EMHC — SPDR SER TR

Ownership history in Sharkey, Howes & Javer  ·  6 quarters on record

This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in SPDR SER TR (EMHC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.35% (2025 Q1)
Avg. % of fund
0.27%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 72,250 -17,122 -19.2% 0.23% $1.8M $25.23
2025 Q3 REDUCED 89,372 -6,845 -7.1% 0.29% $2.3M $24.39
2025 Q2 REDUCED 96,217 -5,683 -5.6% 0.32% $2.4M $23.48
2025 Q1 ADDED 101,900 +41,896 +69.8% 0.35% $2.5M $22.69
2024 Q4 ADDED 60,004 +4,981 +9.1% 0.20% $1.4M $22.11
2024 Q3 INITIATED 55,023 — — 0.20% $1.4M $22.86
% of Fund (quarterly)    EMHC price (monthly, adj. close)

Other funds also holding EMHC

As of 2025 Q4 — sorted by position size

Aspire Private Capital, LLC 3Y 7Y 1.24% LANDMARK WEALTH MANAGEMENT, INC. 0.89% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.88% Hibernia Wealth Partners, LLC 0.86% Raleigh Capital Management Inc. 3Y 0.82% Austin Private Wealth, LLC 3Y 0.63% WealthPoint Financial, LLC 0.56% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.53% International Private Wealth Advisors LLC 0.35% Hobart Private Capital, LLC 3Y 0.31%
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