Lockerman Financial Group »

Spdr Ser Tr shares owned by Lockerman Financial Group

Quarter-by-quarter ownership of Spdr Ser Tr (CERY) shares owned by Lockerman Financial Group from 13F filings

Historical chart of Lockerman Financial Group investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Lockerman Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr by Lockerman Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $569k 20k 28.55
2025-09-30 $854k 30k 28.65
2025-06-30 $460k 17k 27.23
2025-03-31 $689k 25k 27.71

More positions owned by Lockerman Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ssga Active Tr State Street Us (XLSR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ssga Active Tr State Street Fix (FISR)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Masimo Corporation (MASI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
J P Morgan Exchange Traded F Global Sel Equit (JGLO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (SPSM)

View all positions for Lockerman Financial Group

Top funds holding Spdr Ser Tr

State Street Corporation
Envestnet Portfolio Solutions
LPL Financial
Envestnet Asset Management
Assetmark
Cambria Investment Management
Park Avenue Securities
Austin Private Wealth
Empowered Funds
Landmark Wealth Management
Raymond James Financial
Aspire Private Capital
Private Advisory
Leo Wealth
Cambridge Investment Research Advisors

View all funds holding Spdr Ser Tr