SHJ
SPYM

Sharkey, Howes & Javer’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sharkey, Howes & Javer’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.64M Buy
30,077
+16,295
+118% +$1.39M 0.32% 47
2026
Q1 		$1.05M Buy
13,782
+3,681
+36% +$294K 0.14% 80
2025
Q4 		$810K Buy
10,101
+4,094
+68% +$326K 0.1% 88
2025
Q3 		$471K Buy
+6,007
New +$453K 0.06% 115

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sharkey, Howes & Javer's SPYM Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 118% in Q2 2026, buying an estimated $1.39M and bringing the position to 30,077 shares worth $2.64M. The position accounts for 0.32% of the portfolio, ranked #47.

Sharkey, Howes & Javer first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Sharkey, Howes & Javer held 30,077 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.64M as of Q2 2026.
  • Sharkey, Howes & Javer bought 16,295 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.39M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.32% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #47 holding.
  • Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.