LFG
Larson Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
29,447
+3,796
| +15% | +$2.35M | 0.73% | 26 |
|
|
2025
Q1 | $14.3M | Buy |
25,651
+4,369
| +21% | +$2.44M | 0.68% | 34 |
|
|
2024
Q4 | $12.5M | Buy |
21,282
+4,891
| +30% | +$2.87M | 0.64% | 31 |
|
|
2024
Q3 | $9.4M | Sell |
16,391
-1,564
| -9% | -$897K | 0.53% | 42 |
|
|
2024
Q2 | $9.77M | Buy |
17,955
+3,361
| +23% | +$1.83M | 0.67% | 36 |
|
|
2024
Q1 | $7.63M | Buy |
14,594
+4,800
| +49% | +$2.51M | 0.59% | 37 |
|
|
2023
Q4 | $4.66M | Sell |
9,794
-5,009
| -34% | -$2.38M | 0.41% | 49 |
|
|
2023
Q3 | $6.33M | Sell |
14,803
-3,288
| -18% | -$1.41M | 0.62% | 37 |
|
|
2023
Q2 | $8.02M | Buy |
18,091
+2,160
| +14% | +$958K | 0.8% | 30 |
|
|
2023
Q1 | $6.52M | Sell |
15,931
-3,821
| -19% | -$1.56M | 0.71% | 31 |
|
|
2022
Q4 | $7.55M | Sell |
19,752
-175
| -0.9% | -$66.9K | 0.9% | 28 |
|
|
2022
Q3 | $7.12M | Buy |
19,927
+11,810
| +145% | +$4.22M | 1.01% | 23 |
|
|
2022
Q2 | $3.06M | Buy |
8,117
+1,793
| +28% | +$676K | 0.53% | 35 |
|
|
2022
Q1 | $2.86M | Sell |
6,324
-6,098
| -49% | -$2.75M | 0.46% | 37 |
|
|
2021
Q4 | $5.9M | Buy |
12,422
+10,507
| +549% | +$4.99M | 0.94% | 28 |
|
|
2021
Q3 | $822K | Buy |
1,915
+624
| +48% | +$268K | 0.16% | 60 |
|
|
2021
Q2 | $553K | Sell |
1,291
-16
| -1% | -$6.85K | 0.13% | 69 |
|
|
2021
Q1 | $518K | Buy |
1,307
+68
| +5% | +$27K | 0.15% | 58 |
|
|
2020
Q4 | $463K | Sell |
1,239
-88
| -7% | -$32.9K | 0.16% | 61 |
|
|
2020
Q3 | $444K | Buy |
1,327
+35
| +3% | +$11.7K | 0.18% | 56 |
|
|
2020
Q2 | $398K | Buy |
1,292
+14
| +1% | +$4.31K | 0.19% | 65 |
|
|
2020
Q1 | $330K | Sell |
1,278
-15
| -1% | -$3.87K | 0.21% | 62 |
|
|
2019
Q4 | $416K | Buy |
1,293
+15
| +1% | +$4.83K | 0.24% | 54 |
|
|
2019
Q3 | $379K | Buy |
1,278
+18
| +1% | +$5.34K | 0.25% | 53 |
|
|
2019
Q2 | $369K | Buy |
1,260
+126
| +11% | +$36.9K | 0.27% | 39 |
|
|
2019
Q1 | $320K | Buy |
1,134
+1
| +0.1% | +$282 | 0.25% | 41 |
|
|
2018
Q4 | $283K | Buy |
1,133
+68
| +6% | +$17K | 0.26% | 40 |
|
|
2018
Q3 | $310K | Buy |
+1,065
| New | +$310K | 0.35% | 33 |
|
|
2018
Q2 | – | Sell |
-796
| Closed | -$210K | – | 50 |
|
|
2018
Q1 | $210K | Sell |
796
-707
| -47% | -$187K | 0.25% | 42 |
|
|
2017
Q4 | $401K | Buy |
+1,503
| New | +$401K | 0.34% | 48 |
|