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

Montz Harcus Wealth Management LLC

  • $169 Million
  • Q3 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 180,084 shares of SPSM stock, worth $8.59 Million. This represents 4.84% of its overall portfolio holdings.

Number of Shares
180,084
Previous 172,132 4.62%
Holding current value
$8.59 Million
Previous $7.15 Million 14.65%
% of portfolio
4.84%
Previous 4.68%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
893
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Montz Harcus Wealth Management LLC Portfolio

Follow Montz Harcus Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email