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

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

Historical chart of Convergence Financial 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4M 145k 44.41
2025-09-30 $7.6M 176k 42.79
2025-06-30 $7.6M 187k 40.49
2025-03-31 $5.2M 142k 36.41

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Convergence Financial

Top funds holding SPDR S&P World ex-US

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

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