SPDR S&P Homebuilders shares owned by A. Montag and Associates
Quarter-by-quarter ownership of SPDR S&P Homebuilders (XHB) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in SPDR S&P Homebuilders
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Quarterly reported holdings in SPDR S&P Homebuilders by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $93k | 904 | 102.96 |
| 2025-09-30 | $167k | 1.5k | 110.80 |
| 2025-06-30 | $286k | 2.9k | 98.57 |
| 2025-03-31 | $323k | 3.3k | 96.91 |
| 2024-12-31 | $348k | 3.3k | 104.50 |
| 2024-09-30 | $414k | 3.3k | 124.58 |
| 2024-06-30 | $336k | 3.3k | 101.08 |
| 2024-03-31 | $424k | 3.8k | 111.60 |
| 2023-12-31 | $363k | 3.8k | 95.65 |
| 2023-09-30 | $291k | 3.8k | 76.57 |
| 2023-06-30 | $305k | 3.8k | 80.30 |
| 2023-03-31 | $280k | 4.1k | 67.76 |
| 2022-12-31 | $250k | 4.1k | 60.32 |
| 2022-09-30 | $226k | 4.1k | 54.66 |
| 2022-06-30 | $234k | 4.3k | 54.83 |
| 2022-03-31 | $431k | 6.8k | 63.22 |
| 2021-12-31 | $585k | 6.8k | 85.83 |
| 2021-09-30 | $489k | 6.8k | 71.74 |
| 2021-06-30 | $499k | 6.8k | 73.22 |
| 2021-03-31 | $494k | 7.0k | 70.42 |
| 2020-12-31 | $375k | 6.5k | 57.57 |
| 2020-09-30 | $342k | 6.3k | 53.87 |
| 2020-06-30 | $257k | 5.9k | 43.86 |
| 2020-03-31 | $367k | 12k | 29.80 |
| 2019-12-31 | $204k | 4.5k | 45.48 |
| 2019-09-30 | $208k | 4.7k | 44.04 |
| 2019-06-30 | $232k | 5.6k | 41.70 |
| 2019-03-31 | $4.3M | 110k | 38.55 |
| 2017-12-31 | $6.1M | 139k | 44.26 |