Lockerman Financial Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lockerman Financial Group, Inc.
- $69.6 Million
- Q2 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 29,931 shares of SPEM stock, worth $1.42 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
29,931
Previous 41,559
27.98%
Holding current value
$1.42 Million
Previous $1.64 Million
21.96%
% of portfolio
1.84%
Previous 2.66%
Shares
8 transactions
Others Institutions Holding SPEM
# of Institutions
957Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio