CERY — SPDR SER TR

Ownership history in LOCKERMAN FINANCIAL GROUP, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, INC. reported a position in SPDR SER TR (CERY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.09% (2025 Q4)
Avg. % of fund
0.96%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 19,923 -9,879 -33.1% 1.09% $569K $28.55
2025 Q3 ADDED 29,802 +12,917 +76.5% 1.08% $854K $27.32
2025 Q2 REDUCED 16,885 -7,982 -32.1% 0.62% $460K $25.96
2025 Q1 INITIATED 24,867 — — 1.04% $689K $26.42
% of Fund (quarterly)    CERY price (monthly, adj. close)

Other funds also holding CERY

As of 2025 Q4 — sorted by position size

International Private Wealth Advisors LLC 1.84% LANDMARK WEALTH MANAGEMENT, INC. 1.18% Aspire Private Capital, LLC 3Y 7Y 0.97% Raleigh Capital Management Inc. 3Y 0.78% Cambria Investment Management, L.P. 3Y 7Y 0.72% Austin Private Wealth, LLC 3Y 0.63% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.43% Private Advisory Group LLC 3Y 7Y 0.31% WealthPoint Financial, LLC 0.27% Leo Wealth, LLC 0.25%
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