Lockerman Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$860K Buy
2025
Q2
$798K Buy
2025
Q1
$721K Sell
2024
Q4
$761K Buy
2024
Q3
$743K Buy
2024
Q2
$681K Hold
2024
Q1
$654K Buy
2023
Q4
$295K Buy
2022
Q1
Sell
2021
Q4
$335K Buy