SPDR S&P World ex-US shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P World ex-US (SPDW) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC 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 IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $422k | 11k | 37.56 |
| 2024-06-30 | $418k | 12k | 35.08 |
| 2024-03-31 | $499k | 14k | 35.84 |
| 2023-12-31 | $488k | 14k | 34.01 |
| 2023-09-30 | $474k | 15k | 31.01 |
| 2023-06-30 | $533k | 16k | 32.54 |
| 2023-03-31 | $481k | 15k | 32.12 |
| 2022-12-31 | $444k | 15k | 29.69 |
| 2022-09-30 | $352k | 14k | 25.78 |
| 2022-06-30 | $341k | 12k | 28.85 |
| 2022-03-31 | $1.1M | 31k | 34.29 |
| 2021-12-31 | $957k | 26k | 36.47 |
| 2021-09-30 | $821k | 23k | 36.22 |
| 2021-06-30 | $792k | 22k | 36.80 |
| 2021-03-31 | $665k | 19k | 35.38 |
| 2020-12-31 | $418k | 12k | 33.75 |