SPDR S&P World ex-US shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P World ex-US (SPDW) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in SPDR S&P World ex-US
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Quarterly reported holdings in SPDR S&P World ex-US by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $812k | 19k | 43.58 |
| 2025-06-30 | $752k | 19k | 40.38 |
| 2025-03-31 | $648k | 19k | 33.56 |
| 2024-12-31 | $662k | 19k | 34.51 |
| 2024-09-30 | $691k | 19k | 36.92 |
| 2024-06-30 | $673k | 19k | 35.91 |
| 2024-03-31 | $747k | 21k | 35.45 |
| 2023-12-31 | $720k | 21k | 33.77 |
| 2023-09-30 | $855k | 27k | 32.23 |
| 2023-06-30 | $1.1M | 34k | 32.27 |
| 2023-03-31 | $9.6M | 292k | 32.88 |
| 2022-12-31 | $8.8M | 298k | 29.69 |