Lockerman Financial Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lockerman Financial Group, Inc.
- $73.5 Million
- Q3 2025
A detailed history of Lockerman Financial Group, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 35,561 shares of SPEM stock, worth $1.69 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
35,561
Previous 29,931
18.81%
Holding current value
$1.69 Million
Previous $1.28 Million
30.1%
% of portfolio
2.27%
Previous 1.84%
Shares
9 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
238MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio