LFG
Larson Financial Group’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Sell |
105,733
-12,175
| -10% | -$912K | 0.32% | 72 |
|
|
2025
Q1 | $8.02M | Sell |
117,908
-10,671
| -8% | -$726K | 0.38% | 59 |
|
|
2024
Q4 | $9.18M | Sell |
128,579
-11,084
| -8% | -$792K | 0.47% | 49 |
|
|
2024
Q3 | $9.78M | Sell |
139,663
-8,259
| -6% | -$579K | 0.55% | 41 |
|
|
2024
Q2 | $9.81M | Sell |
147,922
-6,741
| -4% | -$447K | 0.67% | 35 |
|
|
2024
Q1 | $9.92M | Sell |
154,663
-9,645
| -6% | -$619K | 0.77% | 32 |
|
|
2023
Q4 | $9.6M | Sell |
164,308
-4,134
| -2% | -$242K | 0.84% | 30 |
|
|
2023
Q3 | $8.84M | Sell |
168,442
-2,625
| -2% | -$138K | 0.87% | 27 |
|
|
2023
Q2 | $9.31M | Sell |
171,067
-7,829
| -4% | -$426K | 0.93% | 27 |
|
|
2023
Q1 | $9.02M | Buy |
178,896
+927
| +0.5% | +$46.7K | 0.98% | 26 |
|
|
2022
Q4 | $8.42M | Sell |
177,969
-9,628
| -5% | -$455K | 1.01% | 25 |
|
|
2022
Q3 | $8.28M | Buy |
187,597
+244
| +0.1% | +$10.8K | 1.18% | 18 |
|
|
2022
Q2 | $8.71M | Buy |
187,353
+624
| +0.3% | +$29K | 1.51% | 19 |
|
|
2022
Q1 | $10.4M | Buy |
186,729
+586
| +0.3% | +$32.6K | 1.66% | 16 |
|
|
2021
Q4 | $10.9M | Buy |
186,143
+168
| +0.1% | +$9.82K | 1.73% | 17 |
|
|
2021
Q3 | $9.86M | Sell |
185,975
-1,399
| -0.7% | -$74.1K | 1.96% | 14 |
|
|
2021
Q2 | $9.93M | Buy |
187,374
+845
| +0.5% | +$44.8K | 2.31% | 11 |
|
|
2021
Q1 | $9.18M | Sell |
186,529
-4,302
| -2% | -$212K | 2.7% | 7 |
|
|
2020
Q4 | $8.8M | Sell |
190,831
-7,932
| -4% | -$366K | 2.99% | 5 |
|
|
2020
Q3 | $8.13M | Buy |
198,763
+10,148
| +5% | +$415K | 3.34% | 5 |
|
|
2020
Q2 | $7.13M | Sell |
188,615
-5,833
| -3% | -$220K | 3.39% | 9 |
|
|
2020
Q1 | $6.12M | Buy |
194,448
+9,504
| +5% | +$299K | 3.82% | 8 |
|
|
2019
Q4 | $7.37M | Buy |
184,944
+2,857
| +2% | +$114K | 4.24% | 6 |
|
|
2019
Q3 | $6.69M | Buy |
182,087
+2,251
| +1% | +$82.7K | 4.37% | 6 |
|
|
2019
Q2 | $6.56M | Buy |
179,836
+9,975
| +6% | +$364K | 4.87% | 7 |
|
|
2019
Q1 | $5.98M | Buy |
169,861
+10,472
| +7% | +$368K | 4.74% | 7 |
|
|
2018
Q4 | $4.93M | Buy |
159,389
+19,493
| +14% | +$603K | 4.56% | 7 |
|
|
2018
Q3 | $5.06M | Sell |
139,896
-5,487
| -4% | -$199K | 5.79% | 5 |
|
|
2018
Q2 | $4.94M | Buy |
145,383
+5,578
| +4% | +$190K | 5.69% | 5 |
|
|
2018
Q1 | $4.59M | Buy |
139,805
+118,415
| +554% | +$3.89M | 5.39% | 5 |
|
|
2017
Q4 | $710K | Buy |
+21,390
| New | +$710K | 0.6% | 30 |
|