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SPDR Morgan Stanley Technology shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors 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 Pointe Advisors 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 Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $363k 2.2k 164.15
2023-09-30 $302k 2.2k 136.60
2023-06-30 $254k 1.8k 139.55
2023-03-31 $268k 2.2k 121.20
2022-09-30 $222k 2.4k 94.07
2022-06-30 $243k 2.4k 102.97
2022-03-31 $328k 2.4k 138.98

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding SPDR Morgan Stanley Technology

Wells Fargo & Company
Win Advisors
Bank of America Corporation
Private Advisor
UBS Group
Parsons Capital Management
Country Club Bank
Pnc Financial Services
Koshinski Asset Management
HighTower Advisors
SFG Wealth Management
Baker Tilly Financial
Royal Bank of Canada
Advisor Group Holdings
Geneva Partners

View all funds holding SPDR Morgan Stanley Technology