Montz Harcus Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Montz Harcus Wealth Management LLC

$146 Million
Q1 2024

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 143,091 shares of SPDW stock, worth $5.1 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

143,091

Previous 129,462 10.53%

Holding current value

$5.1 Million

Previous $4.4 Million 16.47%

% of portfolio

3.51%

Previous 3.36%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$32.85 - $35.9 $447,712 - $489,281	13,629 Added 10.53%	143,091 $5.13 Million
Q4 2023 Jan 22, 2024	BUY	$29.46 - $34.07 $329,333 - $380,868	11,179 Added 9.45%	129,462 $4.4 Million
Q3 2023 Nov 14, 2023	BUY	$30.88 - $33.58 $44,930 - $48,858	1,455 Added 1.25%	118,283 $3.67 Million
Q2 2023 Jul 21, 2023	BUY	$31.7 - $33.66 $249,383 - $264,803	7,867 Added 7.22%	116,828 $3.8 Million
Q1 2023 Apr 25, 2023	BUY	$29.83 - $32.71 $94,053 - $103,134	3,153 Added 2.98%	108,961 $3.5 Million

Q4 2022 Jan 20, 2023	BUY	$27.34 - $31.02 $274,056 - $310,944	10,024 Added 10.47%	105,808 $0
Q3 2022 Nov 02, 2022	BUY	N/A	3,885 Added 4.23%	95,784 $2.47 Million
Q2 2022 Jul 18, 2022	BUY	N/A	5,796 Added 6.73%	91,899 $2.65 Million
Q1 2022 May 05, 2022	BUY	N/A	8,484 Added 10.93%	86,103 $2.95 Million
Q4 2021 Mar 24, 2022	BUY	N/A	77,619 New	77,619 $2.83 Million

Others Institutions Holding SPDW

# of Institutions

899

Shares Held

469M

Call Options Held

4.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Montz Harcus Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History