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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
2024-09-30 $2.1M 55k 37.56

More positions owned by Montis Financial

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

Top funds holding SPDR S&P World ex-US

Financial Engines Advisors L.L.C
Creative Planning
Hanson McClain Advisors
LPL Financial
Auto-Owners Insurance
Tiaa Trust, National Association
State Street Corporation
CWM
Horizon Investments
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Townsquare Capital
Mariner Wealth Advisors
Advisor Group Holdings

View all funds holding SPDR S&P World ex-US