Spdr S&p 500 Etf shares owned by Montgomery Investment Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Montgomery Investment Management
from 13F filings
Historical chart of Montgomery Investment Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Montgomery Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $477k | 716 | 666.18 |
| 2017-03-31 | $406k | 1.7k | 235.64 |
| 2016-12-31 | $391k | 1.7k | 223.68 |
| 2016-09-30 | $387k | 1.8k | 216.20 |
| 2016-06-30 | $375k | 1.8k | 209.38 |
More positions owned by Montgomery Investment Management
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