Industrial SPDR shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $680k | 4.6k | 147.52 |
| 2025-03-31 | $604k | 4.6k | 131.07 |
| 2024-12-31 | $613k | 4.7k | 131.76 |
| 2024-09-30 | $635k | 4.7k | 135.44 |
| 2024-06-30 | $240k | 2.0k | 121.87 |
| 2024-03-31 | $246k | 2.0k | 125.96 |
| 2023-09-30 | $322k | 3.2k | 101.38 |
| 2016-09-30 | $304k | 5.2k | 58.44 |
| 2016-06-30 | $323k | 5.8k | 56.09 |
| 2014-06-30 | $216k | 4.0k | 54.14 |
| 2014-03-31 | $279k | 5.3k | 52.32 |