Lockerman Financial Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Lockerman Financial Group, Inc.

$55.8 Million
Q4 2024

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 21,532 shares of SPDW stock, worth $768,477. This represents 1.32% of its overall portfolio holdings.

Number of Shares

21,532

Previous 20,660 4.22%

Holding current value

$768,477

Previous $775,000 5.29%

% of portfolio

1.32%

Previous 1.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$34.13 - $37.35 $29,761 - $32,569	872 Added 4.22%	21,532 $734,000
Q3 2024 Oct 15, 2024	SELL	$33.74 - $37.96 $269,717 - $303,452	-7,994 Reduced 27.9%	20,660 $775,000
Q2 2024 Jul 16, 2024	BUY	$34.2 - $36.64 $228,695 - $245,011	6,687 Added 30.44%	28,654 $1.01 Million
Q1 2024 Apr 15, 2024	BUY	$32.85 - $35.9 $133,765 - $146,184	4,072 Added 22.75%	21,967 $787,000
Q4 2023 Jan 18, 2024	BUY	$29.46 - $34.07 $179,823 - $207,963	6,104 Added 51.77%	17,895 $608,000
Q3 2023 Oct 19, 2023	BUY	$30.88 - $33.58 $122,037 - $132,708	3,952 Added 50.41%	11,791 $365,000
Q2 2023 Jul 20, 2023	SELL	$31.7 - $33.66 $36,518 - $38,776	-1,152 Reduced 12.81%	7,839 $255,000
Q1 2023 May 10, 2023	BUY	$29.83 - $32.71 $268,201 - $294,095	8,991 New	8,991 $288,000

Others Institutions Holding SPDW

# of Institutions

956

Shares Held

489M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lockerman Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lockerman Financial Group, Inc. with notifications on news.

Account

Lockerman Financial Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History