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Spdr S&p 500 Etf shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5k 2 747.00

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Citadel Advisors
Belvedere Trading
Barclays
Old Mission Capital
Goldman Sachs Group
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
BlackRock
Alkeon Capital Management
UBS Group
Capstone Investment Advisors
Gallagher Fiduciary Advisors

View all funds holding Spdr S&p 500 Etf