Who owns SPDR Morgan Stanley Technology?

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Analyze quarterly positions in SPDR Morgan Stanley Technology with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of SPDR Morgan Stanley Technology stock

Who bought or sold SPDR Morgan Stanley Technology this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Wells Fargo & Company 110k $18M 11% Dec 2023
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Bank of America Corporation 49k $8.1M 5% Dec 2023
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Private Advisor 24k $3.9M 39% Dec 2023
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UBS Group 20k $3.3M -4% Dec 2023
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Parsons Capital Management 19k $3.1M 1% Dec 2023
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Country Club Bank 18k $3.0M 0% Dec 2023
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Pnc Financial Services 16k $2.7M 0% Dec 2023
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Koshinski Asset Management 14k $2.3M 69% Dec 2023
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HighTower Advisors 13k $2.2M -2% Dec 2023
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SFG Wealth Management 12k $2.0M 60% Dec 2023
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Baker Tilly Financial 12k $2.0M -1% Dec 2023
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Royal Bank of Canada 11k $1.8M 6% Dec 2023
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Commonwealth Equity Services 8.1k $1.3M -5% Dec 2023
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Advisor Group Holdings 8.0k $1.3M -27% Dec 2023
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Mutual Advisors 7.2k $1.2M -8% Dec 2023
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Fulcrum Equity Management 7.2k $1.2M 100% Dec 2023
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Geneva Partners 7.0k $1.2M 4% Dec 2023
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Institute For Wealth Management 5.3k $875k 0% Dec 2023
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Quadcap Wealth Management 5.0k $815k 100% Dec 2023
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Citadel Advisors 5.0k $814k 43% Dec 2023
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Park Avenue Securities 4.4k $808k 0% Mar 2024
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Goodman Advisory Group 4.4k $724k -47% Dec 2023
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Householder Group Estate & Retirement Specialist 4.3k $700k 33% Dec 2023
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Cambridge Investment Research Advisors 4.2k $692k -2% Dec 2023
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Atria Wealth Solutions 4.1k $675k -36% Dec 2023
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Raymond James Financial Services Advisors 4.0k $658k -23% Dec 2023
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Brown Advisory Holdings Incorporated 4.0k $657k 0% Dec 2023
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Captrust Financial Advisors 3.7k $612k 5% Dec 2023
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Latitude Advisors 3.2k $519k 0% Dec 2023
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Centaurus Financial 3.1k $511k 100% Dec 2023
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Axxcess Wealth Management 3.0k $492k 100% Dec 2023
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Branch Banking & Trust Company 2.8k $468k -3% Dec 2023
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Financial Gravity Wealth 2.8k $545k 0% Dec 2023
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Avestar Capital 2.6k $430k -72% Dec 2023
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Prospera Financial Services 2.6k $430k 100% Dec 2023
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GSA Capital Partners 2.5k $410k -15% Dec 2023
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Joseph P. Lucia & Associates 2.5k $404k 100% Dec 2023
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Beacon Pointe Advisors 2.2k $363k 0% Dec 2023
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GAMMA Investing 2.2k $402k 0% Mar 2024
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Financial Counselors 2.2k $361k 0% Dec 2023
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Envestnet Portfolio Solutions 2.1k $351k 100% Dec 2023
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Adviser Investments 2.1k $349k -12% Dec 2023
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Leo Wealth 2.0k $366k 100% Dec 2023
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Keystone Financial Group 2.0k $331k -7% Dec 2023
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Commerce Bank N A 2.0k $321k 0% Dec 2023
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Stanley-Laman 2.0k $407k -6% Mar 2024
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GoalVest Advisory 1.9k $347k 100% Mar 2024
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Creative Planning 1.9k $311k -7% Dec 2023
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William Blair $ Company 1.8k $302k 0% Dec 2023
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Janney Montgomery Scott 1.8k $293k 0% Dec 2023
