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SPDR S&P World ex-US shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of SPDR S&P World ex-US (SPDW) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors 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 Capital Planning Advisors 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $553k 16k 34.01
2020-06-30 $375k 14k 27.66
2020-03-31 $208k 8.7k 23.91
2019-12-31 $289k 9.2k 31.38
2019-09-30 $263k 9.0k 29.38

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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Investment Managers Ser Tr Knwldl Ld Etf (KLDW)
Costco Wholesale Corporation (COST)

View all positions for Capital Planning Advisors

Top funds holding SPDR S&P World ex-US

Creative Planning
Hanson McClain Advisors
Tiaa Trust, National Association
CWM
UBS Group
Horizon Investments
Signature Estate and Investment Advisors
Bank of America Corporation
Advisor Group Holdings
Townsquare Capital
Branch Banking & Trust Company
Bank of New York Mellon
Pathstone Holdings
Gradient Investments
Advisory Alpha

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