Industrial SPDR shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 6.7k | 154.23 |
| 2025-06-30 | $1.1M | 7.2k | 147.52 |
| 2025-03-31 | $906k | 6.9k | 131.07 |
| 2024-12-31 | $897k | 6.8k | 131.76 |
| 2024-09-30 | $828k | 6.1k | 135.44 |
| 2024-06-30 | $716k | 5.9k | 121.87 |
| 2024-03-31 | $749k | 5.9k | 125.96 |
| 2023-12-31 | $838k | 7.4k | 113.99 |
| 2023-09-30 | $625k | 6.2k | 101.38 |
| 2023-06-30 | $622k | 5.8k | 107.32 |
| 2023-03-31 | $593k | 5.9k | 101.18 |
| 2022-12-31 | $547k | 5.6k | 98.21 |
| 2022-09-30 | $370k | 4.5k | 82.76 |
| 2022-06-30 | $390k | 4.5k | 87.23 |
| 2022-03-31 | $511k | 5.0k | 103.02 |
| 2021-12-31 | $834k | 7.9k | 105.78 |
| 2021-09-30 | $771k | 7.9k | 97.79 |
| 2021-06-30 | $823k | 8.0k | 102.40 |
| 2021-03-31 | $791k | 8.0k | 98.42 |
| 2020-12-31 | $917k | 10k | 88.51 |
| 2020-09-30 | $564k | 7.3k | 76.94 |
| 2020-06-30 | $410k | 6.0k | 68.71 |
| 2020-03-31 | $377k | 6.4k | 59.07 |
| 2019-12-31 | $637k | 7.8k | 81.48 |
| 2019-06-30 | $357k | 4.6k | 77.39 |
| 2019-03-31 | $436k | 5.8k | 74.97 |
| 2018-12-31 | $906k | 14k | 64.42 |
| 2018-09-30 | $3.0M | 39k | 78.40 |
| 2018-06-30 | $217k | 3.0k | 71.71 |
| 2018-03-31 | $210k | 2.8k | 74.34 |
| 2017-12-31 | $316k | 4.2k | 75.78 |
| 2017-09-30 | $314k | 4.4k | 71.04 |
| 2017-06-30 | $301k | 4.4k | 68.10 |
| 2017-03-31 | $344k | 5.3k | 65.03 |
| 2016-06-30 | $1.1M | 20k | 56.03 |
| 2015-03-31 | $303k | 5.4k | 55.73 |
| 2014-12-31 | $308k | 5.4k | 56.65 |
| 2014-09-30 | $242k | 4.6k | 53.08 |
More positions owned by A. Montag and Associates
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