Spdr S&p 500 Etf shares owned by Montis Financial
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 15k | 666.17 |
| 2025-06-30 | $5.5M | 9.0k | 617.84 |
| 2025-03-31 | $5.0M | 9.0k | 559.37 |
| 2024-12-31 | $5.6M | 9.6k | 586.07 |
| 2024-09-30 | $5.5M | 9.5k | 573.77 |
| 2024-06-30 | $3.6M | 6.6k | 544.25 |
| 2024-03-31 | $3.5M | 6.7k | 523.04 |
| 2023-12-31 | $3.2M | 6.8k | 475.33 |
| 2023-09-30 | $3.0M | 7.0k | 427.51 |
| 2023-06-30 | $3.2M | 7.1k | 443.28 |
| 2023-03-31 | $3.2M | 7.8k | 409.38 |
| 2022-12-31 | $3.2M | 8.4k | 382.42 |
| 2022-09-30 | $2.9M | 8.0k | 357.11 |
| 2022-06-30 | $3.0M | 7.9k | 377.25 |
| 2022-03-31 | $3.6M | 7.9k | 451.69 |
| 2021-12-31 | $3.8M | 7.9k | 475.02 |
| 2021-09-30 | $3.4M | 8.0k | 428.66 |
| 2021-06-30 | $3.4M | 8.0k | 428.09 |
| 2021-03-31 | $3.2M | 8.0k | 400.62 |
| 2020-12-31 | $3.0M | 8.0k | 374.44 |