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Cerro Pacific Wealth Advisors’s SP Funds S&P World ex-US ETF SPWO Stock Holding History

Cerro Pacific Wealth Advisors’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 		$859K Buy
24,855
+17,026
+217% +$551K 0.19% 80
2026
Q1 		$221K Buy
+7,829
New +$229K 0.06% 148

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cerro Pacific Wealth Advisors's SPWO Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its SP Funds S&P World ex-US ETF (SPWO) stake by 217% in Q2 2026, buying an estimated $551K and bringing the position to 24,855 shares worth $859K. The position accounts for 0.19% of the portfolio, ranked #80.

Cerro Pacific Wealth Advisors first reported a position in SPWO in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold SPWO as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 24,855 shares of SP Funds S&P World ex-US ETF worth $859K as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 17,026 SP Funds S&P World ex-US ETF shares in Q2 2026, an estimated $551K.
  • SP Funds S&P World ex-US ETF made up 0.19% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Cerro Pacific Wealth Advisors first reported a position in SP Funds S&P World ex-US ETF in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.