Montz Harcus Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History

Montz Harcus Wealth Management LLC

  • $146 Million
  • Q1 2024

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 159,672 shares of SPSM stock, worth $6.6 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares
159,672
Previous 147,670 8.13%
Holding current value
$6.6 Million
Previous $6.23 Million 10.34%
% of portfolio
4.7%
Previous 4.76%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$36.34 - $39.85 $11,301 - $12,393
311 Added 0.36%
86,004 $0
Q3 2022

Nov 02, 2022
BUY
N/A
2,015 Added 2.41%
85,693 $2.92 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-6,138 Reduced 6.83%
83,678 $3.01 Million
Q1 2022

May 05, 2022
BUY
N/A
6,623 Added 7.96%
89,816 $3.78 Million
Q4 2021

Mar 24, 2022
BUY
N/A
83,193 New
83,193 $3.72 Million

Others Institutions Holding SPSM

# of Institutions
803
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
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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