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SPDR S&P World ex-US shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth Management 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 Forza Wealth Management 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 Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $270k 7.5k 35.84
2023-12-31 $257k 7.5k 34.01
2023-09-30 $234k 7.5k 31.01
2023-06-30 $236k 7.2k 32.54
2023-03-31 $204k 6.3k 32.12
2022-12-31 $200k 6.7k 29.69

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)

View all positions for Forza Wealth Management

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