Montz Harcus Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Montz Harcus Wealth Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.9M	Buy	454,084 +4,195	+0.9%	+$358K	14.2%	1
2026 Q1	$34.4M	Buy	449,889 +9,414	+2%	+$753K	13.91%	1
2025 Q4	$35.3M	Buy	440,475 +3,119	+0.7%	+$248K	14.32%	1
2025 Q3	$34.3M	Buy	437,356 +17,801	+4%	+$1.34M	14.95%	1
2025 Q2	$30.5M	Buy	419,555 +15,637	+4%	+$1.05M	14.72%	1
2025 Q1	$26.6M	Buy	403,918 +5,860	+1%	+$405K	14.51%	1
2024 Q4	$27.4M	Buy	398,058 +14,584	+4%	+$1.01M	15.34%	2
2024 Q3	$25.9M	Buy	383,474 +42,283	+12%	+$2.75M	15.13%	2
2024 Q2	$21.8M	Sell	341,191 -58	-0%	-$3.57K	14.16%	2
2024 Q1	$21M	Sell	341,249 -17,226	-5%	-$1.01M	14.21%	2
2023 Q4	$20M	Sell	358,475 -16,139	-4%	-$846K	15.3%	2
2023 Q3	$18.8M	Buy	374,614 +11,678	+3%	+$611K	16.08%	2
2023 Q2	$18.9M	Buy	362,936 +10,595	+3%	+$523K	15.65%	2
2023 Q1	$17M	Buy	352,341 +9,341	+3%	+$438K	15.68%	2
2022 Q4	$15.4M	Buy	343,000 +4,677	+1%	+$211K	15.3%	2
2022 Q3	$14.2M	Buy	338,323 +6,487	+2%	+$303K	15.65%	2
2022 Q2	$14.7M	Buy	331,836 +11,164	+3%	+$538K	15.51%	2
2022 Q1	$17M	Buy	320,672 +6,527	+2%	+$342K	15.29%	2
2021 Q4	$17.5M	Buy	+314,145	New	+$17M	15.36%	2

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Montz Harcus Wealth Management's SPYM Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.93% in Q2 2026, buying an estimated $358K and bringing the position to 454,084 shares worth $39.9M. The position accounts for 14.2% of the portfolio, ranked #1.

Montz Harcus Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Montz Harcus Wealth Management held 454,084 shares of State Street SPDR Portfolio S&P 500 ETF worth $39.9M as of Q2 2026.
Montz Harcus Wealth Management bought 4,195 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $358K.
State Street SPDR Portfolio S&P 500 ETF made up 14.2% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #1 holding.
Montz Harcus Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.