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 Q3	$1.79M	Sell	19,482 -2,018	-9%	-$186K	0.42%	46
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

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Colton Groome Financial Advisors's SPTM Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 9.4% in Q3 2026, selling an estimated $186K and leaving 19,482 shares worth $1.79M. The position accounts for 0.42% of the portfolio, ranked #46.

Colton Groome Financial Advisors first reported a position in SPTM in Q1 2021 and has held it in 23 quarters since. The position peaked at $8.18M in Q3 2022. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Colton Groome Financial Advisors held 19,482 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.79M as of Q3 2026.
Colton Groome Financial Advisors sold 2,018 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $186K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.42% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #46 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 23 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.
48 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.