Montz Harcus Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.6M | Buy |
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|
2025
Q2 | $28.8M | Buy |
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|
2025
Q1 | $26.1M | Sell |
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|
2024
Q4 | $27.7M | Buy |
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|
2024
Q3 | $26.9M | Sell |
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|
2024
Q2 | $25.5M | Buy |
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|
2024
Q1 | $23.7M | Sell |
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|
2023
Q4 | $21.8M | Sell |
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|
2023
Q3 | $20.5M | Buy |
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|
2023
Q2 | $20.4M | Buy |
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|
2023
Q1 | $18.7M | Sell |
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|
2022
Q4 | $17.6M | Buy |
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|
2022
Q3 | $16.2M | Buy |
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|
2022
Q2 | $16.9M | Buy |
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|
2022
Q1 | $19.8M | Buy |
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|
2021
Q4 | $20.5M | Buy |
|