Colton Groome Financial Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
41,795
+449
| +1% | +$42.8K | 1.35% | 16 |
|
|
2025
Q1 | $3.39M | Sell |
41,346
-11,865
| -22% | -$973K | 1.32% | 18 |
|
|
2024
Q4 | $4.68M | Sell |
53,211
-6,700
| -11% | -$589K | 1.79% | 12 |
|
|
2024
Q3 | $4.97M | Sell |
59,911
-764
| -1% | -$63.4K | 1.86% | 11 |
|
|
2024
Q2 | $4.86M | Sell |
60,675
-15,766
| -21% | -$1.26M | 1.92% | 11 |
|
|
2024
Q1 | $5.59M | Sell |
76,441
-5,247
| -6% | -$384K | 2.25% | 8 |
|
|
2023
Q4 | $5.31M | Sell |
81,688
-18,946
| -19% | -$1.23M | 2.32% | 9 |
|
|
2023
Q3 | $5.97M | Sell |
100,634
-15,895
| -14% | -$942K | 2.99% | 6 |
|
|
2023
Q2 | $7.11M | Sell |
116,529
-15,805
| -12% | -$964K | 3.33% | 5 |
|
|
2023
Q1 | $7.33M | Buy |
132,334
+69,821
| +112% | +$3.87M | 3.49% | 7 |
|
|
2022
Q4 | $3.17M | Buy |
62,513
+17,612
| +39% | +$892K | 1.55% | 17 |
|
|
2022
Q3 | $2.25M | Buy |
+44,901
| New | +$2.25M | 1.15% | 22 |
|
|
2022
Q2 | – | Sell |
-3,433
| Closed | -$227K | – | 118 |
|
|
2022
Q1 | $227K | Sell |
3,433
-163
| -5% | -$10.8K | 0.11% | 98 |
|
|
2021
Q4 | $261K | Sell |
3,596
-33
| -0.9% | -$2.4K | 0.11% | 104 |
|
|
2021
Q3 | $232K | Sell |
3,629
-107
| -3% | -$6.84K | 0.1% | 100 |
|
|
2021
Q2 | $235K | Sell |
3,736
-305
| -8% | -$19.2K | 0.11% | 96 |
|
|
2021
Q1 | $228K | Sell |
4,041
-181
| -4% | -$10.2K | 0.13% | 65 |
|
|
2020
Q4 | $233K | Buy |
4,222
+82
| +2% | +$4.53K | 0.15% | 59 |
|
|
2020
Q3 | $207K | Sell |
4,140
-1,288
| -24% | -$64.4K | 0.15% | 54 |
|
|
2020
Q2 | $244K | Sell |
5,428
-28,031
| -84% | -$1.26M | 0.18% | 53 |
|
|
2020
Q1 | $1.2M | Buy |
33,459
+22,753
| +213% | +$813K | 0.99% | 18 |
|
|
2019
Q4 | $449K | Sell |
10,706
-777
| -7% | -$32.6K | 0.32% | 47 |
|
|
2019
Q3 | $458K | Sell |
11,483
-52
| -0.5% | -$2.07K | 0.34% | 48 |
|
|
2019
Q2 | $447K | Buy |
+11,535
| New | +$447K | 0.36% | 38 |
|