Montz Harcus Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 419,555 shares of SPLG stock, worth $32.2 Million. This represents 14.91% of its overall portfolio holdings.

Number of Shares
419,555
Previous 403,918 3.87%
Holding current value
$32.2 Million
Previous $26.6 Million 14.82%
% of portfolio
14.91%
Previous 14.68%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$58.41 - $72.69 $913,357 - $1.14 Million
15,637 Added 3.87%
419,555 $30.5 Million
Q1 2025

Apr 21, 2025
BUY
$64.88 - $72.1 $380,196 - $422,505
5,860 Added 1.47%
403,918 $26.6 Million
Q4 2024

Jan 29, 2025
BUY
$66.77 - $71.52 $973,773 - $1.04 Million
14,584 Added 3.8%
398,058 $27.4 Million
Q3 2024

Oct 24, 2024
BUY
$60.84 - $67.51 $2.57 Million - $2.85 Million
42,283 Added 12.39%
383,474 $25.9 Million
Q2 2024

Jul 19, 2024
SELL
$58.24 - $64.51 $3,377 - $3,741
-58 Reduced 0.02%
341,191 $21.8 Million
Q1 2024

May 07, 2024
SELL
$54.97 - $61.53 $946,913 - $1.06 Million
-17,226 Reduced 4.81%
341,249 $21 Million
Q4 2023

Jan 22, 2024
SELL
$48.29 - $56.08 $779,352 - $905,075
-16,139 Reduced 4.31%
358,475 $20 Million
Q3 2023

Nov 14, 2023
BUY
$50.09 - $53.81 $584,951 - $628,393
11,678 Added 3.22%
374,614 $18.8 Million
Q2 2023

Jul 21, 2023
BUY
$47.56 - $52.11 $503,898 - $552,105
10,595 Added 3.01%
362,936 $18.9 Million
Q1 2023

Apr 25, 2023
BUY
$44.61 - $48.99 $416,702 - $457,615
9,341 Added 2.72%
352,341 $17 Million
Q4 2022

Jan 20, 2023
BUY
$41.93 - $47.9 $196,106 - $224,028
4,677 Added 1.38%
343,000 $0
Q3 2022

Nov 02, 2022
BUY
$41.99 - $50.54 $272,389 - $327,852
6,487 Added 1.95%
338,323 $14.2 Million
Q2 2022

Jul 18, 2022
BUY
$43.16 - $53.73 $481,838 - $599,841
11,164 Added 3.48%
331,836 $14.7 Million
Q1 2022

May 05, 2022
BUY
$48.98 - $56.19 $319,692 - $366,752
6,527 Added 2.08%
320,672 $17 Million
Q4 2021

Mar 24, 2022
BUY
$50.43 - $56.16 $15.8 Million - $17.6 Million
314,145 New
314,145 $17.5 Million

Others Institutions Holding SPLG

# of Institutions
1,483
Shares Held
728M
Call Options Held
1.37M
Put Options Held
949K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

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