Larson Financial Group’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $225K | Sell |
8,636
-2,313
| -21% | -$60.4K | 0.01% | 682 |
|
|
2025
Q4 | $284K | Sell |
10,949
-3,730
| -25% | -$97.8K | 0.01% | 617 |
|
|
2025
Q3 | $386K | Sell |
14,679
-7,516
| -34% | -$196K | 0.01% | 532 |
|
|
2025
Q2 | $578K | Sell |
22,195
-1,139
| -5% | -$29.4K | 0.02% | 396 |
|
|
2025
Q1 | $616K | Buy |
23,334
+2,497
| +12% | +$64.4K | 0.03% | 345 |
|
|
2024
Q4 | $527K | Sell |
20,837
-301
| -1% | -$7.75K | 0.03% | 343 |
|
|
2024
Q3 | $556K | Buy |
21,138
+798
| +4% | +$20.6K | 0.03% | 319 |
|
|
2024
Q2 | $517K | Buy |
20,340
+1,245
| +7% | +$31.5K | 0.04% | 269 |
|
|
2024
Q1 | $489K | Sell |
19,095
-789
| -4% | -$20.2K | 0.04% | 245 |
|
|
2023
Q4 | $508K | Sell |
19,884
-855
| -4% | -$21.4K | 0.04% | 219 |
|
|
2023
Q3 | $515K | Sell |
20,739
-334
| -2% | -$8.47K | 0.05% | 191 |
|
|
2023
Q2 | $545K | Buy |
21,073
+1,307
| +7% | +$34.2K | 0.05% | 188 |
|
|
2023
Q1 | $527K | Buy |
19,766
+47
| +0.2% | +$1.23K | 0.06% | 193 |
|
|
2022
Q4 | $508K | Sell |
19,719
-8,372
| -30% | -$216K | 0.06% | 188 |
|
|
2022
Q3 | $712K | Sell |
28,091
-65,061
| -70% | -$1.78M | 0.1% | 149 |
|
|
2022
Q2 | $2.56M | Sell |
93,152
-635
| -0.7% | -$18.2K | 0.44% | 39 |
|
|
2022
Q1 | $2.84M | Sell |
93,787
-6,203
| -6% | -$190K | 0.45% | 38 |
|
|
2021
Q4 | $3.15M | Buy |
99,990
+2,568
| +3% | +$80.7K | 0.5% | 39 |
|
|
2021
Q3 | $3.03M | Sell |
97,422
-483
| -0.5% | -$15.2K | 0.6% | 32 |
|
|
2021
Q2 | $3.05M | Buy |
97,905
+1,075
| +1% | +$33.2K | 0.71% | 28 |
|
|
2021
Q1 | $2.96M | Sell |
96,830
-1,090
| -1% | -$33.6K | 0.87% | 24 |
|
|
2020
Q4 | $3.05M | Sell |
97,920
-7,533
| -7% | -$232K | 1.04% | 23 |
|
|
2020
Q3 | $3.25M | Sell |
105,453
-33,686
| -24% | -$1.04M | 1.34% | 20 |
|
|
2020
Q2 | $4.19M | Sell |
139,139
-1,541
| -1% | -$45.9K | 1.99% | 15 |
|
|
2020
Q1 | $4.08M | Sell |
140,680
-42,523
| -23% | -$1.23M | 2.56% | 11 |
|
|
2019
Q4 | $5.23M | Buy |
183,203
+27,530
| +18% | +$784K | 3.01% | 11 |
|
|
2019
Q3 | $4.44M | Buy |
155,673
+8,503
| +6% | +$242K | 2.9% | 11 |
|
|
2019
Q2 | $4.16M | Buy |
147,170
+19,704
| +15% | +$549K | 3.09% | 12 |
|
|
2019
Q1 | $3.55M | Buy |
127,466
+12,664
| +11% | +$346K | 2.81% | 12 |
|
|
2018
Q4 | $3.09M | Buy |
114,802
+7,638
| +7% | +$205K | 2.86% | 12 |
|
|
2018
Q3 | $2.92M | Buy |
107,164
+7,752
| +8% | +$213K | 3.34% | 11 |
|
|
2018
Q2 | $2.76M | Buy |
99,412
+18,656
| +23% | +$515K | 3.18% | 11 |
|
|
2018
Q1 | $2.25M | Buy |
80,756
+56,966
| +239% | +$1.58M | 2.64% | 11 |
|
|
2017
Q4 | $669K | Buy |
+23,790
| New | +$671K | 0.56% | 31 |
|
Other funds holding SPIP
CFS
PFA
3AM
HFS
