SPDR SER TR

Ticker: SPMD CUSIP: 78464A847 Class: PORTFOLIO S&P400

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

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

Q4 2025
Shares 232,656 Value ($000) $13,473 Avg Close — Range —
Q3 2025
Shares 229,796 Value ($000) $13,142 Avg Close — Range —
Q2 2025
Shares 224,188 Value ($000) $12,191 Avg Close — Range —
Q1 2025
Shares 214,334 Value ($000) $10,970 Avg Close — Range —
Q4 2024
Shares 207,568 Value ($000) $11,352 Avg Close — Range —
Q3 2024
Shares 203,194 Value ($000) $11,111 Avg Close — Range —
Q2 2024
Shares 189,400 Value ($000) $9,716 Avg Close — Range —
Q1 2024
Shares 182,448 Value ($000) $9,732 Avg Close — Range —
Q4 2023
Shares 180,235 Value ($000) $8,781 Avg Close — Range —
Q3 2023
Shares 179,826 Value ($000) $7,875 Avg Close — Range —
Q2 2023
Shares 177,543 Value ($000) $8,147 Avg Close — Range —
Q1 2023
Shares 172,177 Value ($000) $7,565 Avg Close — Range —
Q4 2022
Shares 170,344 Value ($000) $7,240 Avg Close — Range —
Q3 2022
Shares 168,431 Value ($000) $6,495 Avg Close — Range —
Q2 2022
Shares 165,664 Value ($000) $6,575 Avg Close — Range —
Q1 2022
Shares 158,869 Value ($000) $7,492 Avg Close — Range —
Q4 2021
Shares 151,589 Value ($000) $7,540 Avg Close — Range —