Envestnet Asset Management’s SP Funds S&P World ex-US ETF SPWO Stock Holding History

Envestnet Asset Management’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	$466K	Buy	+13,474	New	+$436K	﹤0.01%	4134

Other funds holding SPWO

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

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

FFA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Envestnet Asset Management's SPWO Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in SP Funds S&P World ex-US ETF (SPWO) in Q2 2026: 13,474 shares worth $466K. The stake represents ﹤0.01% of the portfolio and ranks #4134 among its holdings.

12 funds tracked by Wall St. Rank hold SPWO as of Q2 2026.

Envestnet Asset Management held 13,474 shares of SP Funds S&P World ex-US ETF worth $466K as of Q2 2026.
SP Funds S&P World ex-US ETF was a new Envestnet Asset Management position in Q2 2026.
SP Funds S&P World ex-US ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4134 holding.
12 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.