Montz Harcus Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History

Montz Harcus Wealth Management LLC

  • $226 Million
  • Q3 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 6,792 shares of SLYV stock, worth $599,869. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,792
Previous 6,768 0.35%
Holding current value
$599,869
Previous $539,000 11.69%
% of portfolio
0.27%
Previous 0.26%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$79.39 - $90.39 $1,905 - $2,169
24 Added 0.35%
6,792 $602,000
Q2 2025

Jul 21, 2025
BUY
$67.03 - $80.35 $6,770 - $8,115
101 Added 1.51%
6,768 $539,000
Q1 2025

Apr 21, 2025
BUY
$77.33 - $90.16 $41,758 - $48,686
540 Added 8.81%
6,667 $522,000
Q4 2024

Jan 29, 2025
BUY
$84.34 - $95.14 $41,832 - $47,189
496 Added 8.81%
6,127 $534,000
Q3 2024

Oct 24, 2024
BUY
$77.23 - $87.97 $1,621 - $1,847
21 Added 0.37%
5,631 $488,000
Q2 2024

Jul 19, 2024
SELL
$76.01 - $82.53 $2,584 - $2,806
-34 Reduced 0.6%
5,610 $439,000
Q1 2024

May 07, 2024
BUY
$77.43 - $82.98 $78,204 - $83,809
1,010 Added 21.8%
5,644 $468,000
Q4 2023

Jan 22, 2024
BUY
$66.67 - $84.55 $10,867 - $13,781
163 Added 3.65%
4,634 $386,000
Q3 2023

Nov 14, 2023
SELL
$71.19 - $81.84 $90,268 - $103,773
-1,268 Reduced 22.09%
4,471 $323,000
Q2 2023

Jul 21, 2023
BUY
$71.23 - $78.02 $87,256 - $95,574
1,225 Added 27.14%
5,739 $442,000
Q1 2023

Apr 25, 2023
BUY
$72.3 - $86.64 $28,992 - $34,742
401 Added 9.75%
4,514 $343,000
Q4 2022

Jan 20, 2023
SELL
$68.86 - $79.8 $36,358 - $42,134
-528 Reduced 11.38%
4,113 $0
Q3 2022

Nov 02, 2022
BUY
$67.14 - $82.32 $3,424 - $4,198
51 Added 1.11%
4,641 $312,000
Q2 2022

Jul 18, 2022
BUY
$70.38 - $84.1 $66,086 - $78,969
939 Added 25.72%
4,590 $332,000
Q1 2022

May 05, 2022
BUY
$78.85 - $87.08 $57,560 - $63,568
730 Added 24.99%
3,651 $304,000
Q4 2021

Mar 24, 2022
BUY
$80.48 - $90.28 $235,082 - $263,707
2,921 New
2,921 $247,000

Others Institutions Holding SLYV

# of Institutions
634
Shares Held
33.5M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Montz Harcus Wealth Management LLC Portfolio

Follow Montz Harcus Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montz Harcus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email