
|
2022
Q2 | $1.43M | Buy |
30,786
+1,354
| +5% | +$62.9K | 0.72% | 31 |
|
|
2022
Q1 | $1.64M | Buy |
29,432
+3,317
| +13% | +$184K | 0.76% | 33 |
|
|
2021
Q4 | $1.53M | Buy |
26,115
+1,656
| +7% | +$96.8K | 0.62% | 44 |
|
|
2021
Q3 | $1.3M | Buy |
24,459
+3,474
| +17% | +$184K | 0.56% | 36 |
|
|
2021
Q2 | $1.11M | Buy |
20,985
+2,685
| +15% | +$142K | 0.51% | 37 |
|
|
2021
Q1 | $900K | Buy |
+18,300
| New | +$900K | 0.5% | 28 |
|