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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Quarterly reported holdings in Technology SPDR by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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