GoalVest Advisory »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Morgan Stanley Technology by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $347k 1.9k 182.39

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Microsoft Corp Stock (MSFT)
Ishares Select Dividend Etf Etf (DVY)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)
Abbvie Stock (ABBV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

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