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SPDR Morgan Stanley Technology shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 4.6k 237.28
2025-03-31 $972k 5.1k 191.81
2024-12-31 $1.1M 5.4k 201.80

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View all positions for EP Wealth Advisors

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