Montz Harcus Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34.3M | Buy |
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|
2025
Q2 | $30.5M | Buy |
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|
2025
Q1 | $26.6M | Buy |
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|
2024
Q4 | $27.4M | Buy |
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|
2024
Q3 | $25.9M | Buy |
|
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|
2024
Q2 | $21.8M | Sell |
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|
2024
Q1 | $21M | Sell |
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|
2023
Q4 | $20M | Sell |
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|
2023
Q3 | $18.8M | Buy |
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|
2023
Q2 | $18.9M | Buy |
|
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|
2023
Q1 | $17M | Buy |
|
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|
2022
Q4 | $15.4M | Buy |
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|
2022
Q3 | $14.2M | Buy |
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|
2022
Q2 | $14.7M | Buy |
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|
2022
Q1 | $17M | Buy |
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|
2021
Q4 | $17.5M | Buy |
|