Montz Harcus Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Montz Harcus Wealth Management LLC

  • $226 Million
  • Q3 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 224,277 shares of SPDW stock, worth $9.81 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares
224,277
Previous 213,902 4.85%
Holding current value
$9.81 Million
Previous $8.66 Million 10.81%
% of portfolio
4.25%
Previous 4.23%

Shares

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

Oct 20, 2025
BUY
$39.8 - $42.86 $412,924 - $444,672
10,375 Added 4.85%
224,277 $9.6 Million
Q2 2025

Jul 21, 2025
BUY
$32.66 - $40.75 $920,130 - $1.15 Million
28,173 Added 15.17%
213,902 $8.66 Million
Q1 2025

Apr 21, 2025
BUY
$33.84 - $37.77 $557,446 - $622,185
16,473 Added 9.73%
185,729 $6.76 Million
Q4 2024

Jan 29, 2025
BUY
$34.13 - $37.35 $394,064 - $431,243
11,546 Added 7.32%
169,256 $5.78 Million
Q3 2024

Oct 24, 2024
BUY
$33.74 - $37.96 $372,894 - $419,533
11,052 Added 7.54%
157,710 $5.92 Million
Q2 2024

Jul 19, 2024
BUY
$34.2 - $36.64 $121,991 - $130,694
3,567 Added 2.49%
146,658 $5.14 Million
Q1 2024

May 07, 2024
BUY
$32.85 - $35.9 $447,712 - $489,281
13,629 Added 10.53%
143,091 $5.13 Million
Q4 2023

Jan 22, 2024
BUY
$29.46 - $34.07 $329,333 - $380,868
11,179 Added 9.45%
129,462 $4.4 Million
Q3 2023

Nov 14, 2023
BUY
$30.88 - $33.58 $44,930 - $48,858
1,455 Added 1.25%
118,283 $3.67 Million
Q2 2023

Jul 21, 2023
BUY
$31.7 - $33.66 $249,383 - $264,803
7,867 Added 7.22%
116,828 $3.8 Million
Q1 2023

Apr 25, 2023
BUY
$29.83 - $32.71 $94,053 - $103,134
3,153 Added 2.98%
108,961 $3.5 Million
Q4 2022

Jan 20, 2023
BUY
$25.7 - $31.02 $257,616 - $310,944
10,024 Added 10.47%
105,808 $0
Q3 2022

Nov 02, 2022
BUY
$25.67 - $30.93 $99,727 - $120,163
3,885 Added 4.23%
95,784 $2.47 Million
Q2 2022

Jul 18, 2022
BUY
$28.57 - $34.74 $165,591 - $201,353
5,796 Added 6.73%
91,899 $2.65 Million
Q1 2022

May 05, 2022
BUY
$31.42 - $36.91 $266,567 - $313,144
8,484 Added 10.93%
86,103 $2.95 Million
Q4 2021

Mar 24, 2022
BUY
$35.28 - $37.98 $2.74 Million - $2.95 Million
77,619 New
77,619 $2.83 Million

Others Institutions Holding SPDW

# of Institutions
1,192
Shares Held
607M
Call Options Held
5.2K
Put Options Held
13K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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