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Acorn Financial Advisory Services 1.8k $286k -13% Dec 2023
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Legacy Capital Group California 1.7k $283k 100% Dec 2023
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Apeiron RIA 1.7k $308k 0% Mar 2024
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CI Private Wealth 1.7k $273k 100% Dec 2023
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Raymond James & Associates 1.6k $270k 6% Dec 2023
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Signature Estate and Investment Advisors 1.6k $269k -6% Dec 2023
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Aries Wealth Management 1.6k $263k 0% Dec 2023
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Steward Partners Investment Advisory 1.6k $259k 12% Dec 2023
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17 Capital Partners 1.5k $272k 100% Mar 2024
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Madden Advisory Services 1.4k $226k 100% Dec 2023
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Syntegra Private Wealth Group 1.4k $224k 100% Dec 2023
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REDW Stanley Financial Advisors 1.3k $210k 100% Dec 2023
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Chatham Capital Group 1.2k $210k 100% Mar 2024
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PCG Wealth Advisors 1.1k $206k 100% Mar 2024
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Sandy Spring Bank 1.0k $169k 0% Dec 2023
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Washington Trust Company 1.0k $168k 0% Dec 2023
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Independence Bank of Kentucky 915.00 $167k 0% Mar 2024
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Global Retirement Partners 701.00 $115k -47% Dec 2023
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Jpmorgan Chase & Co 674.00 $111k -66% Dec 2023
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Bank Of Montreal 663.00 $110k 4% Dec 2023
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Proequities 611.00 $100M -17% Dec 2023
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CWM 528.00 $96k 0% Mar 2024
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Silicon Valley Capital Partners 501.00 $82k 0% Dec 2023
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Tompkins Financial Corp 500.00 $91k 0% Mar 2024
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McIlrath & Eck 425.00 $70k 0% Dec 2023
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Adirondack Trust 380.00 $69k 0% Mar 2024
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Creative Financial Designs 305.00 $50k 100% Dec 2023
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Us Bancorp 268.00 $44k 0% Dec 2023
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Able Wealth Management 252.00 $41k 100% Dec 2023
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Rockbridge Investment Management, LCC 222.00 $36k 100% Dec 2023
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Tortoise Investment Management 191.00 $31k 100% Dec 2023
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Harbour Investments 172.00 $28k 3% Dec 2023
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AdvisorNet Financial 163.00 $30k 0% Mar 2024
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IAG Wealth Partners 155.00 $25k 0% Dec 2023
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Strengthening Families & Communities 138.00 $23k 0% Dec 2023
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Oakworth Capital 121.00 $20k 100% Dec 2023
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Coastal Investment Advisors 120.00 $22k 100% Mar 2024
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Private Trust Co Na 101.00 $17k 0% Dec 2023
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Atlas Capital Advisors 99.00 $18k 0% Mar 2024
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O'shaughnessy Asset Management 96.00 $16k -4% Dec 2023
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Archer Investment Corp 73.00 $12k 0% Dec 2023
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TSFG 70.00 $13k 0% Mar 2024
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Zrc Wealth Management 69.00 $13k 1% Mar 2024
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Phillips Financial Management 69.00 $11k 0% Dec 2023
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Nbc Securities 53.00 $9.0k 0% Mar 2024
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Smartleaf Asset Management 20.00 $0 100% Dec 2023
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Venturi Wealth Management 11.00 $1.8k 100% Dec 2023
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Capital Investment Advisory Services 1.00 $164.000000 -88% Dec 2023
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Huntington National Bank 1.00 $164.000000 0% Dec 2023
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Who sold out of SPDR Morgan Stanley Technology?

Fund or Company Name Date Sold Shares Held Valued At
SMI Advisory Services Dec 2023 30k $4.9M
KWB Wealth Dec 2023 4.9k $804k
Goldman Sachs Group Sep 2023 3.1k $426k
Baird Financial Sep 2023 2.7k $370k
Fort Point Capital Partners Sep 2023 1.6k $220k
Financial Advisory Service Sep 2023 1.00 $139.000000