LFG
Lockerman Financial Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
13,261
+6,068
| +84% | +$258K | 0.76% | 30 |
|
|
2025
Q1 | $293K | Buy |
7,193
+415
| +6% | +$16.9K | 0.44% | 78 |
|
|
2024
Q4 | $304K | Buy |
6,778
+251
| +4% | +$11.3K | 0.52% | 66 |
|
|
2024
Q3 | $297K | Sell |
6,527
-314
| -5% | -$14.3K | 0.5% | 71 |
|
|
2024
Q2 | $284K | Sell |
6,841
-1,268
| -16% | -$52.7K | 0.52% | 72 |
|
|
2024
Q1 | $349K | Buy |
8,109
+310
| +4% | +$13.3K | 0.67% | 45 |
|
|
2023
Q4 | $329K | Buy |
7,799
+1,708
| +28% | +$72K | 0.76% | 42 |
|
|
2023
Q3 | $225K | Buy |
+6,091
| New | +$225K | 0.6% | 66 |
|