Sharkey, Howes & Javer Spdr Portfolio S&P 600 Small C Transaction History

Sharkey, Howes & Javer

$654 Million
Q1 2025

A detailed history of Sharkey, Howes & Javer transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sharkey, Howes & Javer holds 128,875 shares of SPSM stock, worth $5.3 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

128,875

Previous 109,145 18.08%

Holding current value

$5.3 Million

Previous $4.9 Million 7.14%

% of portfolio

0.8%

Previous 0.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$40.03 - $46.81 $789,791 - $923,561	19,730 Added 18.08%	128,875 $5.25 Million
Q4 2024 Feb 05, 2025	BUY	$44.33 - $49.55 $416,790 - $465,869	9,402 Added 9.43%	109,145 $4.9 Million
Q3 2024 Oct 21, 2024	BUY	$41.02 - $46.01 $4.09 Million - $4.59 Million	99,743 New	99,743 $4.54 Million
Q4 2023 Jan 19, 2024	SELL	$34.3 - $42.83 $5,933 - $7,409	-173 Reduced 3.04%	5,515 $232,000
Q3 2023 Oct 31, 2023	SELL	$36.35 - $41.02 $19,374 - $21,863	-533 Reduced 8.57%	5,688 $209,000
Q2 2023 Jul 14, 2023	BUY	$35.57 - $38.94 $221,280 - $242,245	6,221 New	6,221 $241,000

Others Institutions Holding SPSM

# of Institutions

967

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

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Sharkey, Howes & Javer Spdr Portfolio S&P 600 Small C Transaction History