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

Sharkey, Howes & Javer

$676 Million
Q4 2024

A detailed history of Sharkey, Howes & Javer transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Sharkey, Howes & Javer holds 185,337 shares of SPMB stock, worth $4.05 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

185,337

Previous 160,177 15.71%

Holding current value

$4.05 Million

Previous $3.61 Million 10.7%

% of portfolio

0.59%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$21.43 - $22.55 $539,178 - $567,358	25,160 Added 15.71%	185,337 $3.99 Million
Q3 2024 Oct 21, 2024	BUY	$21.35 - $22.73 $124,684 - $132,743	5,840 Added 3.78%	160,177 $3.61 Million
Q2 2024 Jul 17, 2024	BUY	$20.97 - $21.76 $374,083 - $388,176	17,839 Added 13.07%	154,337 $3.33 Million
Q1 2024 Apr 18, 2024	BUY	$21.41 - $22.04 $698,415 - $718,966	32,621 Added 31.4%	136,498 $2.96 Million
Q4 2023 Jan 19, 2024	SELL	$20.11 - $22.18 $44,322 - $48,884	-2,204 Reduced 2.08%	103,877 $2.29 Million
Q3 2023 Oct 31, 2023	SELL	$20.73 - $21.96 $525,318 - $556,488	-25,341 Reduced 19.28%	106,081 $2.21 Million
Q2 2023 Jul 14, 2023	BUY	$21.68 - $22.43 $2.09 Million - $2.16 Million	96,334 Added 274.55%	131,422 $2.88 Million
Q1 2023 Apr 18, 2023	BUY	$21.47 - $22.62 $753,339 - $793,690	35,088 New	35,088 $778,000

Others Institutions Holding SPMB

# of Institutions

241

Shares Held

262M

Call Options Held

5.5K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

Ticker SPMB
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Sharkey, Howes & Javer Spdr Ser Tr Spdr Portfolio Mor Transaction History