Number of Shares
25,997.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
1.42%
Total Estimate Gain
$264,192.58
% of Total Estimate Gain
11.41%

LOCKERMAN FINANCIAL GROUP, INC.'s SPDR Portfolio Developed World ex-US ETF Holding Summary

As of 2025-06-30, LOCKERMAN FINANCIAL GROUP, INC. held 25,997.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $1.05 Mil. This investment constitutes 1.42% of their stock portfolio, and LOCKERMAN FINANCIAL GROUP, INC. now holds 0% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.

The initial trade took place in 2023Q1. And since then LOCKERMAN FINANCIAL GROUP, INC. has made 7 purchases of SPDW, at an average price of $34.72, for a total of 66,699.00 shares. In addition, there have been 3 sales at an average price of $37.70 for 40,702.00 shares. Based on historical transaction data and SPDW's current price of $40.22, LOCKERMAN FINANCIAL GROUP, INC.'s estimated gain on his SPDW holdings is $264,192.58, reflecting a 11.41% gain to date.

LOCKERMAN FINANCIAL GROUP, INC. SPDW ($40.22) Holding Chart

LOCKERMAN FINANCIAL GROUP, INC. SPDW ($40.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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