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SPDR S&P World ex-US shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 154k 35.84
2023-12-31 $4.6M 135k 34.01
2023-09-30 $3.6M 115k 31.01
2023-06-30 $1.5M 46k 32.54
2023-03-31 $255k 7.9k 32.12

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Procter & Gamble Company (PG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

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