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SPDR S&P World ex-US shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of SPDR S&P World ex-US (SPDW) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group 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 Balanced Wealth Group 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 Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $730k 19k 37.56
2024-06-30 $688k 20k 35.11
2024-03-31 $692k 19k 35.93
2023-12-31 $655k 19k 34.01

More positions owned by Balanced Wealth Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eaton Vance Tax Managed Buy Write Opport (ETV)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Balanced Wealth Group

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
State Street Corporation
Envestnet Asset Management
Stadion Money Management
Bank of America Corporation
Townsquare Capital
Mariner Wealth Advisors

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