Montgomery Investment Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Montgomery Investment Management’s Portfolio SPY Stock Details SPY Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$477K	Buy
2017 Q2	–	Sell
2017 Q1	$406K	Sell
2016 Q4	$391K	Sell
2016 Q3	$387K	Sell
2016 Q2	$375K	Buy