SPDR Portfolio S&P 500 ETF $SPLG is Montz Harcus Wealth Management LLC’s Largest Position

Montz Harcus Wealth Management LLC grew its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 4.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 437,356 shares of the company’s stock after acquiring an additional 17,801 shares during the quarter. SPDR Portfolio S&P 500 ETF comprises 15.0% of Montz Harcus Wealth Management LLC’s portfolio, making the stock its biggest position. Montz Harcus Wealth Management LLC’s holdings in SPDR Portfolio S&P 500 ETF were worth $34,262,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Roxbury Financial LLC acquired a new stake in SPDR Portfolio S&P 500 ETF during the 2nd quarter worth approximately $28,000. Clearstead Trust LLC acquired a new position in SPDR Portfolio S&P 500 ETF during the second quarter valued at approximately $30,000. Retirement Wealth Solutions LLC acquired a new position in SPDR Portfolio S&P 500 ETF during the second quarter valued at approximately $32,000. GPS Wealth Strategies Group LLC grew its stake in SPDR Portfolio S&P 500 ETF by 194.6% during the second quarter. GPS Wealth Strategies Group LLC now owns 489 shares of the company’s stock worth $36,000 after buying an additional 323 shares during the period. Finally, GAMMA Investing LLC purchased a new stake in SPDR Portfolio S&P 500 ETF during the third quarter worth approximately $40,000.

SPDR Portfolio S&P 500 ETF Stock Down 0.0%

SPDR Portfolio S&P 500 ETF stock opened at $81.22 on Tuesday. The firm has a fifty day moving average of $79.84 and a 200-day moving average of $76.90. SPDR Portfolio S&P 500 ETF has a 52-week low of $56.67 and a 52-week high of $81.14. The firm has a market capitalization of $96.66 billion, a P/E ratio of 25.61 and a beta of 1.00.

SPDR Portfolio S&P 500 ETF Profile

SPDR Russell 1000 ETF (the Fund), formerly SPDR Dow Jones Large Cap ETF, seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of large capitalization exchange traded the United States equity securities. The sectors in which the Fund invests include information technology, financials, consumer discretionary, health care, industrials, energy, consumer staples, materials, utilities and telecommunication services.