Skip to main content
Livermore
Livermore
ZHEN

Lockerman Financial Group, Inc.

SEC CIK
0001906539
Latest filing
Jul 16, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Lockerman Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
6,455
Value
$4.82M
% of portfolio
7.4%
Quarters held
19
Since Q4 2021
Holdings of SPY by Lockerman Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,455$4.82M7.4%+1,434+28.6%AddedHolders
Q1 20265,021$3.27M5.9%−818−14.0%ReducedHolders
Q4 20255,839$3.98M7.6%−6,650−53.2%ReducedHolders
Q3 202512,489$8.32M10.5%+1,957+18.6%AddedHolders
Q2 202510,532$6.51M8.8%+1,081+11.4%AddedHolders
Q1 20259,451$5.29M8.0%+1,123+13.5%AddedHolders
Q4 20248,328$4.88M8.3%−210−2.5%ReducedHolders
Q3 20248,538$4.90M8.3%+205+2.5%AddedHolders
Q2 20248,333$4.53M8.2%−398−4.6%ReducedHolders
Q1 20248,731$4.57M8.7%−102−1.2%ReducedHolders
Q4 20238,833$4.20M9.7%+498+6.0%AddedHolders
Q3 20238,335$3.56M9.6%+571+7.4%AddedHolders
Q2 20237,764$3.44M9.6%+374+5.1%AddedHolders
Q1 20237,390$3.03M8.3%+417+6.0%AddedHolders
Q4 20226,973$2.67M7.8%+124+1.8%AddedHolders
Q3 20226,849$2.45M7.0%+158+2.4%AddedHolders
Q2 20226,691$2.52M8.1%00.0%UnchangedHolders
Q1 20226,691$3.02M8.2%00.0%UnchangedHolders
Q4 20216,691$3.18M8.3%–No prior filingHolders