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SPDR Morgan Stanley Technology shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of SPDR Morgan Stanley Technology (XNTK) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in SPDR Morgan Stanley Technology

Tip: Access up to 7 years of quarterly data

All positions including SPDR Morgan Stanley Technology held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Morgan Stanley Technology by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 852 272.07
2025-06-30 $202k 851 237.35
2020-09-30 $232k 2.0k 118.67

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding SPDR Morgan Stanley Technology

SoundView Advisors
Auto-Owners Insurance
LPL Financial
Wells Fargo & Company
Morgan Stanley
New Harbor Financial
Northwestern Mutual Wealth Management Company
UBS Group
Ameriprise Financial
Prostatis Group
GoalVest Advisory
Envestnet Asset Management
Raymond James Financial
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding SPDR Morgan Stanley Technology