Sharkey, Howes & Javer Spdr Portfolio Transaction History

Sharkey, Howes & Javer

$693 Million
Q4 2025

A detailed history of Sharkey, Howes & Javer transactions in Spdr Portfolio stock. As of the latest transaction made, Sharkey, Howes & Javer holds 46,948 shares of SPMD stock, worth $2.64 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

46,948

Previous 60,239 22.06%

Holding current value

$2.64 Million

Previous $3.45 Million 23.34%

% of portfolio

0.38%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$55.44 - $58.05 $736,853 - $771,542	-13,291 Reduced 22.06%	46,948 $2.64 Million
Q3 2025 Oct 10, 2025	SELL	$54.43 - $58.29 $602,866 - $645,620	-11,076 Reduced 15.53%	60,239 $3.45 Million
Q2 2025 Jul 10, 2025	BUY	$44.89 - $54.38 $388,612 - $470,767	8,657 Added 13.82%	71,315 $3.88 Million
Q1 2025 Apr 30, 2025	BUY	$50.21 - $57.73 $50,310 - $57,845	1,002 Added 1.63%	62,658 $3.21 Million
Q4 2024 Feb 05, 2025	BUY	$54.13 - $59.56 $302,153 - $332,463	5,582 Added 9.95%	61,656 $3.37 Million

Q3 2024 Oct 21, 2024	BUY	$50.29 - $54.92 $2.82 Million - $3.08 Million	56,074 New	56,074 $3.07 Million

Others Institutions Holding SPMD

# of Institutions

808

Shares Held

230M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Sharkey, Howes & Javer Spdr Portfolio Transaction History