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SPDR S&P World ex-US shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning 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 Vertex Planning 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 91k 34.01
2023-09-30 $2.7M 87k 31.01
2023-06-30 $2.1M 64k 32.54
2023-03-31 $2.0M 62k 32.12
2022-12-31 $883k 30k 29.69

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding SPDR S&P World ex-US

Creative Planning
Hanson McClain Advisors
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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
Pathstone Holdings
Gradient Investments
Advisory Alpha

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