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
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

S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Lido Advisors's SPWO Position: Q1 2026 in Review

Lido Advisors increased its SP Funds S&P World ex-US ETF (SPWO) stake by 11% in Q1 2026, buying an estimated $37.1K and bringing the position to 12,762 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Lido Advisors first reported a position in SPWO in Q3 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold SPWO as of Q1 2026.

  • Lido Advisors held 12,762 shares of SP Funds S&P World ex-US ETF worth $360K as of Q1 2026.
  • Lido Advisors bought 1,267 SP Funds S&P World ex-US ETF shares in Q1 2026, an estimated $37.1K.
  • SP Funds S&P World ex-US ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1475 holding.
  • Lido Advisors first reported a position in SP Funds S&P World ex-US ETF in Q3 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.