SPLB — SPDR SERIES TRUST

Ownership history in Sharkey, Howes & Javer  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in SPDR SERIES TRUST (SPLB). 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
0.41% (2025 Q2)
Avg. % of fund
0.39%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 127,032 -8,091 -6.0% 0.38% $2.9M $22.53
2025 Q2 INITIATED 135,123 — — 0.41% $3.0M $21.70
% of Fund (quarterly)    SPLB price (monthly, adj. close)

Other funds also holding SPLB

As of 2025 Q4 — sorted by position size

NYL Investors LLC 3Y 7Y 11.18% Strategic Advocates LLC 4.75% Caitlin John, LLC 2.81% Spectrum Wealth Advisory Group, LLC 3Y 2.44% VAN STRUM & TOWNE INC. 3Y 7Y 1.69% Goldstone Financial Group, LLC 1.59% Hedeker Wealth, LLC 3Y 7Y 1.28% Collaborative Wealth Managment Inc. 3Y 0.84% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 0.67% Bramshill Investments, LLC 3Y 7Y 0.64%
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