Colton Groome Financial Advisors, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Colton Groome Financial Advisors, LLC

$260 Million
Q4 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 5,150 shares of SPYX stock, worth $251,423. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,150

Previous 5,150 -0.0%

Holding current value

$251,423

Previous $243,000 1.65%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$42.38 - $47.25 $10,171 - $11,340	-240 Reduced 4.45%	5,150 $243,000
Q2 2024 Jul 24, 2024	SELL	$40.47 - $44.95 $2,023 - $2,247	-50 Reduced 0.92%	5,390 $240,000
Q1 2024 Apr 18, 2024	SELL	$38.19 - $42.8 $2,558 - $2,867	-67 Reduced 1.22%	5,440 $232,000
Q4 2023 Jan 31, 2024	BUY	$33.41 - $38.98 $183,988 - $214,662	5,507 New	5,507 $213,000
Q2 2023 Jul 27, 2023	SELL	$32.81 - $36.17 $491,132 - $541,428	-14,969 Reduced 72.61%	5,647 $204,000
Q1 2023 Apr 17, 2023	BUY	$31.18 - $96.11 $428,537 - $1.32 Million	13,744 Added 200.0%	20,616 $685,000
Q4 2022 Jan 25, 2023	BUY	$28.84 - $98.94 $663 - $2,275	23 Added 0.34%	6,872 $0
Q1 2022 Apr 18, 2022	BUY	$33.94 - $39.42 $232,455 - $269,987	6,849 New	6,849 $760,000

Others Institutions Holding SPYX

# of Institutions

231

Shares Held

17M

Call Options Held

Put Options Held

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About SPDR S&P 500 FOSSIL FUEL RESER

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Colton Groome Financial Advisors, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History