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Spdr Ser Tr spdr russel 2000 shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Montz Harcus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2M 180k 45.51
2024-06-30 $7.1M 172k 41.53
2024-03-31 $6.9M 160k 43.04
2023-12-31 $6.2M 148k 42.18
2023-09-30 $5.1M 138k 36.90
2023-06-30 $5.6M 143k 38.84
2023-03-31 $3.4M 89k 37.77
2022-12-31 $3.2M 86k 36.97
2022-09-30 $2.9M 86k 34.06
2022-06-30 $3.0M 84k 35.98
2022-03-31 $3.8M 90k 42.07
2021-12-31 $3.7M 83k 44.69