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Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf (WDIV) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $20k 244 79.91

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Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
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Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
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Ishares Tr Rus Md Cp Gr Etf (IWP)
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Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf

AE Wealth Management
LPL Financial
Morgan Stanley
Bank of America Corporation
State Street Corporation
Gts Securities
KKM Financial
CI Private Wealth
Raymond James Financial
Ameriprise Financial
Sontag Advisory
Royal Bank of Canada
Mariner Wealth Advisors
Captrust Financial Advisors
Jane Street

View all funds holding Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf