SPDR S&P World ex-US shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of SPDR S&P World ex-US (SPDW) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in SPDR S&P World ex-US
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Quarterly reported holdings in SPDR S&P World ex-US by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $437k | 10k | 42.79 |
| 2025-06-30 | $413k | 10k | 40.49 |
| 2025-03-31 | $386k | 11k | 36.41 |
| 2024-12-31 | $369k | 11k | 34.13 |
| 2024-09-30 | $349k | 9.3k | 37.56 |
| 2023-09-30 | $309k | 9.9k | 31.01 |
| 2022-12-31 | $283k | 8.8k | 32.31 |
| 2022-09-30 | $265k | 8.8k | 30.30 |
| 2022-03-31 | $247k | 8.1k | 30.58 |
More positions owned by WealthPlan Investment Management
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