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Burk Holdings’s SP Funds S&P World ex-US ETF SPWO Stock Holding History

Burk Holdings’s Portfolio SPWO Stock Details SPWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.6K Buy
+838
New +$24.5K 0.01% 190

Other funds holding SPWO

S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Burk Holdings's SPWO Position: Q1 2026 in Review

Burk Holdings opened a new position in SP Funds S&P World ex-US ETF (SPWO) in Q1 2026: 838 shares worth $23.6K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings.

24 funds tracked by Wall St. Rank hold SPWO as of Q1 2026.

  • Burk Holdings held 838 shares of SP Funds S&P World ex-US ETF worth $23.6K as of Q1 2026.
  • SP Funds S&P World ex-US ETF was a new Burk Holdings position in Q1 2026.
  • SP Funds S&P World ex-US ETF made up 0.01% of Burk Holdings's portfolio in Q1 2026, its #190 holding.
  • 24 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.