LFG
SPYM

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

Lockerman Financial Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$982K Buy
11,174
+24
+0.2% +$2.05K 1.5% 16
2026
Q1 		$853K Buy
11,150
+168
+2% +$13.4K 1.54% 16
2025
Q4 		$881K Buy
10,982
+1
+0% +$80 1.69% 16
2025
Q3 		$860K Buy
10,981
+1
+0% +$75 1.08% 22
2025
Q2 		$798K Buy
10,980
+19
+0.2% +$1.28K 1.07% 22
2025
Q1 		$721K Sell
10,961
-72
-0.7% -$4.98K 1.09% 21
2024
Q4 		$761K Buy
11,033
+22
+0.2% +$1.52K 1.29% 18
2024
Q3 		$743K Buy
11,011
+378
+4% +$24.6K 1.26% 22
2024
Q2 		$681K Hold
10,633
– – 1.23% 21
2024
Q1 		$654K Buy
10,633
+5,361
+102% +$314K 1.25% 19
2023
Q4 		$295K Buy
+5,272
New +$276K 0.68% 47
2022
Q1 		– Sell
-6,007
Closed -$335K – 74
2021
Q4 		$335K Buy
+6,007
New +$324K 0.88% 32

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Lockerman Financial Group's SPYM Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.22% in Q2 2026, buying an estimated $2.05K and bringing the position to 11,174 shares worth $982K. The position accounts for 1.5% of the portfolio, ranked #16.

Lockerman Financial Group first reported a position in SPYM in Q4 2021 and has held it in 12 quarters since. 579 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Lockerman Financial Group held 11,174 shares of State Street SPDR Portfolio S&P 500 ETF worth $982K as of Q2 2026.
  • Lockerman Financial Group bought 24 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.05K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.5% of Lockerman Financial Group's portfolio in Q2 2026, its #16 holding.
  • Lockerman Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
  • 579 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.