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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P World ex-US held by Rooted 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

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
Raymond James Financial Services Advisors
Gradient Investments
Pathstone Holdings

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