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 $5.43 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
126,960
Previous 181,479
30.04%
Holding current value
$5.43 Million
Previous $7.14 Million
24.05%
% of portfolio
0.8%
Previous 1.09%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
916Shares Held
208MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$970 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$795 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$458 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$281 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$272 Million0.08% of portfolio