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 22,898 shares of SPEM stock, worth $1.09 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
22,898
Previous 22,115 3.54%
Holding current value
$1.09 Million
Previous $945,000 13.33%
% of portfolio
0.47%
Previous 0.46%

Shares

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

Oct 20, 2025
BUY
$42.67 - $46.91 $33,410 - $36,730
783 Added 3.54%
22,898 $1.07 Million
Q2 2025

Jul 21, 2025
BUY
$34.72 - $42.74 $51,107 - $62,913
1,472 Added 7.13%
22,115 $945,000
Q1 2025

Apr 21, 2025
BUY
$37.07 - $40.63 $98,865 - $108,360
2,667 Added 14.84%
20,643 $812,000
Q4 2024

Jan 29, 2025
BUY
$38.37 - $42.82 $69,027 - $77,033
1,799 Added 11.12%
17,976 $689,000
Q3 2024

Oct 24, 2024
BUY
$36.02 - $41.68 $18,766 - $21,715
521 Added 3.33%
16,177 $667,000
Q2 2024

Jul 19, 2024
BUY
$35.3 - $38.79 $32,511 - $35,725
921 Added 6.25%
15,656 $589,000
Q1 2024

May 07, 2024
BUY
$33.69 - $36.47 $54,240 - $58,716
1,610 Added 12.27%
14,735 $533,000
Q4 2023

Jan 22, 2024
BUY
$32.26 - $35.46 $47,712 - $52,445
1,479 Added 12.7%
13,125 $464,000
Q3 2023

Nov 14, 2023
SELL
$33.36 - $36.37 $2,301 - $2,509
-69 Reduced 0.59%
11,646 $390,000
Q2 2023

Jul 21, 2023
BUY
$33.2 - $35.75 $10,790 - $11,618
325 Added 2.85%
11,715 $402,000
Q1 2023

Apr 25, 2023
BUY
$32.49 - $36.44 $23,685 - $26,564
729 Added 6.84%
11,390 $388,000
Q4 2022

Jan 20, 2023
BUY
$30.18 - $34.51 $16,357 - $18,704
542 Added 5.36%
10,661 $0
Q3 2022

Nov 02, 2022
BUY
$31.04 - $35.55 $33,585 - $38,465
1,082 Added 11.97%
10,119 $314,000
Q2 2022

Jul 18, 2022
BUY
$33.85 - $40.03 $43,158 - $51,038
1,275 Added 16.43%
9,037 $314,000
Q1 2022

May 05, 2022
BUY
$35.69 - $43.02 $73,021 - $88,018
2,046 Added 35.79%
7,762 $300,000
Q4 2021

Mar 24, 2022
BUY
$40.07 - $44.51 $229,040 - $254,419
5,716 New
5,716 $237,000

Others Institutions Holding SPEM

# of Institutions
986
Shares Held
241M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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