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SPDR S&P World ex-US shares owned by Optimist Retirement Group

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

Historical chart of Optimist Retirement Group 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 Optimist Retirement Group 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 Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 164k 37.56
2024-06-30 $5.6M 160k 35.08
2024-03-31 $5.6M 158k 35.84
2023-12-31 $5.2M 152k 34.01

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eli Lilly & Co. (LLY)
H&R Block (HRB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)

View all positions for Optimist Retirement Group

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