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

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

Historical chart of Level 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 Level 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 Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 6.1k 42.79
2025-06-30 $555k 14k 40.49
2025-03-31 $499k 14k 36.41
2024-12-31 $469k 14k 34.13

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)

View all positions for Level Wealth Management

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