Health Care SPDR shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $536k | 4.0k | 134.79 |
| 2025-03-31 | $580k | 4.0k | 146.01 |
| 2024-12-31 | $551k | 4.0k | 137.57 |
| 2024-09-30 | $621k | 4.0k | 154.02 |
| 2024-06-30 | $592k | 4.1k | 145.75 |
| 2024-03-31 | $896k | 6.1k | 147.73 |
| 2023-12-31 | $699k | 5.1k | 136.38 |
| 2023-09-30 | $625k | 4.9k | 128.74 |
| 2023-06-30 | $617k | 4.6k | 132.73 |
| 2023-03-31 | $582k | 4.5k | 129.46 |
| 2022-12-31 | $611k | 4.5k | 135.85 |
| 2020-06-30 | $346k | 3.5k | 99.97 |
| 2020-03-31 | $399k | 4.5k | 88.61 |
| 2019-03-31 | $356k | 3.9k | 91.68 |
| 2018-12-31 | $336k | 3.9k | 86.53 |
| 2018-09-30 | $307k | 3.2k | 95.19 |
| 2015-06-30 | $396k | 5.3k | 74.31 |
| 2015-03-31 | $307k | 4.2k | 72.42 |
| 2014-12-31 | $573k | 8.4k | 68.36 |
| 2014-09-30 | $369k | 5.8k | 63.97 |
| 2014-06-30 | $221k | 3.6k | 60.81 |
| 2014-03-31 | $275k | 4.7k | 58.45 |