A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 69,194 shares of SPDW stock, worth $2.38 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
69,194
Previous 66,937 3.37%
Holding current value
$2.38 Million
Previous $2.35 Million 10.65%
% of portfolio
0.97%
Previous 0.93%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$33.74 - $37.96 $76,151 - $85,675
2,257 Added 3.37%
69,194 $2.6 Million
Q2 2024

Jul 24, 2024

SELL
$34.2 - $36.64 $528,184 - $565,868
-15,444 Reduced 18.75%
66,937 $2.35 Million
Q1 2024

Apr 18, 2024

SELL
$32.85 - $35.9 $125,322 - $136,958
-3,815 Reduced 4.43%
82,381 $2.95 Million
Q4 2023

Jan 31, 2024

SELL
$29.46 - $34.07 $1.26 Million - $1.46 Million
-42,811 Reduced 33.19%
86,196 $2.93 Million
Q3 2023

Oct 23, 2023

SELL
$30.88 - $33.58 $1.13 Million - $1.23 Million
-36,509 Reduced 22.06%
129,007 $4 Million
Q2 2023

Jul 27, 2023

SELL
$31.7 - $33.66 $392,604 - $416,879
-12,385 Reduced 6.96%
165,516 $5.39 Million
Q1 2023

Apr 17, 2023

BUY
$29.83 - $32.71 $1.27 Million - $1.39 Million
42,543 Added 31.43%
177,901 $5.71 Million
Q4 2022

Jan 25, 2023

BUY
$25.7 - $31.02 $996,389 - $1.2 Million
38,770 Added 40.14%
135,358 $0
Q3 2022

Oct 20, 2022

SELL
$25.67 - $30.93 $1.49 Million - $1.8 Million
-58,229 Reduced 37.61%
96,588 $2.49 Million
Q2 2022

Jul 26, 2022

SELL
$28.57 - $34.74 $3.81 Million - $4.63 Million
-133,211 Reduced 46.25%
154,817 $4.47 Million
Q1 2022

Apr 18, 2022

BUY
$31.42 - $36.91 $422,379 - $496,181
13,443 Added 4.9%
288,028 $9.87 Million
Q4 2021

Jan 19, 2022

BUY
$35.28 - $37.98 $686,513 - $739,052
19,459 Added 7.63%
274,585 $10 Million
Q3 2021

Oct 18, 2021

SELL
$35.68 - $38.17 $847,043 - $906,155
-23,740 Reduced 8.51%
255,126 $9.24 Million
Q2 2021

Jul 21, 2021

BUY
$35.87 - $38.34 $143,766 - $153,666
4,008 Added 1.46%
278,866 $10.3 Million
Q1 2021

Apr 21, 2021

BUY
$33.6 - $35.9 $8.08 Million - $8.63 Million
240,381 Added 697.22%
274,858 $9.72 Million
Q4 2020

Jan 19, 2021

SELL
$28.3 - $34.03 $13.2 Million - $15.8 Million
-464,955 Reduced 93.1%
34,477 $1.16 Million
Q3 2020

Oct 23, 2020

SELL
$27.73 - $30.19 $32,055 - $34,899
-1,156 Reduced 0.23%
499,432 $14.6 Million
Q2 2020

Jul 14, 2020

BUY
$22.87 - $29.3 $8.44 Million - $10.8 Million
369,250 Added 281.14%
500,588 $13.8 Million
Q1 2020

Apr 13, 2020

SELL
$20.71 - $31.78 $3.56 Million - $5.47 Million
-171,972 Reduced 56.7%
131,338 $3.14 Million
Q4 2019

Jan 21, 2020

BUY
$28.52 - $31.66 $25,097 - $27,860
880 Added 0.29%
303,310 $9.51 Million
Q3 2019

Nov 12, 2019

BUY
$29.1 - $29.66 $8.8 Million - $8.97 Million
302,430 New
302,430 $9.3 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Colton Groome Financial Advisors, LLC Portfolio

Follow Colton Groome Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.