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Technology SPDR shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Technology SPDR

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All positions including Technology SPDR 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 Technology SPDR by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 61k 281.86
2025-06-30 $16M 61k 253.23
2025-03-31 $13M 62k 206.48
2024-12-31 $14M 62k 232.52
2024-09-30 $14M 62k 225.76
2024-06-30 $15M 64k 226.23
2024-03-31 $14M 66k 208.27
2023-12-31 $11M 58k 192.48
2023-09-30 $9.6M 59k 163.93
2023-06-30 $10M 57k 173.86
2023-03-31 $9.8M 65k 151.01
2022-12-31 $8.2M 66k 124.44
2022-09-30 $8.0M 67k 118.78
2022-06-30 $12M 94k 127.12
2022-03-31 $7.0M 44k 158.94
2021-12-31 $8.4M 48k 173.87
2021-09-30 $7.3M 49k 149.32
2021-06-30 $7.2M 49k 147.66
2021-03-31 $6.6M 50k 132.81
2020-12-31 $7.2M 55k 130.01
2020-09-30 $6.5M 56k 116.69
2020-06-30 $6.1M 59k 104.50
2020-03-31 $5.0M 62k 80.37
2019-12-31 $5.2M 57k 91.67
2019-09-30 $4.5M 56k 80.53
2019-06-30 $2.6M 33k 78.05
2019-03-31 $2.5M 34k 74.01
2018-12-31 $2.5M 40k 61.98
2018-09-30 $5.2M 69k 75.33
2018-06-30 $2.0M 29k 69.46
2018-03-31 $1.9M 28k 65.41
2017-12-31 $1.9M 30k 63.97
2017-09-30 $223k 3.8k 59.12
2017-06-30 $206k 3.8k 54.61
2017-03-31 $210k 3.9k 53.41
2016-06-30 $260k 6.0k 43.30
2015-12-31 $279k 6.5k 42.90
2015-06-30 $203k 4.9k 41.45
2015-03-31 $203k 4.9k 41.45

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Technology SPDR

Morgan Stanley
Wells Fargo & Company
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Jane Street
Churchill Management Corp.
Susquehanna International
Goldman Sachs Group
Citadel Advisors
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada

View all funds holding Technology SPDR