Creative Planning
SPWO icon

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
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

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
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
JMBAI
J. M. Brown & Associates Inc. 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's SPWO Position: Q2 2026 in Review

Creative Planning increased its SP Funds S&P World ex-US ETF (SPWO) stake by 8% in Q2 2026, buying an estimated $39.7K and bringing the position to 16,611 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #3092.

Creative Planning first reported a position in SPWO in Q2 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold SPWO as of Q2 2026.

  • Creative Planning held 16,611 shares of SP Funds S&P World ex-US ETF worth $574K as of Q2 2026.
  • Creative Planning bought 1,227 SP Funds S&P World ex-US ETF shares in Q2 2026, an estimated $39.7K.
  • SP Funds S&P World ex-US ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3092 holding.
  • Creative Planning first reported a position in SP Funds S&P World ex-US ETF in Q2 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.