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D Spdr Series Trust shares owned by A. Montag and Associates

Quarter-by-quarter ownership of D Spdr Series Trust (XTN) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in D Spdr Series Trust

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All positions including D Spdr Series Trust 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 D Spdr Series Trust by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $504 6 84.00
2025-06-30 $483 6 80.50

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 D Spdr Series Trust

LPL Financial
Morgan Stanley
Wells Fargo & Company
Goldman Sachs Group
Ameriprise Financial
Raymond James Financial
Susquehanna International
Royal Bank of Canada
Stifel Financial
Nilsine Partners
Trust Co Of Oklahoma
Hollencrest Securities
UBS Group
Two Sigma Investments
Advisor Group Holdings

View all funds holding D Spdr Series Trust