Lido Advisors
SPWO icon

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

Lido 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
Q3 		$428K Hold
12,762
– – ﹤0.01% 1556
2026
Q2 		$441K Hold
12,762
– – ﹤0.01% 1548
2026
Q1 		$360K Buy
12,762
+1,267
+11% +$37.1K ﹤0.01% 1475
2025
Q4 		$306K Hold
11,495
– – ﹤0.01% 1558
2025
Q3 		$306K Buy
+11,495
New +$287K ﹤0.01% 1480

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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's SPWO Position: Q3 2026 in Review

Lido Advisors held its SP Funds S&P World ex-US ETF (SPWO) position steady in Q3 2026 at 12,762 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Lido Advisors first reported a position in SPWO in Q3 2025 and has held it in 5 quarters since. The position peaked at $441K in Q2 2026. 27 funds tracked by Wall St. Rank hold SPWO as of Q3 2026.

  • Lido Advisors held 12,762 shares of SP Funds S&P World ex-US ETF worth $428K as of Q3 2026.
  • Lido Advisors left its SP Funds S&P World ex-US ETF share count unchanged in Q3 2026.
  • SP Funds S&P World ex-US ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1556 holding.
  • Lido Advisors first reported a position in SP Funds S&P World ex-US ETF in Q3 2025 and has held it in 5 quarters since.
  • Lido Advisors's SP Funds S&P World ex-US ETF position peaked at $441K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.