SPDR S&P World ex-US shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P World ex-US (SPDW) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in SPDR S&P World ex-US
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Quarterly reported holdings in SPDR S&P World ex-US by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 116k | 37.56 |
| 2024-06-30 | $4.1M | 116k | 35.08 |
| 2024-03-31 | $4.2M | 116k | 35.84 |
| 2023-12-31 | $4.6M | 136k | 34.01 |
| 2023-09-30 | $4.6M | 148k | 31.01 |
| 2023-06-30 | $4.9M | 150k | 32.54 |
| 2023-03-31 | $4.8M | 150k | 32.12 |
| 2022-12-31 | $5.0M | 167k | 29.69 |
| 2022-09-30 | $3.8M | 148k | 25.80 |
| 2022-06-30 | $4.5M | 157k | 28.84 |
| 2022-03-31 | $5.4M | 158k | 34.28 |
| 2021-12-31 | $5.8M | 160k | 36.47 |
| 2021-09-30 | $6.9M | 192k | 36.21 |
| 2021-06-30 | $6.5M | 177k | 36.79 |
| 2021-03-31 | $6.5M | 183k | 35.36 |
| 2020-12-31 | $6.4M | 188k | 33.75 |
| 2020-09-30 | $5.5M | 188k | 29.26 |
| 2020-06-30 | $5.8M | 210k | 27.62 |
| 2020-03-31 | $3.6M | 151k | 23.94 |
| 2019-12-31 | $701k | 22k | 31.34 |