SPTL — SPDR SER TR

Ownership history in LOCKERMAN FINANCIAL GROUP, INC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, INC. reported a position in SPDR SER TR (SPTL). 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
1.5% (2025 Q4)
Avg. % of fund
0.72%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,502 +19,498 +194.9% 1.50% $781K $26.30
2025 Q2 ADDED 10,004 +2,426 +32.0% 0.36% $266K $25.78
2025 Q1 INITIATED 7,578 — — 0.31% $207K $26.17
% of Fund (quarterly)    SPTL price (monthly, adj. close)

Other funds also holding SPTL

As of 2025 Q4 — sorted by position size

MASON STREET ADVISORS, LLC 3Y 7Y 10.41% Appalachian Capital Management Ltd 7.61% One Day In July LLC 3Y 7.02% MCMORGAN & CO LLC 3Y 7Y 6.41% GLOBALT Investments LLC / GA 4.9% Avos Capital Management, LLC 4.64% Municipal Employees' Retirement System of Michigan 3Y 7Y 4.61% Roberts Financial Services LLC 3Y 7Y 4.36% Advocacy Wealth Management, LLC 3Y 7Y 4.24% Voya Financial Advisors, Inc. 3Y 7Y 4.03%
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