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

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

Historical chart of Pensionmark Financial 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 Pensionmark Financial 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 39k 37.56
2024-06-30 $1.2M 35k 35.08
2023-12-31 $307k 9.0k 34.01

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Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial 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