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Colton Groome Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Colton Groome Financial Advisors’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.61M Sell
36,874
-189
-0.5% -$19.7K 1.03% 21
2025
Q4 		$3.95M Sell
37,063
-3,814
-9% -$404K 1.13% 21
2025
Q3 		$4.27M Sell
40,877
-918
-2% -$91.4K 1.31% 16
2025
Q2 		$3.98M Buy
41,795
+449
+1% +$38.5K 1.35% 16
2025
Q1 		$3.39M Sell
41,346
-11,865
-22% -$1.04M 1.32% 18
2024
Q4 		$4.68M Sell
53,211
-6,700
-11% -$579K 1.79% 12
2024
Q3 		$4.97M Sell
59,911
-764
-1% -$61.1K 1.86% 11
2024
Q2 		$4.86M Sell
60,675
-15,766
-21% -$1.18M 1.92% 11
2024
Q1 		$5.59M Sell
76,441
-5,247
-6% -$365K 2.25% 8
2023
Q4 		$5.31M Sell
81,688
-18,946
-19% -$1.17M 2.32% 9
2023
Q3 		$5.97M Sell
100,634
-15,895
-14% -$974K 2.99% 6
2023
Q2 		$7.11M Sell
116,529
-15,805
-12% -$905K 3.33% 5
2023
Q1 		$7.33M Buy
132,334
+69,821
+112% +$3.7M 3.49% 7
2022
Q4 		$3.17M Buy
62,513
+17,612
+39% +$916K 1.55% 17
2022
Q3 		$2.25M Buy
+44,901
New +$2.53M 1.15% 22
2022
Q2 		– Sell
-3,433
Closed -$227K – 118
2022
Q1 		$227K Sell
3,433
-163
-5% -$10.6K 0.11% 98
2021
Q4 		$261K Sell
3,596
-33
-0.9% -$2.3K 0.11% 104
2021
Q3 		$232K Sell
3,629
-107
-3% -$7.07K 0.1% 100
2021
Q2 		$235K Sell
3,736
-305
-8% -$18.3K 0.11% 96
2021
Q1 		$228K Sell
4,041
-181
-4% -$10.1K 0.13% 65
2020
Q4 		$233K Buy
4,222
+82
+2% +$4.31K 0.15% 59
2020
Q3 		$207K Sell
4,140
-1,288
-24% -$63.1K 0.15% 54
2020
Q2 		$244K Sell
5,428
-28,031
-84% -$1.16M 0.18% 53
2020
Q1 		$1.2M Buy
33,459
+22,753
+213% +$932K 0.99% 18
2019
Q4 		$449K Sell
10,706
-777
-7% -$31.1K 0.32% 47
2019
Q3 		$458K Sell
11,483
-52
-0.5% -$2.03K 0.34% 48
2019
Q2 		$447K Buy
+11,535
New +$438K 0.36% 38

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Colton Groome Financial Advisors's SPYG Position: Q1 2026 in Review

Colton Groome Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.51% in Q1 2026, selling an estimated $19.7K and leaving 36,874 shares worth $3.61M. The position accounts for 1.03% of the portfolio, ranked #21.

Colton Groome Financial Advisors first reported a position in SPYG in Q2 2019 and has held it in 27 quarters since. The position peaked at $7.33M in Q1 2023. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Colton Groome Financial Advisors held 36,874 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.61M as of Q1 2026.
  • Colton Groome Financial Advisors sold 189 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $19.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.03% of Colton Groome Financial Advisors's portfolio in Q1 2026, its #21 holding.
  • Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 27 quarters since.
  • Colton Groome Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.33M in Q1 2023.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.