Montz Harcus Wealth Management LLC 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 Portfolio stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 229,796 shares of SPMD stock, worth $12.9 Million. This represents 5.82% of its overall portfolio holdings.

Number of Shares

229,796

Previous 224,188 2.5%

Holding current value

$12.9 Million

Previous $12.2 Million 7.8%

% of portfolio

5.82%

Previous 5.96%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$54.43 - $58.29 $305,243 - $326,890	5,608 Added 2.5%	229,796 $13.1 Million
Q2 2025 Jul 21, 2025	BUY	$44.89 - $54.38 $442,346 - $535,860	9,854 Added 4.6%	224,188 $12.2 Million
Q1 2025 Apr 21, 2025	BUY	$50.21 - $57.73 $339,720 - $390,601	6,766 Added 3.26%	214,334 $11 Million
Q4 2024 Jan 29, 2025	BUY	$54.13 - $59.56 $236,764 - $260,515	4,374 Added 2.15%	207,568 $11.4 Million
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

805

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Montz Harcus Wealth Management LLC Spdr Portfolio Transaction History