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Spdr Ser Tr shares owned by Sharkey, Howes & Javer

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

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

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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 $2.3M 89k 25.19
2025-06-30 $2.4M 96k 24.61
2025-03-31 $2.5M 102k 24.16
2024-12-31 $1.4M 60k 23.78
2024-09-30 $1.4M 55k 25.11

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

LPL Financial
Envestnet Asset Management
Assetmark
Envestnet Portfolio Solutions
Advisor Group Holdings
Austin Private Wealth
Aspire Private Capital
Park Avenue Securities
Goss Wealth Management
Cambridge Investment Research Advisors
Landmark Wealth Management
Sharkey, Howes & Javer
Raleigh Capital Management
HighTower Advisors
Cetera Investment Advisers

View all funds holding Spdr Ser Tr