Colton Groome Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$677K	Hold	888	–	–	0.16%	79
2026 Q2	$663K	Buy	888 +450	+103%	+$326K	0.16%	84
2026 Q1	$285K	Sell	438 -2	-0.5%	-$1.36K	0.08%	113
2025 Q4	$300K	Sell	440 -19	-4%	-$12.8K	0.09%	111
2025 Q3	$306K	Sell	459 -5	-1%	-$3.21K	0.09%	109
2025 Q2	$287K	Hold	464	–	–	0.1%	109
2025 Q1	$257K	Sell	464 -577	-55%	-$339K	0.1%	108
2024 Q4	$610K	Buy	1,041 +351	+51%	+$207K	0.23%	60
2024 Q3	$396K	Sell	690 -57	-8%	-$31.5K	0.15%	89
2024 Q2	$407K	Sell	747 -10	-1%	-$5.23K	0.16%	77
2024 Q1	$396K	Buy	757 +42	+6%	+$20.9K	0.16%	79
2023 Q4	$340K	Sell	715 -90	-11%	-$40.1K	0.15%	84
2023 Q3	$344K	Sell	805 -10	-1%	-$4.45K	0.17%	83
2023 Q2	$361K	Hold	815	–	–	0.17%	85
2023 Q1	$334K	Sell	815 -178	-18%	-$71K	0.16%	100
2022 Q4	$380K	Buy	993 +155	+18%	+$59.6K	0.19%	87
2022 Q3	$299K	Sell	838 -270	-24%	-$107K	0.15%	82
2022 Q2	$418K	Buy	+1,108	New	+$454K	0.21%	60
2020 Q2	–	Sell	-1,432	Closed	-$369K	–	65
2020 Q1	$369K	Buy	+1,432	New	+$437K	0.31%	41

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

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

Colton Groome Financial Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 888 shares worth $677K. The position accounts for 0.16% of the portfolio, ranked #79.

Colton Groome Financial Advisors first reported a position in SPY in Q1 2020 and has held it in 19 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Colton Groome Financial Advisors held 888 shares of State Street SPDR S&P 500 ETF Trust worth $677K as of Q3 2026.
Colton Groome Financial Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #79 holding.
Colton Groome Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 19 quarters since.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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