Colton Groome Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Colton Groome Financial Advisors, LLC

$260 Million
Q4 2024

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 57,916 shares of SPEM stock, worth $2.28 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

57,916

Previous 51,549 12.35%

Holding current value

$2.28 Million

Previous $2.13 Million 4.47%

% of portfolio

0.85%

Previous 0.8%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$38.37 - $42.82 $244,301 - $272,634	6,367 Added 12.35%	57,916 $2.22 Million
Q3 2024 Oct 24, 2024	SELL	$36.02 - $41.68 $143,107 - $165,594	-3,973 Reduced 7.16%	51,549 $2.13 Million
Q2 2024 Jul 24, 2024	SELL	$35.3 - $38.79 $227,755 - $250,273	-6,452 Reduced 10.41%	55,522 $2.09 Million
Q1 2024 Apr 18, 2024	SELL	$33.69 - $36.47 $583,039 - $631,149	-17,306 Reduced 21.83%	61,974 $2.24 Million
Q4 2023 Jan 31, 2024	SELL	$32.26 - $35.46 $982,252 - $1.08 Million	-30,448 Reduced 27.75%	79,280 $2.81 Million
Q3 2023 Oct 23, 2023	SELL	$33.36 - $36.37 $637,309 - $694,812	-19,104 Reduced 14.83%	109,728 $3.68 Million
Q2 2023 Jul 27, 2023	SELL	$33.2 - $35.75 $606,464 - $653,045	-18,267 Reduced 12.42%	128,832 $4.43 Million
Q1 2023 Apr 17, 2023	BUY	$32.49 - $36.44 $2.18 Million - $2.44 Million	67,051 Added 83.76%	147,099 $5.02 Million
Q4 2022 Jan 25, 2023	BUY	$30.18 - $34.51 $258,340 - $295,405	8,560 Added 11.97%	80,048 $0
Q3 2022 Oct 20, 2022	SELL	$31.04 - $35.55 $680,179 - $779,007	-21,913 Reduced 23.46%	71,488 $2.22 Million
Q2 2022 Jul 26, 2022	SELL	$33.85 - $40.03 $2.59 Million - $3.06 Million	-76,558 Reduced 45.04%	93,401 $3.25 Million
Q1 2022 Apr 18, 2022	BUY	$35.69 - $43.02 $6.07 Million - $7.31 Million	169,959 New	169,959 $6.57 Million
Q4 2021 Jan 19, 2022	SELL	$40.07 - $44.51 $521,791 - $579,609	-13,022 Closed	0 $0
Q3 2021 Oct 18, 2021	BUY	$41.44 - $45.27 $16,203 - $17,700	391 Added 3.1%	13,022 $554,000
Q2 2021 Jul 21, 2021	BUY	$42.87 - $46.35 $87,926 - $95,063	2,051 Added 19.39%	12,631 $575,000
Q1 2021 Apr 21, 2021	SELL	$42.41 - $47.37 $4.5 Million - $5.03 Million	-106,146 Reduced 90.94%	10,580 $463,000
Q4 2020 Jan 19, 2021	BUY	$36.44 - $42.49 $557,787 - $650,394	15,307 Added 15.09%	116,726 $4.92 Million
Q3 2020 Oct 23, 2020	SELL	$33.84 - $37.9 $24,703 - $27,667	-730 Reduced 0.71%	101,419 $3.71 Million
Q2 2020 Jul 14, 2020	BUY	$27.38 - $34.3 $2.8 Million - $3.5 Million	102,149 New	102,149 $3.42 Million

Others Institutions Holding SPEM

# of Institutions

878

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Colton Groome Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History