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SPDR S&P World ex-US shares owned by Phillips Financial Management

Quarter-by-quarter ownership of SPDR S&P World ex-US (SPDW) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in SPDR S&P World ex-US

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P World ex-US held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P World ex-US by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2012-09-30 $1.2M 48k 24.03
2012-06-30 $967k 44k 22.05
2012-03-31 $994k 41k 24.25
2011-06-30 $687k 27k 25.92
2011-03-31 $614k 23k 27.01

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding SPDR S&P World ex-US

Financial Engines Advisors L.L.C
Creative Planning
Hanson McClain Advisors
LPL Financial
Auto-Owners Insurance
Tiaa Trust, National Association
CWM
UBS Group
Horizon Investments
Envestnet Asset Management
Signature Estate and Investment Advisors
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
Townsquare Capital

View all funds holding SPDR S&P World ex-US