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 Q2	$4.24M	Sell	35,659 -1,215	-3%	-$139K	1.03%	20
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

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

Colton Groome Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.3% in Q2 2026, selling an estimated $139K and leaving 35,659 shares worth $4.24M. The position accounts for 1.03% of the portfolio, ranked #20.

Colton Groome Financial Advisors first reported a position in SPYG in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.33M in Q1 2023. 1,408 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Colton Groome Financial Advisors held 35,659 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.24M as of Q2 2026.
Colton Groome Financial Advisors sold 1,215 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $139K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.03% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #20 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 28 quarters since.
Colton Groome Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.33M in Q1 2023.
1,408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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