Lockerman Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Lockerman Financial Group’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$663K	Buy	9,817 +719	+8%	+$46.3K	1.01%	23
2026 Q1	$539K	Buy	9,098 +270	+3%	+$16.4K	0.97%	28
2025 Q4	$511K	Buy	8,828 +271	+3%	+$15.6K	0.98%	31
2025 Q3	$489K	Buy	8,557 +27	+0.3%	+$1.52K	0.62%	42
2025 Q2	$464K	Buy	8,530 +474	+6%	+$24.4K	0.62%	45
2025 Q1	$412K	Buy	8,056 +3,735	+86%	+$204K	0.62%	47
2024 Q4	$236K	Sell	4,321 -11	-0.3%	-$619	0.4%	88
2024 Q3	$237K	Buy	4,332 +14	+0.3%	+$740	0.4%	94
2024 Q2	$222K	Sell	4,318 -45	-1%	-$2.32K	0.4%	94
2024 Q1	$233K	Buy	+4,363	New	+$217K	0.45%	88

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return