LOCKERMAN FINANCIAL GROUP, INC. SPTL β€” SPDR SER TR

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

AI Ownership Summary

LOCKERMAN FINANCIAL GROUP, INC. reported SPDR SER TR (SPTL) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.5% in 2025 Q4. The latest visible filing shows SPTL at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOCKERMAN FINANCIAL GROUP, INC.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPTL was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.5% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPTL stock page LOCKERMAN FINANCIAL GROUP, INC. fund profile LOCKERMAN FINANCIAL GROUP, INC. full holdings
How LOCKERMAN FINANCIAL GROUP, INC. held SPTL β€” position size vs. price
% of Fund (quarterly)    SPTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 18,535 -10,967 -37.2% 0.88% $487K 2026-04-14 $26.37
2025 Q4 ADDED β€” β€” β€” 29,502 +19,498 +194.9% 1.50% $781K 2026-01-21 $26.12
2025 Q2 ADDED β€” β€” β€” 10,004 +2,426 +32.0% 0.36% $266K 2025-07-18 $24.90
2025 Q1 INITIATED β€” β€” β€” 7,578 β€” β€” 0.31% $207K 2025-04-17 $25.18

🏒 Other funds also holding SPTL

As of 2026 Q1 β€” sorted by position size

MASON STREET ADVISORS, LLC 3Y 7Y 10.28% Impact Investors, Inc 9.45% J.E. Simmons & Co., P.C. 8.67% One Day In July LLC 3Y 7.48% Appalachian Capital Management Ltd 7.4% MCMORGAN & CO LLC 3Y 7Y 6.45% MA Private Wealth 3Y 7Y 6.25% Tennessee Valley Asset Management Partners 3Y 5.75% Targeted Financial Services LLC 4.29% Roberts Financial Services LLC 3Y 7Y 3.93%

FAQ About LOCKERMAN FINANCIAL GROUP, INC. and SPTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has LOCKERMAN FINANCIAL GROUP, INC. reported owning SPTL?

LOCKERMAN FINANCIAL GROUP, INC. reported SPTL across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SPTL position in LOCKERMAN FINANCIAL GROUP, INC.'s portfolio?

The largest reported portfolio weight for SPTL was 1.50% in 2025 Q4.

What is the latest reported SPTL position on this page?

The most recent filing on this page is 2026 Q1, when LOCKERMAN FINANCIAL GROUP, INC. reported 18,535 shares, equal to 0.88% of portfolio, with an estimated market value of $487K.

What does the chart on this SPTL ownership page compare?

The chart compares LOCKERMAN FINANCIAL GROUP, INC.'s quarterly SPTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LOCKERMAN FINANCIAL GROUP, INC. time their SPTL position?

Based on 13F filing dates vs. subsequent SPTL price moves, LOCKERMAN FINANCIAL GROUP, INC. correctly timed 2 out of 3 reported position changes (67%).

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