Lockerman Financial Group, Inc. Spdr Portfolio Transaction History
Lockerman Financial Group, Inc.
- $73.5 Million
- Q3 2025
A detailed history of Lockerman Financial Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 8,557 shares of SPMD stock, worth $481,502. This represents 0.67% of its overall portfolio holdings.
Number of Shares
8,557
Previous 8,530
0.32%
Holding current value
$481,502
Previous $463,000
5.62%
% of portfolio
0.67%
Previous 0.66%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio