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

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

Historical chart of Montz Harcus 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 Montz Harcus 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 Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 130k 34.01
2023-09-30 $3.7M 118k 31.01
2023-06-30 $3.8M 117k 32.54
2023-03-31 $3.5M 109k 32.12
2022-12-31 $3.1M 106k 29.69
2022-09-30 $2.5M 96k 25.80
2022-06-30 $2.6M 92k 28.84
2022-03-31 $3.0M 86k 34.28
2021-12-31 $2.8M 78k 36.49

More positions owned by Montz Harcus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Montz Harcus Wealth Management

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