Montz Harcus Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Montz Harcus Wealth Management's SPY Position: Q2 2026 in Review
Montz Harcus Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, selling an estimated $578K and leaving 47,755 shares worth $35.7M. The position accounts for 12.69% of the portfolio, ranked #2.
Montz Harcus Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Montz Harcus Wealth Management held 47,755 shares of State Street SPDR S&P 500 ETF Trust worth $35.7M as of Q2 2026.
- Montz Harcus Wealth Management sold 797 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $578K.
- State Street SPDR S&P 500 ETF Trust made up 12.69% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #2 holding.
- Montz Harcus Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.