XLSR SSGA ACTIVE TR

Ownership history in LOCKERMAN FINANCIAL GROUP, INC.  ·  12 quarters on record

This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, INC. reported a position in SSGA ACTIVE TR (XLSR). 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
4.53% (2025 Q4)
Avg. % of fund
1.86%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,878 +921 +2.5% 4.53% $2.4M $62.31
2025 Q3 REDUCED 36,957 -139 -0.4% 2.78% $2.2M $59.53
2025 Q2 ADDED 37,096 +2,305 +6.6% 2.74% $2.0M $54.76
2025 Q1 ADDED 34,791 +20,759 +147.9% 2.67% $1.8M $50.53
2024 Q4 REDUCED 14,032 -38 -0.3% 1.28% $750K $53.10
2024 Q3 REDUCED 14,070 -75 -0.5% 1.23% $729K $51.44
2024 Q2 REDUCED 14,145 -388 -2.7% 1.31% $720K $50.40
2024 Q1 ADDED 14,533 +9 +0.1% 1.39% $725K $49.28
2023 Q4 ADDED 14,524 +3,060 +26.7% 1.54% $665K $45.15
2023 Q3 ADDED 11,464 +3,836 +50.3% 1.27% $473K $40.73
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% of Fund (quarterly)    XLSR price (monthly, adj. close)
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