Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

PCG Wealth Advisors »

SPDR Morgan Stanley Technology shares owned by PCG Wealth Advisors

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

Historical chart of PCG 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 PCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in SPDR Morgan Stanley Technology by PCG Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$206k	1.1k	182.46
2023-06-30	$296k	2.1k	139.60
2023-03-31	$295k	2.4k	121.21
2022-12-31	$264k	2.7k	96.90
2022-09-30	$637k	6.8k	93.62
2022-06-30	$351k	3.4k	103.02
2022-03-31	$477k	3.4k	139.07
2021-12-31	$495k	3.0k	163.64

More positions owned by PCG Wealth Advisors

Vaneck Etf Trust Gold Miners Etf (GDX)

First Tr Exchange-traded Cap Strength Etf (FTCS)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

First Tr Value Line Divid In SHS (FVD)

Spdr Gold Tr Gold Shs (GLD)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Pacer Fds Tr Us Cash Cows 100 (COWZ)

First Tr Nasdaq 100 Tech Ind SHS (QTEC)

Global X Fds Global X Silver (SIL)

American Centy Etf Tr Us Quality Grow (QGRO)

First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)

First Tr Morningstar Divid L SHS (FDL)

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for PCG Wealth 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z