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SPDR S&P World ex-US shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 58k 37.56
2024-06-30 $1.8M 50k 35.08
2018-06-30 $128k 4.2k 30.33

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Aon Shs Cl A (AON)

View all positions for Summit Trail Advisors

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