Colton Groome Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Colton Groome Financial Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.95M	Buy	21,500 +785	+4%	+$69.1K	0.47%	42
2026 Q1	$1.64M	Sell	20,715 -1,463	-7%	-$121K	0.47%	42
2025 Q4	$1.83M	Buy	22,178 +1,244	+6%	+$102K	0.52%	37
2025 Q3	$1.69M	Sell	20,934 -738	-3%	-$57.4K	0.52%	37
2025 Q2	$1.62M	Buy	21,672 +370	+2%	+$25.7K	0.55%	37
2025 Q1	$1.43M	Buy	21,302 +432	+2%	+$30.9K	0.56%	34
2024 Q4	$1.49M	Sell	20,870 -335	-2%	-$24.1K	0.57%	37
2024 Q3	$1.49M	Buy	21,205 +526	+3%	+$35.5K	0.56%	39
2024 Q2	$1.37M	Buy	20,679 +2,127	+11%	+$136K	0.54%	37
2024 Q1	$1.19M	Buy	18,552 +1,372	+8%	+$83.7K	0.48%	44
2023 Q4	$1M	Sell	17,180 -16,739	-49%	-$914K	0.44%	46
2023 Q3	$1.78M	Buy	33,919 +861	+3%	+$47.1K	0.89%	29
2023 Q2	$1.8M	Sell	33,058 -813	-2%	-$41.9K	0.84%	34
2023 Q1	$1.71M	Buy	33,871 +2,015	+6%	+$99.5K	0.81%	34
2022 Q4	$1.51M	Sell	31,856 -153,683	-83%	-$7.3M	0.74%	37
2022 Q3	$8.18M	Buy	185,539 +154,753	+503%	+$7.58M	4.17%	3
2022 Q2	$1.43M	Buy	30,786 +1,354	+5%	+$68.4K	0.72%	31
2022 Q1	$1.64M	Buy	29,432 +3,317	+13%	+$182K	0.76%	33
2021 Q4	$1.53M	Buy	26,115 +1,656	+7%	+$93.7K	0.62%	44
2021 Q3	$1.3M	Buy	24,459 +3,474	+17%	+$189K	0.56%	36
2021 Q2	$1.11M	Buy	20,985 +2,685	+15%	+$139K	0.51%	37
2021 Q1	$900K	Buy	+18,300	New	+$875K	0.5%	28

Other funds holding SPTM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

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

Colton Groome Financial Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.8% in Q2 2026, buying an estimated $69.1K and bringing the position to 21,500 shares worth $1.95M. The position accounts for 0.47% of the portfolio, ranked #42.

Colton Groome Financial Advisors first reported a position in SPTM in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.18M in Q3 2022. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Colton Groome Financial Advisors held 21,500 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.95M as of Q2 2026.
Colton Groome Financial Advisors bought 785 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $69.1K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.47% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #42 holding.
Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
Colton Groome Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $8.18M in Q3 2022.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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