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SPDR S&P World ex-US shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 128k 42.79
2025-06-30 $2.2M 55k 40.49
2025-03-31 $2.0M 54k 36.41
2024-12-31 $1.9M 55k 34.13
2024-09-30 $2.1M 55k 37.56

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

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