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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

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Quarterly 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