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Spdr Ser Tr shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of Spdr Ser Tr (CERY) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Sharkey, Howes & Javer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 101k 28.65
2025-06-30 $1.8M 66k 27.23
2025-03-31 $3.7M 132k 27.71

More positions owned by Sharkey, Howes & Javer

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Sharkey, Howes & Javer

Top funds holding Spdr Ser Tr

State Street Corporation
LPL Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Assetmark
Cambria Investment Management
Austin Private Wealth
Park Avenue Securities
Aspire Private Capital
Empowered Funds
Advisor Group Holdings
Landmark Wealth Management
Raymond James Financial
Leo Wealth
Private Advisory

View all funds holding Spdr Ser Tr