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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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All positions including Spdr S&p 500 Etf 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 S&p 500 Etf by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Montz Harcus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Montz Harcus Wealth Management

Top funds holding Spdr S&p 500 Etf

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Millennium Management
Royal Bank of Canada
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Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf