Sharkey, Howes & Javer Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sharkey, Howes & Javer

$693 Million
Q4 2025

A detailed history of Sharkey, Howes & Javer transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sharkey, Howes & Javer holds 60,748 shares of SPDW stock, worth $2.66 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

60,748

Previous 19,271 215.23%

Holding current value

$2.66 Million

Previous $824,000 222.57%

% of portfolio

0.38%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$42.26 - $44.28 $1.75 Million - $1.84 Million	41,477 Added 215.23%	60,748 $2.66 Million
Q3 2025 Oct 10, 2025	SELL	$39.8 - $42.86 $4.45 Million - $4.8 Million	-111,891 Reduced 85.31%	19,271 $824,000
Q2 2025 Jul 10, 2025	BUY	$32.66 - $40.75 $534,807 - $667,281	16,375 Added 14.27%	131,162 $5.31 Million
Q1 2025 Apr 30, 2025	BUY	$33.84 - $37.77 $2.99 Million - $3.34 Million	88,382 Added 334.72%	114,787 $4.18 Million
Q4 2024 Feb 05, 2025	BUY	$34.13 - $37.35 $87,543 - $95,802	2,565 Added 10.76%	26,405 $901,000

Q3 2024 Oct 21, 2024	BUY	$33.74 - $37.96 $804,361 - $904,966	23,840 New	23,840 $895,000

Others Institutions Holding SPDW

# of Institutions

1,195

Shares Held

609M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Sharkey, Howes & Javer Spdr Ser Tr Fds Spdr Portfolio Transaction History