A. Montag and Associates »

SPDR KBW Capital Markets shares owned by A. Montag and Associates

Quarter-by-quarter ownership of SPDR KBW Capital Markets (KCE) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in SPDR KBW Capital Markets

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Capital Markets 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 KBW Capital Markets by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $113k 740 152.85

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding SPDR KBW Capital Markets

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Meitav Dash Investments
Morgan Stanley
LPL Financial
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Presper Financial Architects
360 Financial
UBS Group
Grimes & Company
Fisher Investments
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Nottingham Advisors
Royal Fund Management
Horizon Wealth Management
Baker Avenue Asset Management

View all funds holding SPDR KBW Capital Markets