Utilities SPDR shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2013-03-31 | $1.3M | 34k | 39.09 |
| 2012-12-31 | $366k | 11k | 34.96 |
| 2012-09-30 | $1.4M | 40k | 36.38 |
| 2012-06-30 | $340k | 9.2k | 36.98 |
| 2012-03-31 | $329k | 9.4k | 35.02 |
| 2011-12-31 | $750k | 21k | 35.98 |
| 2011-09-30 | $1.3M | 40k | 33.62 |
| 2011-06-30 | $209k | 6.2k | 33.47 |
| 2011-03-31 | $478k | 15k | 31.88 |
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