Lockerman Financial Group, Inc. Spdr Portfolio Transaction History
Lockerman Financial Group, Inc.
- $69.6 Million
- Q2 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 8,530 shares of SPMD stock, worth $467,614. This represents 0.66% of its overall portfolio holdings.
Number of Shares
8,530
Previous 8,056
5.88%
Holding current value
$467,614
Previous $411,000
12.65%
% of portfolio
0.66%
Previous 0.67%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
761Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$718 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio