LIA
LBMC Investment Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
21,036
-11,733
| -36% | -$853K | 0.11% | 75 |
|
|
2025
Q1 | $2.15M | Buy |
32,769
+3,460
| +12% | +$228K | 0.17% | 58 |
|
|
2024
Q4 | $2.02M | Buy |
29,309
+2,545
| +10% | +$175K | 0.16% | 53 |
|
|
2024
Q3 | $1.81M | Buy |
26,764
+11,090
| +71% | +$749K | 0.14% | 58 |
|
|
2024
Q2 | $1M | Hold |
15,674
| – | – | 0.09% | 73 |
|
|
2024
Q1 | $964K | Buy |
15,674
+1,285
| +9% | +$79.1K | 0.08% | 71 |
|
|
2023
Q4 | $804K | Buy |
14,389
+1,238
| +9% | +$69.2K | 0.08% | 72 |
|
|
2023
Q3 | $652K | Buy |
13,151
+7,771
| +144% | +$385K | 0.07% | 81 |
|
|
2023
Q2 | $280K | Hold |
5,380
| – | – | 0.03% | 126 |
|
|
2023
Q1 | $259K | Sell |
5,380
-11,787
| -69% | -$568K | 0.03% | 138 |
|
|
2022
Q4 | $772K | Buy |
17,167
+4,090
| +31% | +$184K | 0.08% | 67 |
|
|
2022
Q3 | $549K | Hold |
13,077
| – | – | 0.06% | 74 |
|
|
2022
Q2 | $580K | Buy |
+13,077
| New | +$580K | 0.06% | 74 |
|