Montz Harcus Wealth Management LLC Spdr Portfolio S&P 600 Small C 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 600 Small C stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 217,701 shares of SPSM stock, worth $9.69 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares
217,701
Previous 203,119 7.18%
Holding current value
$9.69 Million
Previous $8.28 Million 12.02%
% of portfolio
4.53%
Previous 4.57%

Shares

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

Jul 21, 2025
BUY
$35.35 - $42.68 $515,473 - $622,359
14,582 Added 7.18%
217,701 $9.27 Million
Q1 2025

Apr 21, 2025
BUY
$40.03 - $46.81 $648,205 - $757,994
16,193 Added 8.66%
203,119 $8.28 Million
Q4 2024

Jan 29, 2025
BUY
$44.33 - $49.55 $303,305 - $339,021
6,842 Added 3.8%
186,926 $8.4 Million
Q3 2024

Oct 24, 2024
BUY
$41.02 - $46.01 $326,191 - $365,871
7,952 Added 4.62%
180,084 $8.2 Million
Q2 2024

Jul 19, 2024
BUY
$39.75 - $43.15 $495,285 - $537,649
12,460 Added 7.8%
172,132 $7.15 Million
Q1 2024

May 07, 2024
BUY
$39.85 - $43.04 $478,279 - $516,566
12,002 Added 8.13%
159,672 $6.87 Million
Q4 2023

Jan 22, 2024
BUY
$34.3 - $42.83 $347,459 - $433,867
10,130 Added 7.37%
147,670 $6.23 Million
Q3 2023

Nov 14, 2023
SELL
$36.35 - $41.02 $200,506 - $226,266
-5,516 Reduced 3.86%
137,540 $5.08 Million
Q2 2023

Jul 21, 2023
BUY
$35.57 - $38.94 $1.93 Million - $2.11 Million
54,282 Added 61.15%
143,056 $5.56 Million
Q1 2023

Apr 25, 2023
BUY
$36.04 - $42.08 $99,830 - $116,561
2,770 Added 3.22%
88,774 $3.35 Million
Q4 2022

Jan 20, 2023
BUY
$34.79 - $39.85 $10,819 - $12,393
311 Added 0.36%
86,004 $0
Q3 2022

Nov 02, 2022
BUY
$33.99 - $41.52 $68,489 - $83,662
2,015 Added 2.41%
85,693 $2.92 Million
Q2 2022

Jul 18, 2022
SELL
$34.83 - $42.53 $213,786 - $261,049
-6,138 Reduced 6.83%
83,678 $3.01 Million
Q1 2022

May 05, 2022
BUY
$39.91 - $45.5 $264,323 - $301,346
6,623 Added 7.96%
89,816 $3.78 Million
Q4 2021

Mar 24, 2022
BUY
$42.23 - $46.94 $3.51 Million - $3.91 Million
83,193 New
83,193 $3.72 Million

Others Institutions Holding SPSM

# of Institutions
971
Shares Held
199M
Call Options Held
51.7K
Put Options Held
1.2K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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