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SPDR Dow Jones Industrial Average ETF shares owned by A. Montag and Associates

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in SPDR Dow Jones Industrial Average ETF

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All positions including SPDR Dow Jones Industrial Average ETF 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 SPDR Dow Jones Industrial Average ETF by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2013-03-31 $3.9M 27k 145.33
2012-12-31 $3.5M 27k 130.58
2012-09-30 $3.8M 28k 134.04
2012-06-30 $4.0M 31k 128.44
2012-03-31 $4.6M 35k 131.80
2011-12-31 $4.4M 36k 121.84
2011-09-30 $4.1M 37k 108.93
2011-06-30 $4.6M 37k 123.83
2011-03-31 $4.6M 37k 123.03

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Merck & Co (MRK)

View all positions for A. Montag and Associates

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Citadel Advisors
Wolverine Trading
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
LPL Financial
Jane Street
Royal Bank of Canada
Wells Fargo & Company
Millennium Management
Capital Fund Management
UBS Group
Citigroup
Ameriprise Financial

View all funds holding SPDR Dow Jones Industrial Average ETF