Montz Harcus Wealth Management LLC Spdr Portfolio Transaction History

Montz Harcus Wealth Management LLC

  • $169 Million
  • Q3 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 203,194 shares of SPMD stock, worth $11.1 Million. This represents 6.56% of its overall portfolio holdings.

Number of Shares
203,194
Previous 189,400 7.28%
Holding current value
$11.1 Million
Previous $9.72 Million 14.35%
% of portfolio
6.56%
Previous 6.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$50.29 - $54.92 $693,700 - $757,566
13,794 Added 7.28%
203,194 $11.1 Million
Q2 2024

Jul 19, 2024
BUY
$49.54 - $53.39 $344,402 - $371,167
6,952 Added 3.81%
189,400 $9.72 Million
Q1 2024

May 07, 2024
BUY
$47.16 - $53.34 $104,365 - $118,041
2,213 Added 1.23%
182,448 $9.73 Million
Q4 2023

Jan 22, 2024
BUY
$40.76 - $49.2 $16,670 - $20,122
409 Added 0.23%
180,235 $8.78 Million
Q3 2023

Nov 14, 2023
BUY
$43.23 - $47.8 $98,694 - $109,127
2,283 Added 1.29%
179,826 $7.87 Million
Q2 2023

Jul 21, 2023
BUY
$42.21 - $45.89 $226,498 - $246,245
5,366 Added 3.12%
177,543 $8.15 Million
Q1 2023

Apr 25, 2023
BUY
$41.67 - $47.74 $76,381 - $87,507
1,833 Added 1.08%
172,177 $7.57 Million
Q4 2022

Jan 20, 2023
BUY
$39.32 - $45.21 $75,219 - $86,486
1,913 Added 1.14%
170,344 $0
Q3 2022

Nov 02, 2022
BUY
$38.55 - $46.17 $106,667 - $127,752
2,767 Added 1.67%
168,431 $6.5 Million
Q2 2022

Jul 18, 2022
BUY
$38.67 - $47.45 $262,762 - $322,422
6,795 Added 4.28%
165,664 $6.58 Million
Q1 2022

May 05, 2022
BUY
$44.15 - $50.14 $321,412 - $365,019
7,280 Added 4.8%
158,869 $7.49 Million
Q4 2021

Mar 24, 2022
BUY
$46.63 - $50.95 $7.07 Million - $7.72 Million
151,589 New
151,589 $7.54 Million

Others Institutions Holding SPMD

# of Institutions
627
Shares Held
184M
Call Options Held
100
Put Options Held
300
View Full List

About SPDR PORTFOLIO

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