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SPDR S&P World ex-US shares owned by CogentBlue Wealth Advisors

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

Historical chart of CogentBlue Wealth 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 CogentBlue Wealth 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 CogentBlue Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $807k 19k 42.79
2025-06-30 $785k 19k 40.49
2025-03-31 $710k 20k 36.41
2024-12-31 $665k 20k 34.13

More positions owned by CogentBlue Wealth Advisors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for CogentBlue Wealth Advisors

Top funds holding SPDR S&P World ex-US

Creative Planning
Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Auto-Owners Insurance
CWM
Tiaa Trust, National Association
Morgan Stanley
UBS Group
Betterment
Envestnet Asset Management
Vantagepoint Investment Advisers
State Street Corporation
Commonwealth Equity Services
Advisor Group Holdings

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