Sharkey, Howes & Javer SPY Holdings History
Sharkey, Howes & Javer's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Sharkey, Howes & Javer held 27,149.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $16.77 Mil. This investment constitutes 2.25% of their stock portfolio, and Sharkey, Howes & Javer now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q1. And since then Sharkey, Howes & Javer has made 16 purchases of SPY, at an average price of $511.33, for a total of 37,697.00 shares. In addition, there have been 10 sales at an average price of $540.28 for 10,548.00 shares. Based on historical transaction data and SPY's current price of $627.58, Sharkey, Howes & Javer's estimated gain on his SPY holdings is $3.46 Mil, reflecting a 17.96% gain to date.
Sharkey, Howes & Javer SPY ($627.58) Holding Chart
Sharkey, Howes & Javer SPY ($627.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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