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SPDR S&P World ex-US shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.4M 160k 34.01
2023-09-30 $3.7M 120k 31.01
2023-06-30 $1.5M 45k 32.54
2023-03-31 $877k 27k 32.12

More positions owned by Lifeworks Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks Advisors

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