COLTON GROOME FINANCIAL ADVISORS, LLC SPAB — SPDR SER TR

Ownership history in COLTON GROOME FINANCIAL ADVISORS, LLC  ·  22 quarters on record

AI Ownership Summary

COLTON GROOME FINANCIAL ADVISORS, LLC reported SPDR SER TR (SPAB) in 22 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.37% in 2025 Q1. The latest visible filing shows SPAB at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COLTON GROOME FINANCIAL ADVISORS, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SPAB was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPAB stock page COLTON GROOME FINANCIAL ADVISORS, LLC fund profile COLTON GROOME FINANCIAL ADVISORS, LLC full holdings
How COLTON GROOME FINANCIAL ADVISORS, LLC held SPAB — position size vs. price
% of Fund (quarterly)    SPAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 15,840 -2,000 -11.2% 0.09% $386K 2026-10-06 $24.30
2026 Q2 ADDED — — — 17,840 +225 +1.3% 0.11% $455K 2026-07-22 $24.89
2026 Q1 REDUCED 38.9% +1.1% ❌ 17,615 -11,230 -38.9% 0.13% $451K 2026-04-30 $25.02
2025 Q4 REDUCED 7.3% +0.1% ❌ 28,845 -2,275 -7.3% 0.21% $743K 2026-02-10 $25.18
2025 Q3 ADDED — — — 31,120 +200 +0.6% 0.25% $804K 2025-10-30 $24.91
2025 Q2 REDUCED 17.3% +2.1% ❌ 30,920 -6,480 -17.3% 0.27% $792K 2025-07-16 $24.02
2025 Q1 ADDED — — — 37,400 +17,344 +86.5% 0.37% $956K 2025-05-15 $23.77
2024 Q4 ADDED — — — 20,056 +10,689 +114.1% 0.19% $501K 2025-01-23 $23.28
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPAB

As of 2026 Q3 — sorted by position size

WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 4.6% LEGACY SOLUTIONS, LLC 2.08% SigFig Wealth Management, LLC 3Y 7Y 0.4% First Financial Bank - Trust Division 3Y 7Y 0.15% Planning Strategies Inc. 0.04% Heartwood Wealth Advisors LLC 3Y 0.02% Rosenberg Matthew Hamilton 3Y 0.02% Olistico Wealth, LLC 3Y 0.01% MJT & Associates Financial Advisory Group, Inc. 0.0%

FAQ About COLTON GROOME FINANCIAL ADVISORS, LLC and SPAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has COLTON GROOME FINANCIAL ADVISORS, LLC reported owning SPAB?

COLTON GROOME FINANCIAL ADVISORS, LLC reported SPAB across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported SPAB position in COLTON GROOME FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for SPAB was 0.37% in 2025 Q1.

What is the latest reported SPAB position on this page?

The most recent filing on this page is 2026 Q3, when COLTON GROOME FINANCIAL ADVISORS, LLC reported 15,840 shares, equal to 0.09% of portfolio, with an estimated market value of $386K.

What does the chart on this SPAB ownership page compare?

The chart compares COLTON GROOME FINANCIAL ADVISORS, LLC's quarterly SPAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COLTON GROOME FINANCIAL ADVISORS, LLC time their SPAB position?

Based on 13F filing dates vs. subsequent SPAB price moves, COLTON GROOME FINANCIAL ADVISORS, LLC correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on SPAB relative to SPY over the holding period was +135.5%.

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