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

Sharkey, Howes & Javer

  • $691 Million
  • Q3 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 19,271 shares of SPDW stock, worth $834,048. This represents 0.12% of its overall portfolio holdings.

Number of Shares
19,271
Previous 131,162 85.31%
Holding current value
$834,048
Previous $5.31 Million 84.48%
% of portfolio
0.12%
Previous 0.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,170
Shares Held
585M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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