SHJ
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Sharkey, Howes & Javer’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Sharkey, Howes & Javer’s Portfolio SPMB Stock Details SPMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$472K Sell
21,178
-1,346
-6% -$30K 0.06% 116
2026
Q1 		$504K Sell
22,524
-8,348
-27% -$188K 0.07% 111
2025
Q4 		$692K Sell
30,872
-15,007
-33% -$338K 0.09% 100
2025
Q3 		$1.03M Sell
45,879
-66,682
-59% -$1.48M 0.13% 83
2025
Q2 		$2.49M Sell
112,561
-35,712
-24% -$779K 0.33% 56
2025
Q1 		$3.27M Sell
148,273
-37,064
-20% -$806K 0.47% 44
2024
Q4 		$3.99M Buy
185,337
+25,160
+16% +$551K 0.56% 32
2024
Q3 		$3.61M Buy
160,177
+5,840
+4% +$130K 0.51% 34
2024
Q2 		$3.33M Buy
154,337
+17,839
+13% +$381K 0.54% 31
2024
Q1 		$2.96M Buy
136,498
+32,621
+31% +$708K 0.49% 37
2023
Q4 		$2.29M Sell
103,877
-2,204
-2% -$46.3K 0.4% 39
2023
Q3 		$2.21M Sell
106,081
-25,341
-19% -$543K 0.42% 41
2023
Q2 		$2.88M Buy
131,422
+96,334
+275% +$2.12M 0.55% 29
2023
Q1 		$778K Buy
+35,088
New +$776K 0.17% 63

Other funds holding SPMB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return