SPDR S&P Metals and Mining shares owned by A. Montag and Associates
Quarter-by-quarter ownership of SPDR S&P Metals and Mining (XME) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in SPDR S&P Metals and Mining
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Quarterly reported holdings in SPDR S&P Metals and Mining by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $822k | 13k | 63.72 |
| 2024-06-30 | $1.8M | 30k | 59.33 |
| 2024-03-31 | $1.8M | 30k | 60.28 |
| 2023-12-31 | $2.2M | 37k | 59.83 |
| 2023-09-30 | $1.7M | 32k | 52.50 |
| 2023-06-30 | $1.6M | 32k | 50.82 |
| 2023-03-31 | $1.9M | 37k | 53.16 |
| 2022-12-31 | $1.0M | 21k | 49.81 |
| 2022-09-30 | $3.0M | 72k | 42.50 |
| 2022-06-30 | $5.3M | 123k | 43.40 |
| 2022-03-31 | $9.5M | 155k | 61.29 |
| 2021-12-31 | $6.7M | 150k | 44.78 |
| 2021-09-30 | $5.7M | 136k | 41.74 |
| 2021-06-30 | $5.1M | 118k | 43.06 |
| 2021-03-31 | $2.0M | 50k | 39.93 |
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