EMHC — 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 (EMHC). 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
0.88% (2025 Q4)
Avg. % of fund
0.64%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,024 +791 +4.6% 0.88% $459K $25.23
2025 Q3 ADDED 17,233 +125 +0.7% 0.55% $434K $24.39
2025 Q2 ADDED 17,108 +1,330 +8.4% 0.57% $421K $23.48
2025 Q1 INITIATED 15,778 — — 0.58% $381K $22.69
% of Fund (quarterly)    EMHC price (monthly, adj. close)

Other funds also holding EMHC

As of 2025 Q4 — sorted by position size

Aspire Private Capital, LLC 3Y 7Y 1.24% LANDMARK WEALTH MANAGEMENT, INC. 0.89% Hibernia Wealth Partners, LLC 0.86% Raleigh Capital Management Inc. 3Y 0.82% Austin Private Wealth, LLC 3Y 0.63% WealthPoint Financial, LLC 0.56% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.53% International Private Wealth Advisors LLC 0.35% Hobart Private Capital, LLC 3Y 0.31% Sharkey, Howes & Javer 3Y 7Y 0.23%
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