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SPDR Morgan Stanley Technology shares owned by GoalVest Advisory

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

Historical chart of GoalVest 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 GoalVest 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 37k 272.23
2025-06-30 $6.4M 27k 237.28
2025-03-31 $5.2M 27k 191.81
2024-12-31 $5.4M 27k 201.82
2024-09-30 $5.2M 26k 197.53
2024-06-30 $4.6M 24k 195.25
2024-03-31 $347k 1.9k 182.39

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Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr Nyse Technology Etf Etf (XNTK)
Palantir Technologies Inc Cl A Stock (PLTR)
Goldman Sachs Municipal Income Etf Etf (GMUB)
Vanguard Ftse Europe Etf Etf (VGK)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Jpmorgan Chase & Co Stock (JPM)

View all positions for GoalVest 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