Montz Harcus Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History

Montz Harcus Wealth Management LLC

$205 Million
Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 6,768 shares of SLYV stock, worth $595,110. This represents 0.26% of its overall portfolio holdings.

Number of Shares

6,768

Previous 6,667 1.51%

Holding current value

$595,110

Previous $522,000 3.26%

% of portfolio

0.26%

Previous 0.29%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$67.03 - $80.35 $6,770 - $8,115	101 Added 1.51%	6,768 $539,000
Q1 2025 Apr 21, 2025	BUY	$77.33 - $90.16 $41,758 - $48,686	540 Added 8.81%	6,667 $522,000
Q4 2024 Jan 29, 2025	BUY	$84.34 - $95.14 $41,832 - $47,189	496 Added 8.81%	6,127 $534,000
Q3 2024 Oct 24, 2024	BUY	$77.23 - $87.97 $1,621 - $1,847	21 Added 0.37%	5,631 $488,000
Q2 2024 Jul 19, 2024	SELL	$76.01 - $82.53 $2,584 - $2,806	-34 Reduced 0.6%	5,610 $439,000
Q1 2024 May 07, 2024	BUY	$77.43 - $82.98 $78,204 - $83,809	1,010 Added 21.8%	5,644 $468,000
Q4 2023 Jan 22, 2024	BUY	$66.67 - $84.55 $10,867 - $13,781	163 Added 3.65%	4,634 $386,000
Q3 2023 Nov 14, 2023	SELL	$71.19 - $81.84 $90,268 - $103,773	-1,268 Reduced 22.09%	4,471 $323,000
Q2 2023 Jul 21, 2023	BUY	$71.23 - $78.02 $87,256 - $95,574	1,225 Added 27.14%	5,739 $442,000
Q1 2023 Apr 25, 2023	BUY	$72.3 - $86.64 $28,992 - $34,742	401 Added 9.75%	4,514 $343,000
Q4 2022 Jan 20, 2023	SELL	$68.86 - $79.8 $36,358 - $42,134	-528 Reduced 11.38%	4,113 $0
Q3 2022 Nov 02, 2022	BUY	$67.14 - $82.32 $3,424 - $4,198	51 Added 1.11%	4,641 $312,000
Q2 2022 Jul 18, 2022	BUY	$70.38 - $84.1 $66,086 - $78,969	939 Added 25.72%	4,590 $332,000
Q1 2022 May 05, 2022	BUY	$78.85 - $87.08 $57,560 - $63,568	730 Added 24.99%	3,651 $304,000
Q4 2021 Mar 24, 2022	BUY	$80.48 - $90.28 $235,082 - $263,707	2,921 New	2,921 $247,000

Others Institutions Holding SLYV

# of Institutions

614

Shares Held

33.3M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

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.

Account

Montz Harcus Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History