A detailed history of Lockerman Financial Group, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 8,538 shares of SPY stock, worth $5.08 Million. This represents 8.77% of its overall portfolio holdings.

Number of Shares
8,538
Previous 8,333 2.46%
Holding current value
$5.08 Million
Previous $4.53 Million 8.05%
% of portfolio
8.77%
Previous 8.68%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$517.38 - $573.86 $106,062 - $117,641
205 Added 2.46%
8,538 $4.9 Million
Q2 2024

Jul 16, 2024

SELL
$495.16 - $548.49 $197,073 - $218,299
-398 Reduced 4.56%
8,333 $4.53 Million
Q1 2024

Apr 15, 2024

SELL
$467.28 - $523.17 $47,662 - $53,363
-102 Reduced 1.15%
8,731 $4.57 Million
Q4 2023

Jan 18, 2024

BUY
$410.68 - $476.69 $204,518 - $237,391
498 Added 5.97%
8,833 $4.2 Million
Q3 2023

Oct 19, 2023

BUY
$425.88 - $457.79 $243,177 - $261,398
571 Added 7.35%
8,335 $3.56 Million
Q2 2023

Jul 20, 2023

BUY
$404.36 - $443.28 $151,230 - $165,786
374 Added 5.06%
7,764 $3.44 Million
Q1 2023

May 10, 2023

BUY
$379.5 - $416.78 $158,251 - $173,797
417 Added 5.98%
7,390 $3.03 Million
Q4 2022

Feb 07, 2023

BUY
$357.63 - $407.42 $44,346 - $50,520
124 Added 1.81%
6,973 $2.67 Million
Q3 2022

Oct 24, 2022

BUY
$357.18 - $429.7 $56,434 - $67,892
158 Added 2.36%
6,849 $2.45 Million
Q4 2021

May 10, 2022

BUY
$428.64 - $477.48 $2.87 Million - $3.19 Million
6,691 New
6,691 $3.18 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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