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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.93M	Buy	56,097 +2,210	+4%	+$189K	1.19%	19
2026 Q1	$4.12M	Buy	53,887 +1,555	+3%	+$124K	1.17%	19
2025 Q4	$4.2M	Buy	52,332 +1,679	+3%	+$134K	1.2%	18
2025 Q3	$3.97M	Buy	50,653 +376	+0.7%	+$28.4K	1.22%	19
2025 Q2	$3.65M	Sell	50,277 -195	-0.4%	-$13.1K	1.24%	19
2025 Q1	$3.29M	Buy	50,472 +13,623	+37%	+$942K	1.28%	19
2024 Q4	$2.54M	Buy	36,849 +3,113	+9%	+$216K	0.97%	25
2024 Q3	$2.28M	Buy	33,736 +5,286	+19%	+$344K	0.85%	26
2024 Q2	$1.82M	Buy	28,450 +1,068	+4%	+$65.8K	0.72%	35
2024 Q1	$1.68M	Buy	27,382 +1,511	+6%	+$88.5K	0.68%	35
2023 Q4	$1.45M	Buy	25,871 +615	+2%	+$32.2K	0.63%	34
2023 Q3	$1.27M	Buy	25,256 +3,142	+14%	+$164K	0.64%	38
2023 Q2	$1.15M	Buy	22,114 +915	+4%	+$45.2K	0.54%	46
2023 Q1	$1.02M	Buy	21,199 +850	+4%	+$39.9K	0.49%	46
2022 Q4	$915K	Sell	20,349 -40,266	-66%	-$1.82M	0.45%	45
2022 Q3	$2.54M	Buy	+60,615	New	+$2.83M	1.3%	18

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Colton Groome Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.1% in Q2 2026, buying an estimated $189K and bringing the position to 56,097 shares worth $4.93M. The position accounts for 1.19% of the portfolio, ranked #19.

Colton Groome Financial Advisors first reported a position in SPYM in Q3 2022 and has held it in 16 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Colton Groome Financial Advisors held 56,097 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.93M as of Q2 2026.
Colton Groome Financial Advisors bought 2,210 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $189K.
State Street SPDR Portfolio S&P 500 ETF made up 1.19% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #19 holding.
Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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