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SPDR Morgan Stanley Technology shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in SPDR Morgan Stanley Technology

Tip: Access up to 7 years of quarterly data

All positions including SPDR Morgan Stanley Technology held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Morgan Stanley Technology by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 592 390.65

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding SPDR Morgan Stanley Technology

Auto-Owners Insurance
LPL Financial
Wells Fargo & Company
McMill Wealth Management
AlTi Global
Morgan Stanley
Bank of Nova Scotia
New Harbor Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Exchange Traded Concepts
GoalVest Advisory
Ameriprise Financial
UBS Group
Raymond James Financial

View all funds holding SPDR Morgan Stanley Technology