SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

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

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

Q4 2025
Shares 236,303 Value ($000) $11,073 Avg Close — Range —
Q3 2025
Shares 223,490 Value ($000) $10,352 Avg Close — Range —
Q2 2025
Shares 217,701 Value ($000) $9,274 Avg Close — Range —
Q1 2025
Shares 203,119 Value ($000) $8,279 Avg Close — Range —
Q4 2024
Shares 186,926 Value ($000) $8,397 Avg Close — Range —
Q3 2024
Shares 180,084 Value ($000) $8,196 Avg Close — Range —
Q2 2024
Shares 172,132 Value ($000) $7,149 Avg Close — Range —
Q1 2024
Shares 159,672 Value ($000) $6,872 Avg Close — Range —
Q4 2023
Shares 147,670 Value ($000) $6,229 Avg Close — Range —
Q3 2023
Shares 137,540 Value ($000) $5,075 Avg Close — Range —
Q2 2023
Shares 143,056 Value ($000) $5,556 Avg Close — Range —
Q1 2023
Shares 88,774 Value ($000) $3,353 Avg Close — Range —
Q4 2022
Shares 86,004 Value ($000) $3,180 Avg Close — Range —
Q3 2022
Shares 85,693 Value ($000) $2,919 Avg Close — Range —
Q2 2022
Shares 83,678 Value ($000) $3,011 Avg Close — Range —
Q1 2022
Shares 89,816 Value ($000) $3,779 Avg Close — Range —
Q4 2021
Shares 83,193 Value ($000) $3,718 Avg Close — Range —