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

Creative 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
2026
Q3 		$1.82M Buy
54,264
+37,653
+227% +$1.24M ﹤0.01% 2272
2026
Q2 		$574K Buy
16,611
+1,227
+8% +$39.7K ﹤0.01% 3092
2026
Q1 		$434K Buy
15,384
+37
+0.2% +$1.08K ﹤0.01% 3139
2025
Q4 		$419K Buy
15,347
+70
+0.5% +$1.89K ﹤0.01% 2991
2025
Q3 		$407K Buy
15,277
+46
+0.3% +$1.15K ﹤0.01% 2902
2025
Q2 		$372K Buy
+15,231
New +$347K ﹤0.01% 2718

Other funds holding SPWO

ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
rebel Financial
rebel Financial Groveport, Ohio $245M AUM 6.88% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Wrenne Financial Planning
Wrenne Financial Planning Lexington, Kentucky $303M AUM 11.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Creative Planning's SPWO Position: Q3 2026 in Review

Creative Planning increased its SP Funds S&P World ex-US ETF (SPWO) stake by 227% in Q3 2026, buying an estimated $1.24M and bringing the position to 54,264 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Creative Planning first reported a position in SPWO in Q2 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold SPWO as of Q3 2026.

  • Creative Planning held 54,264 shares of SP Funds S&P World ex-US ETF worth $1.82M as of Q3 2026.
  • Creative Planning bought 37,653 SP Funds S&P World ex-US ETF shares in Q3 2026, an estimated $1.24M.
  • SP Funds S&P World ex-US ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2272 holding.
  • Creative Planning first reported a position in SP Funds S&P World ex-US ETF in Q2 2025 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.