SPDR SER TR

Ticker: MDYV CUSIP: 78464A839 Class: S&P 400 MDCP VAL

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 44,963 Value ($000) $3,806 Avg Close — Range —
Q3 2025
Shares 45,717 Value ($000) $3,813 Avg Close — Range —
Q2 2025
Shares 45,874 Value ($000) $3,644 Avg Close — Range —
Q1 2025
Shares 44,352 Value ($000) $3,417 Avg Close — Range —
Q4 2024
Shares 42,525 Value ($000) $3,411 Avg Close — Range —
Q3 2024
Shares 13,973 Value ($000) $1,110 Avg Close — Range —
Q2 2024
Shares 13,837 Value ($000) $1,009 Avg Close — Range —
Q1 2024
Shares 13,838 Value ($000) $1,052 Avg Close — Range —
Q4 2023
Shares 13,714 Value ($000) $1,006 Avg Close — Range —
Q3 2023
Shares 13,661 Value ($000) $886 Avg Close — Range —
Q2 2023
Shares 13,681 Value ($000) $941 Avg Close — Range —
Q1 2023
Shares 13,525 Value ($000) $894 Avg Close — Range —
Q4 2022
Shares 12,481 Value ($000) $808 Avg Close — Range —