SPLG SPDR SERIES TRUST

Ownership history in Larson Financial Group LLC  ·  23 quarters on record

AI Ownership Summary

Larson Financial Group LLC reported SPDR SERIES TRUST (SPLG) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.09% in 2025 Q4. The latest visible filing shows SPLG at 6.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Larson Financial Group LLC's position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPLG was reported at 6.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Larson Financial Group LLC held SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,282,787 +204,057 +9.8% 6.09% $183.1M 2026-02-14 (Est.) $80.00
2025 Q3 ADDED 2,078,730 +451,641 +27.8% 5.69% $162.8M 2025-11-14 $78.62
2025 Q2 ADDED 1,627,089 +1,157,453 +246.5% 4.73% $118.3M 2025-08-08 $74.33
2025 Q1 ADDED 469,636 +99,315 +26.8% 1.46% $30.9M 2025-05-02 $65.88
2024 Q4 REDUCED 370,321 -25,948 -6.5% 1.32% $25.5M 2025-02-07 $69.65
2024 Q3 ADDED 396,269 +34,689 +9.6% 1.52% $26.8M 2024-11-12 $68.96
2024 Q2 ADDED 361,580 +86,851 +31.6% 1.58% $23.1M 2024-08-02 $61.37
2024 Q1 ADDED 274,729 +11,401 +4.3% 1.31% $16.9M 2024-05-03 $58.66
2023 Q4 ADDED 263,328 +11,072 +4.4% 1.29% $14.7M 2024-02-01 $55.96
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Larson Financial Group LLC and SPLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Larson Financial Group LLC reported owning SPLG?

Larson Financial Group LLC reported SPLG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPLG position in Larson Financial Group LLC's portfolio?

The largest reported portfolio weight for SPLG was 6.09% in 2025 Q4.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2025 Q4, when Larson Financial Group LLC reported 2,282,787 shares, equal to 6.09% of portfolio, with an estimated market value of $183.1M.

What does the chart on this SPLG ownership page compare?

The chart compares Larson Financial Group LLC's quarterly SPLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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