LFG
Larson Financial Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4M | Sell |
126,845
-21,479
| -14% | -$915K | 0.22% | 96 |
|
|
2025
Q1 | $6.05M | Sell |
148,324
-10,984
| -7% | -$448K | 0.29% | 70 |
|
|
2024
Q4 | $7.16M | Sell |
159,308
-9,316
| -6% | -$418K | 0.37% | 59 |
|
|
2024
Q3 | $7.67M | Sell |
168,624
-9,132
| -5% | -$416K | 0.44% | 48 |
|
|
2024
Q2 | $7.38M | Sell |
177,756
-7,355
| -4% | -$305K | 0.5% | 44 |
|
|
2024
Q1 | $7.97M | Sell |
185,111
-15,726
| -8% | -$677K | 0.62% | 35 |
|
|
2023
Q4 | $8.47M | Buy |
200,837
+6,482
| +3% | +$273K | 0.74% | 33 |
|
|
2023
Q3 | $7.17M | Sell |
194,355
-4,815
| -2% | -$178K | 0.71% | 31 |
|
|
2023
Q2 | $7.74M | Sell |
199,170
-2,521
| -1% | -$97.9K | 0.77% | 31 |
|
|
2023
Q1 | $7.62M | Sell |
201,691
-6,647
| -3% | -$251K | 0.83% | 28 |
|
|
2022
Q4 | $7.7M | Sell |
208,338
-28,219
| -12% | -$1.04M | 0.92% | 27 |
|
|
2022
Q3 | $8.06M | Sell |
236,557
-5,610
| -2% | -$191K | 1.15% | 19 |
|
|
2022
Q2 | $8.71M | Sell |
242,167
-4,200
| -2% | -$151K | 1.51% | 18 |
|
|
2022
Q1 | $10.4M | Buy |
246,367
+23,059
| +10% | +$970K | 1.66% | 17 |
|
|
2021
Q4 | $9.98M | Buy |
223,308
+18,092
| +9% | +$809K | 1.58% | 18 |
|
|
2021
Q3 | $8.74M | Buy |
205,216
+14,177
| +7% | +$604K | 1.73% | 19 |
|
|
2021
Q2 | $8.39M | Buy |
191,039
+14,661
| +8% | +$644K | 1.95% | 16 |
|
|
2021
Q1 | $7.46M | Sell |
176,378
-16,046
| -8% | -$678K | 2.2% | 13 |
|
|
2020
Q4 | $6.89M | Sell |
192,424
-17,321
| -8% | -$620K | 2.34% | 12 |
|
|
2020
Q3 | $5.74M | Sell |
209,745
-73,621
| -26% | -$2.02M | 2.36% | 13 |
|
|
2020
Q2 | $7.53M | Buy |
283,366
+11,899
| +4% | +$316K | 3.58% | 6 |
|
|
2020
Q1 | $5.93M | Buy |
271,467
+99,478
| +58% | +$2.17M | 3.71% | 9 |
|
|
2019
Q4 | $5.61M | Buy |
171,989
+12,850
| +8% | +$419K | 3.23% | 10 |
|
|
2019
Q3 | $4.77M | Buy |
159,139
+6,195
| +4% | +$186K | 3.12% | 10 |
|
|
2019
Q2 | $4.69M | Buy |
152,944
+14,268
| +10% | +$437K | 3.48% | 10 |
|
|
2019
Q1 | $4.19M | Buy |
138,676
+17,199
| +14% | +$520K | 3.32% | 10 |
|
|
2018
Q4 | $3.2M | Buy |
121,477
+28,784
| +31% | +$759K | 2.96% | 10 |
|
|
2018
Q3 | $3.08M | Sell |
92,693
-5,807
| -6% | -$193K | 3.52% | 10 |
|
|
2018
Q2 | $3.18M | Sell |
98,500
-3,212
| -3% | -$104K | 3.66% | 9 |
|
|
2018
Q1 | $3.04M | Buy |
101,712
+88,039
| +644% | +$2.63M | 3.57% | 9 |
|
|
2017
Q4 | $412K | Buy |
+13,673
| New | +$412K | 0.35% | 47 |
|