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SPDR S&P World ex-US shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of SPDR S&P World ex-US (SPDW) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $406k 8.9k 45.65

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding SPDR S&P World ex-US

Creative Planning
Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Auto-Owners Insurance
CWM
Tiaa Trust, National Association
State Street Corporation
UBS Group
Envestnet Asset Management
Betterment
Vantagepoint Investment Advisers
Commonwealth Equity Services
Stifel Financial
Horizon Investments

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