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 3,373 shares of SPYG stock, worth $353,524. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,373
Previous 2,993 12.7%
Holding current value
$353,524
Previous $285,000 23.51%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 20, 2025
BUY
$94.33 - $105.31 $35,845 - $40,017
380 Added 12.7%
3,373 $352,000
Q2 2025

Jul 21, 2025
BUY
$71.83 - $95.32 $214,987 - $285,292
2,993 New
2,993 $285,000

Others Institutions Holding SPYG

# of Institutions
1,388
Shares Held
337M
Call Options Held
247K
Put Options Held
165K
View Full List

About SPDR PORTFOLIO

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