Ownership history in Sharkey, Howes & Javer · 30 quarters on record
This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in SPDR S&P 500 Value (SPYV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 122,182 | +42,262 | +52.9% | 0.88% | $6.9M | $56.81 |
| 2025 Q3 | REDUCED | 79,920 | -4,743 | -5.6% | 0.57% | $4.4M | $55.03 |
| 2025 Q2 | ADDED | 84,663 | +7,051 | +9.1% | 0.59% | $4.4M | $51.81 |
| 2025 Q1 | ADDED | 77,612 | +10,735 | +16.1% | 0.57% | $4.0M | $50.30 |
| 2024 Q4 | ADDED | 66,877 | +5,605 | +9.1% | 0.48% | $3.4M | $50.19 |
| 2024 Q3 | REDUCED | 61,272 | -1,561 | -2.5% | 0.46% | $3.2M | $51.53 |
| 2024 Q2 | REDUCED | 62,833 | -1,081 | -1.7% | 0.49% | $3.1M | $47.27 |
| 2024 Q1 | ADDED | 63,914 | +31,245 | +95.6% | 0.52% | $3.2M | $48.30 |
| 2023 Q4 | REDUCED | 32,669 | -3,020 | -8.5% | 0.27% | $1.5M | $44.72 |
| 2023 Q3 | REDUCED | 35,689 | -18,575 | -34.2% | 0.28% | $1.5M | $39.37 |
As of 2025 Q4 — sorted by position size