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SPDR S&P World ex-US shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $339k 7.9k 42.79
2025-06-30 $321k 7.9k 40.49
2025-03-31 $238k 6.5k 36.41

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View all positions for Holistic Planning

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