Ownership history in MontVue Capital Management, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which MontVue Capital Management, Inc. reported a position in SELECT SECTOR SPDR TR (XLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 16,647 | -113 | -0.7% | 1.30% | $2.0M | $117.72 |
| 2025 Q3 | REDUCED | 16,760 | -1,525 | -8.3% | 1.33% | $2.0M | $117.99 |
| 2025 Q2 | REDUCED | 18,285 | -947 | -4.9% | 1.41% | $2.0M | $107.80 |
| 2025 Q1 | REDUCED | 19,232 | -742 | -3.7% | 1.48% | $1.9M | $95.57 |
As of 2025 Q4 — sorted by position size