SPDR S&P Biotech shares owned by A. Montag and Associates
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 41k | 98.80 |
| 2024-06-30 | $3.5M | 38k | 92.71 |
| 2024-03-31 | $3.6M | 38k | 94.89 |
| 2023-12-31 | $255k | 2.9k | 89.29 |
| 2023-09-30 | $208k | 2.9k | 73.02 |
| 2023-06-30 | $237k | 2.9k | 83.20 |
| 2023-03-31 | $281k | 3.7k | 76.21 |
| 2022-12-31 | $306k | 3.7k | 83.00 |
| 2022-09-30 | $404k | 5.1k | 79.28 |
| 2022-06-30 | $346k | 4.7k | 74.23 |
| 2022-03-31 | $419k | 4.7k | 89.89 |
| 2021-12-31 | $522k | 4.7k | 111.99 |
| 2021-09-30 | $535k | 4.3k | 125.73 |
| 2021-06-30 | $576k | 4.3k | 135.37 |
| 2021-03-31 | $577k | 4.3k | 135.61 |
| 2020-12-31 | $598k | 4.3k | 140.71 |
| 2020-09-30 | $474k | 4.3k | 111.53 |
| 2020-06-30 | $476k | 4.3k | 112.00 |
| 2020-03-31 | $329k | 4.3k | 77.41 |
| 2019-12-31 | $285k | 3.0k | 95.00 |
| 2019-09-30 | $229k | 3.0k | 76.33 |
| 2019-06-30 | $263k | 3.0k | 87.67 |
| 2019-03-31 | $272k | 3.0k | 90.67 |
| 2018-12-31 | $215k | 3.0k | 71.67 |
| 2018-09-30 | $551k | 5.8k | 95.83 |
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