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

BWM Planning’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
2025
Q1 		– Sell
-30,538
Closed -$669K – 79
2024
Q4 		$669K Buy
30,538
+4,523
+17% +$103K 0.29% 50
2024
Q3 		$609K Buy
+26,015
New +$583K 0.27% 54

Other funds holding SPWO

S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BWM Planning's SPWO Position: Q1 2025 in Review

BWM Planning sold out of SP Funds S&P World ex-US ETF (SPWO) in Q1 2025, closing a stake of 30,538 shares — an estimated $669K sold.

BWM Planning first reported a position in SPWO in Q3 2024 and held it in 2 quarters. The position peaked at $669K in Q4 2024. 13 funds tracked by Wall St. Rank hold SPWO as of Q1 2025.

  • BWM Planning reported no remaining SP Funds S&P World ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • BWM Planning sold 30,538 SP Funds S&P World ex-US ETF shares in Q1 2025, an estimated $669K.
  • BWM Planning first reported a position in SP Funds S&P World ex-US ETF in Q3 2024 and held it in 2 quarters.
  • BWM Planning's SP Funds S&P World ex-US ETF position peaked at $669K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q1 2025.

Based on BWM Planning's 13F filing for Q1 2025, filed 14 May 2025.