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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Colton Groome Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 103% in Q2 2026, buying an estimated $326K and bringing the position to 888 shares worth $663K. The position accounts for 0.16% of the portfolio, ranked #84.

Colton Groome Financial Advisors first reported a position in SPY in Q1 2020 and has held it in 18 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Colton Groome Financial Advisors held 888 shares of State Street SPDR S&P 500 ETF Trust worth $663K as of Q2 2026.
Colton Groome Financial Advisors bought 450 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $326K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #84 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 18 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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