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SPDR S&P World ex-US shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth 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 Pacific Excel Wealth 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $299k 6.6k 45.10

More positions owned by Pacific Excel Wealth Advisors

Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Vanguard World Mega Cap Val Etf (MGV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Chevron Corporation (CVX)
First Tr Exchange-traded Limited Duration (FSIG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchange-traded Growth Strength (FTGS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Com Shs (FTA)

View all positions for Pacific Excel Wealth Advisors

Top funds holding SPDR S&P World ex-US

Creative Planning
Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
CWM
Auto-Owners Insurance
Tiaa Trust, National Association
State Street Corporation
UBS Group
Betterment
Envestnet Asset Management
Vantagepoint Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Horizon Investments

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