LFG
Larson Financial Group’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
34,419
-8,242
| -19% | -$249K | 0.04% | 286 |
|
|
2025
Q1 | $1.28M | Sell |
42,661
-6,027
| -12% | -$181K | 0.06% | 235 |
|
|
2024
Q4 | $1.45M | Sell |
48,688
-7,654
| -14% | -$229K | 0.08% | 203 |
|
|
2024
Q3 | $1.71M | Sell |
56,342
-3,465
| -6% | -$105K | 0.1% | 180 |
|
|
2024
Q2 | $1.78M | Sell |
59,807
-8,271
| -12% | -$246K | 0.12% | 145 |
|
|
2024
Q1 | $2.03M | Sell |
68,078
-4,419
| -6% | -$132K | 0.16% | 121 |
|
|
2023
Q4 | $2.16M | Sell |
72,497
-2,632
| -4% | -$78.4K | 0.19% | 95 |
|
|
2023
Q3 | $2.2M | Sell |
75,129
-3,676
| -5% | -$108K | 0.22% | 91 |
|
|
2023
Q2 | $2.32M | Sell |
78,805
-1,963
| -2% | -$57.8K | 0.23% | 82 |
|
|
2023
Q1 | $2.39M | Sell |
80,768
-1,958
| -2% | -$58K | 0.26% | 76 |
|
|
2022
Q4 | $2.43M | Sell |
82,726
-35,826
| -30% | -$1.05M | 0.29% | 71 |
|
|
2022
Q3 | $3.46M | Sell |
118,552
-733
| -0.6% | -$21.4K | 0.49% | 39 |
|
|
2022
Q2 | $3.55M | Buy |
119,285
+1,222
| +1% | +$36.3K | 0.61% | 33 |
|
|
2022
Q1 | $3.56M | Buy |
118,063
+437
| +0.4% | +$13.2K | 0.57% | 35 |
|
|
2021
Q4 | $3.64M | Sell |
117,626
-1,133
| -1% | -$35.1K | 0.58% | 36 |
|
|
2021
Q3 | $3.71M | Sell |
118,759
-1,544
| -1% | -$48.2K | 0.74% | 28 |
|
|
2021
Q2 | $3.77M | Sell |
120,303
-3,603
| -3% | -$113K | 0.87% | 25 |
|
|
2021
Q1 | $3.88M | Sell |
123,906
-3,175
| -2% | -$99.4K | 1.14% | 21 |
|
|
2020
Q4 | $3.99M | Sell |
127,081
-13,434
| -10% | -$422K | 1.36% | 20 |
|
|
2020
Q3 | $4.41M | Sell |
140,515
-15,756
| -10% | -$494K | 1.81% | 16 |
|
|
2020
Q2 | $4.9M | Buy |
156,271
+24,119
| +18% | +$756K | 2.33% | 14 |
|
|
2020
Q1 | $4M | Sell |
132,152
-24,343
| -16% | -$736K | 2.5% | 13 |
|
|
2019
Q4 | $4.83M | Buy |
156,495
+22,061
| +16% | +$680K | 2.78% | 13 |
|
|
2019
Q3 | $4.15M | Sell |
134,434
-9,499
| -7% | -$293K | 2.71% | 12 |
|
|
2019
Q2 | $4.43M | Buy |
143,933
+15,452
| +12% | +$476K | 3.29% | 11 |
|
|
2019
Q1 | $3.93M | Buy |
128,481
+23,652
| +23% | +$723K | 3.11% | 11 |
|
|
2018
Q4 | $3.16M | Sell |
104,829
-4,086
| -4% | -$123K | 2.92% | 11 |
|
|
2018
Q3 | $3.29M | Buy |
108,915
+7,028
| +7% | +$212K | 3.76% | 9 |
|
|
2018
Q2 | $3.07M | Buy |
101,887
+11,996
| +13% | +$362K | 3.54% | 10 |
|
|
2018
Q1 | $2.72M | Buy |
89,891
+52,679
| +142% | +$1.59M | 3.19% | 10 |
|
|
2017
Q4 | $1.13M | Buy |
+37,212
| New | +$1.13M | 0.95% | 20 |
|