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SPDR S&P Dividend shares owned by A. Montag and Associates

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend 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 S&P Dividend by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2013-03-31 $2.1M 31k 65.98
2012-12-31 $1.7M 29k 58.17
2012-09-30 $1.8M 31k 58.11
2012-06-30 $1.8M 33k 55.65
2012-03-31 $2.0M 35k 56.65
2011-12-31 $3.3M 61k 53.88
2011-09-30 $2.4M 48k 48.55
2011-06-30 $1.4M 27k 54.08
2011-03-31 $587k 11k 54.13

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

Top funds holding SPDR S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Jpmorgan Chase & Co
Raymond James & Associates
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
Bank of New York Mellon
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings
Capital Investment Advisors

View all funds holding SPDR S&P Dividend