Who owns SPWO?
SP Funds S&P World ETF · SP Funds
33 institutions reported holding SPWO, worth $50.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPWO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Shariaportfolio, Inc. | Lake Mary, FL | $27.1M | 783,860 | New position |
| RFG Advisory, LLC | Birmingham, AL | $4.5M | 130,363 | −7,330 shares |
| Advocacy Wealth Management, LLC | Atlanta, GA | $3.3M | 94,504 | +17,698 shares |
| Tidal Investments LLC | Milwaukee, WI | $3.3M | 94,476 | −850 shares |
| TD Waterhouse Canada Inc. | Toronto, Ontario, Canada | $1.9M | 56,091 | +6,147 shares |
| GTS Securities LLC | New York, NY | $1.2M | 36,072 | New position |
| Jane Street Group, LLC | New York, NY | $1.1M | 31,781 | −68,823 shares |
| Cerro Pacific Wealth Advisors LLC | San Luis Obispo, CA | $859K | 24,855 | +17,026 shares |
| J. M. Brown & Associates Inc. | Tulsa, OK | $690K | 19,957 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $661K | 19,102 | +1,884 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPWO?
33 institutional managers reported holding SPWO in Form 13F filings for June 30, 2026, worth $50.2M in total. The largest reported position was held by Shariaportfolio, Inc., at $27.1M.
Did institutions buy or sell SPWO last quarter?
Reported 13F value rose 207.8% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPWO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.