Sharkey, Howes & Javer Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sharkey, Howes & Javer
- $678 Million
- Q2 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 126,960 shares of SPEM stock, worth $6.03 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
126,960
Previous 181,479
30.04%
Holding current value
$6.03 Million
Previous $7.14 Million
24.05%
% of portfolio
0.8%
Previous 1.09%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
956Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.09 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$854 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$554 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$519 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$318 Million1.42% of portfolio