Lockerman Financial Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Lockerman Financial Group, Inc.
- $73.5 Million
- Q3 2025
A detailed history of Lockerman Financial Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 23,596 shares of SPSM stock, worth $1.08 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
23,596
Previous 13,261
77.94%
Holding current value
$1.08 Million
Previous $564,000
93.62%
% of portfolio
1.49%
Previous 0.81%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
206MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio