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Spdr Index Shs Fds shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Spdr Index Shs Fds (XCNY) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Spdr Index Shs Fds

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All positions including Spdr Index Shs Fds 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 Index Shs Fds by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 76k 28.79

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Coca-Cola Company (KO)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for A. Montag and Associates

Top funds holding Spdr Index Shs Fds

A. Montag and Associates
Jane Street
Private Wealth Advisors
Savant Capital Management
R. W. Roge & Company
Johnson Financial Group
Keating Financial Advisory Services
UBS Group

View all funds holding Spdr Index Shs Fds