BH
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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
Q2 		$29K Hold
838
– – 0.01% 180
2026
Q1 		$23.6K Buy
+838
New +$24.5K 0.01% 190

Other funds holding SPWO

S
ShariaPortfolio Lake Mary, Florida $283M AUM 47.51% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
JMBA
J. M. Brown & Associates Tulsa, Oklahoma $175M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Burk Holdings's SPWO Position: Q2 2026 in Review

Burk Holdings held its SP Funds S&P World ex-US ETF (SPWO) position steady in Q2 2026 at 838 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #180.

Burk Holdings first reported a position in SPWO in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold SPWO as of Q2 2026.

  • Burk Holdings held 838 shares of SP Funds S&P World ex-US ETF worth $29K as of Q2 2026.
  • Burk Holdings left its SP Funds S&P World ex-US ETF share count unchanged in Q2 2026.
  • SP Funds S&P World ex-US ETF made up 0.01% of Burk Holdings's portfolio in Q2 2026, its #180 holding.
  • Burk Holdings first reported a position in SP Funds S&P World ex-US ETF in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.