Spdr Series Trust equity shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Spdr Series Trust equity
Tip: Access up to 7 years of quarterly data
All positions including Spdr Series Trust equity held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr Series Trust equity by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $52k | 1.6k | 32.11 |
| 2025-09-30 | $52k | 1.6k | 32.29 |
| 2025-06-30 | $52k | 1.6k | 32.59 |
| 2025-03-31 | $47k | 1.6k | 29.49 |