LFG
Larson Financial Group’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.67M | Sell |
377,793
-108,286
| -22% | -$2.77M | 0.39% | 61 |
|
|
2025
Q1 | $12.4M | Sell |
486,079
-43,112
| -8% | -$1.1M | 0.59% | 38 |
|
|
2024
Q4 | $13.2M | Sell |
529,191
-72,416
| -12% | -$1.81M | 0.68% | 29 |
|
|
2024
Q3 | $15.7M | Sell |
601,607
-49,249
| -8% | -$1.29M | 0.89% | 21 |
|
|
2024
Q2 | $16.3M | Sell |
650,856
-29,898
| -4% | -$750K | 1.11% | 17 |
|
|
2024
Q1 | $17.2M | Buy |
680,754
+36,700
| +6% | +$928K | 1.33% | 13 |
|
|
2023
Q4 | $16.5M | Sell |
644,054
-1,151
| -0.2% | -$29.5K | 1.44% | 12 |
|
|
2023
Q3 | $15.7M | Buy |
645,205
+44,282
| +7% | +$1.08M | 1.54% | 12 |
|
|
2023
Q2 | $15.2M | Buy |
600,923
+83,556
| +16% | +$2.12M | 1.52% | 13 |
|
|
2023
Q1 | $13.3M | Buy |
517,367
+72,164
| +16% | +$1.86M | 1.45% | 15 |
|
|
2022
Q4 | $11.2M | Sell |
445,203
-182,468
| -29% | -$4.59M | 1.34% | 19 |
|
|
2022
Q3 | $15.7M | Buy |
627,671
+31,583
| +5% | +$788K | 2.23% | 9 |
|
|
2022
Q2 | $15.7M | Buy |
596,088
+69,126
| +13% | +$1.82M | 2.72% | 10 |
|
|
2022
Q1 | $14.6M | Buy |
526,962
+94,024
| +22% | +$2.61M | 2.34% | 11 |
|
|
2021
Q4 | $12.8M | Buy |
432,938
+69,225
| +19% | +$2.05M | 2.03% | 12 |
|
|
2021
Q3 | $10.9M | Buy |
363,713
+29,399
| +9% | +$878K | 2.15% | 12 |
|
|
2021
Q2 | $10M | Buy |
334,314
+28,292
| +9% | +$849K | 2.33% | 10 |
|
|
2021
Q1 | $9.07M | Buy |
306,022
+34,692
| +13% | +$1.03M | 2.67% | 9 |
|
|
2020
Q4 | $8.35M | Buy |
271,330
+17,774
| +7% | +$547K | 2.84% | 7 |
|
|
2020
Q3 | $7.81M | Buy |
253,556
+11,791
| +5% | +$363K | 3.21% | 6 |
|
|
2020
Q2 | $7.46M | Buy |
241,765
+53,401
| +28% | +$1.65M | 3.55% | 7 |
|
|
2020
Q1 | $5.69M | Sell |
188,364
-45,696
| -20% | -$1.38M | 3.56% | 10 |
|
|
2019
Q4 | $6.88M | Buy |
234,060
+23,534
| +11% | +$691K | 3.96% | 9 |
|
|
2019
Q3 | $6.24M | Sell |
210,526
-24,466
| -10% | -$725K | 4.08% | 7 |
|
|
2019
Q2 | $6.86M | Buy |
234,992
+15,634
| +7% | +$456K | 5.09% | 6 |
|
|
2019
Q1 | $6.26M | Buy |
219,358
+14,368
| +7% | +$410K | 4.96% | 6 |
|
|
2018
Q4 | $5.71M | Buy |
204,990
+5,203
| +3% | +$145K | 5.28% | 5 |
|
|
2018
Q3 | $5.54M | Sell |
199,787
-2,223
| -1% | -$61.6K | 6.33% | 3 |
|
|
2018
Q2 | $5.63M | Sell |
202,010
-2,568
| -1% | -$71.6K | 6.49% | 3 |
|
|
2018
Q1 | $5.76M | Buy |
204,578
+165,261
| +420% | +$4.65M | 6.76% | 3 |
|
|
2017
Q4 | $1.13M | Buy |
+39,317
| New | +$1.13M | 0.95% | 21 |
|