Bank of Montreal

SPYU

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0000927971

SEC filings (opens in a new tab)

No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 11 institutions reported holding it in 13F filings for Q2 2026, worth $6.81M in total; no superinvestor holds it.

Other share classesBMO AIQD AIQU BERZ BNKD BNKU BRZD BRZL BULZ CARD CARU DULL FLYD FLYU FNGD FNGO FNGS FNGU GDXD GDXU HYGD HYGU JETD JETU JPND JPNU LQDD LQDU MNGU NRGD NRGU OILD OILU SHNY SMHD SMHU TAWN TPEI WTID WTIU XLCD XLCU XLPD XLPU

Q4 2025 vs. Q3 2025

How the institutions holding Bank of Montreal changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of SPYU: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Q4 2025	Change
Holders	12	12	0
Shares	95.1K	95.5K	+341 (+0.4%)
Value	$5.07M	$5.28M	+$210.8K (+4.2%)

New holders (2)

Institutions that held Bank of Montreal at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to SPYU in Q4 2025
Institution	Shares	Value	% of portfolio
Citadel Advisors LLC	7,732	$424.0K	0.00%
Mainstay Capital Management LLC	4,727	$259.2K	0.02%

Sold out (2)

Institutions that held Bank of Montreal at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SPYU in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Flow Traders U.S. LLC	4,046	$220.0K
BNP Paribas Arbitrage, SA	3	$163