Spdr Ser Tr cmn shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Spdr Ser Tr cmn
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Quarterly reported holdings in Spdr Ser Tr cmn by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $25k | 816 | 30.83 |
| 2025-03-31 | $210k | 6.8k | 30.82 |
| 2024-12-31 | $209k | 6.8k | 30.73 |
| 2024-09-30 | $210k | 6.8k | 30.85 |
| 2024-06-30 | $210k | 6.8k | 30.85 |
| 2024-03-31 | $215k | 7.0k | 30.83 |
| 2023-12-31 | $678k | 22k | 30.59 |
| 2023-09-30 | $681k | 22k | 30.72 |
| 2023-06-30 | $827k | 27k | 30.69 |
| 2023-03-31 | $926k | 30k | 30.43 |
| 2022-12-31 | $1.3M | 42k | 30.39 |
| 2022-09-30 | $1.5M | 48k | 30.30 |
| 2022-06-30 | $2.2M | 72k | 30.11 |
| 2022-03-31 | $1.8M | 59k | 30.49 |
| 2021-12-31 | $1.9M | 62k | 30.59 |
| 2021-09-30 | $531k | 17k | 30.63 |