SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

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

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

Q4 2025
Shares 440,475 Value ($000) $35,335 Avg Close — Range —
Q3 2025
Shares 437,356 Value ($000) $34,262 Avg Close — Range —
Q2 2025
Shares 419,555 Value ($000) $30,497 Avg Close — Range —
Q1 2025
Shares 403,918 Value ($000) $26,562 Avg Close — Range —
Q4 2024
Shares 398,058 Value ($000) $27,442 Avg Close — Range —
Q3 2024
Shares 383,474 Value ($000) $25,888 Avg Close — Range —
Q2 2024
Shares 341,191 Value ($000) $21,836 Avg Close — Range —
Q1 2024
Shares 341,249 Value ($000) $20,997 Avg Close — Range —
Q4 2023
Shares 358,475 Value ($000) $20,039 Avg Close — Range —
Q3 2023
Shares 374,614 Value ($000) $18,828 Avg Close — Range —
Q2 2023
Shares 362,936 Value ($000) $18,913 Avg Close — Range —
Q1 2023
Shares 352,341 Value ($000) $16,965 Avg Close — Range —
Q4 2022
Shares 343,000 Value ($000) $15,428 Avg Close — Range —
Q3 2022
Shares 338,323 Value ($000) $14,206 Avg Close — Range —
Q2 2022
Shares 331,836 Value ($000) $14,714 Avg Close — Range —
Q1 2022
Shares 320,672 Value ($000) $17,037 Avg Close — Range —
Q4 2021
Shares 314,145 Value ($000) $17,539 Avg Close — Range —