Number of Shares
37,096.00
Current Holdings Value*
$2.04 Mil
% of Portfolio
2.74%
Total Estimate Gain
$252,249.80
% of Total Estimate Gain
13.78%

LOCKERMAN FINANCIAL GROUP, INC.'s SPDR SSGA U.S. Sector Rotation ETF Holding Summary

As of 2025-06-30, LOCKERMAN FINANCIAL GROUP, INC. held 37,096.00 shares of SPDR SSGA U.S. Sector Rotation ETF(XLSR), totaling $2.04 Mil. This investment constitutes 2.74% of their stock portfolio, and LOCKERMAN FINANCIAL GROUP, INC. now holds 0.27% of the outstanding SPDR SSGA U.S. Sector Rotation ETF(XLSR) stock.

The initial trade took place in 2023Q1. And since then LOCKERMAN FINANCIAL GROUP, INC. has made 7 purchases of XLSR, at an average price of $48.70, for a total of 37,597.00 shares. In addition, there have been 3 sales at an average price of $49.84 for 501.00 shares. Based on historical transaction data and XLSR's current price of $55.49, LOCKERMAN FINANCIAL GROUP, INC.'s estimated gain on his XLSR holdings is $252,249.80, reflecting a 13.78% gain to date.

LOCKERMAN FINANCIAL GROUP, INC. XLSR ($55.49) Holding Chart

LOCKERMAN FINANCIAL GROUP, INC. XLSR ($55.49) 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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