Spdr S&p 500 Etf shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27M | 47k | 573.75 |
| 2024-06-30 | $26M | 47k | 544.22 |
| 2024-03-31 | $24M | 45k | 523.07 |
| 2023-12-31 | $22M | 46k | 475.31 |
| 2023-09-30 | $21M | 48k | 427.48 |
| 2023-06-30 | $20M | 46k | 443.28 |
| 2023-03-31 | $19M | 46k | 409.39 |
| 2022-12-31 | $18M | 46k | 382.43 |
| 2022-09-30 | $16M | 45k | 357.18 |
| 2022-06-30 | $17M | 45k | 377.25 |
| 2022-03-31 | $20M | 44k | 451.63 |
| 2021-12-31 | $21M | 43k | 474.96 |
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