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SPDR S&P World ex-US shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $488k 13k 37.56
2024-06-30 $456k 13k 35.08
2024-03-31 $466k 13k 35.84
2023-12-31 $442k 13k 34.01

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for Shepherd Financial Partners

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