SHJ
SPYV icon

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

Sharkey, Howes & Javer’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.43M Buy
122,220
+3,452
+3% +$207K 0.9% 25
2026
Q1 		$6.72M Sell
118,768
-3,414
-3% -$198K 0.91% 27
2025
Q4 		$6.94M Buy
122,182
+42,262
+53% +$2.37M 0.88% 23
2025
Q3 		$4.42M Sell
79,920
-4,743
-6% -$255K 0.57% 34
2025
Q2 		$4.43M Buy
84,663
+7,051
+9% +$352K 0.59% 34
2025
Q1 		$3.96M Buy
77,612
+10,735
+16% +$557K 0.57% 36
2024
Q4 		$3.42M Buy
66,877
+5,605
+9% +$298K 0.48% 37
2024
Q3 		$3.24M Sell
61,272
-1,561
-2% -$79.4K 0.46% 38
2024
Q2 		$3.06M Sell
62,833
-1,081
-2% -$52.8K 0.49% 36
2024
Q1 		$3.2M Buy
63,914
+31,245
+96% +$1.49M 0.52% 32
2023
Q4 		$1.52M Sell
32,669
-3,020
-8% -$130K 0.27% 49
2023
Q3 		$1.47M Sell
35,689
-18,575
-34% -$805K 0.28% 52
2023
Q2 		$2.34M Sell
54,264
-26,911
-33% -$1.11M 0.44% 32
2023
Q1 		$3.31M Sell
81,175
-12,821
-14% -$519K 0.71% 27
2022
Q4 		$3.66M Sell
93,996
-58,871
-39% -$2.26M 0.84% 27
2022
Q3 		$5.27M Buy
152,867
+145,787
+2,059% +$5.53M 1.15% 20
2022
Q2 		$261K Hold
7,080
– – 0.06% 77
2022
Q1 		$296K Hold
7,080
– – 0.07% 68
2021
Q4 		$297K Hold
7,080
– – 0.07% 70
2021
Q3 		$276K Hold
7,080
– – 0.07% 70
2021
Q2 		$280K Hold
7,080
– – 0.07% 68
2021
Q1 		$268K Sell
7,080
-688
-9% -$24.9K 0.08% 67
2020
Q4 		$267K Hold
7,768
– – 0.09% 63
2020
Q3 		$235K Hold
7,768
– – 0.09% 63
2020
Q2 		$225K Sell
7,768
-688
-8% -$19.6K 0.1% 62
2020
Q1 		$219K Hold
8,456
– – 0.11% 55
2019
Q4 		$295K Hold
8,456
– – 0.12% 51
2019
Q3 		$270K Hold
8,456
– – 0.12% 49
2019
Q2 		$265K Hold
8,456
– – 0.12% 48
2019
Q1 		$256K Buy
8,456
+1,376
+19% +$40.6K 0.12% 49
2018
Q4 		$192K Hold
7,080
– – 0.13% 52
2018
Q3 		$220K Buy
+7,080
New +$218K 0.12% 47

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sharkey, Howes & Javer increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.9% in Q2 2026, buying an estimated $207K and bringing the position to 122,220 shares worth $7.43M. The position accounts for 0.9% of the portfolio, ranked #25.

Sharkey, Howes & Javer first reported a position in SPYV in Q3 2018 and has held it in 32 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Sharkey, Howes & Javer held 122,220 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.43M as of Q2 2026.
  • Sharkey, Howes & Javer bought 3,452 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $207K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.9% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #25 holding.
  • Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and has held it in 32 quarters since.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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