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J. M. Brown & Associates Inc.’s SP Funds S&P World ex-US ETF SPWO Stock Holding History

J. M. Brown & Associates Inc.’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 		$690K Buy
+19,957
New +$646K 0.39% 82

Other funds holding SPWO

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

J. M. Brown & Associates Inc.'s SPWO Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in SP Funds S&P World ex-US ETF (SPWO) in Q2 2026: 19,957 shares worth $690K. The stake represents 0.39% of the portfolio and ranks #82 among its holdings.

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

  • J. M. Brown & Associates Inc. held 19,957 shares of SP Funds S&P World ex-US ETF worth $690K as of Q2 2026.
  • SP Funds S&P World ex-US ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • SP Funds S&P World ex-US ETF made up 0.39% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #82 holding.
  • 6 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.