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

UBS Group’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	$11.2K	Buy	+325	New	+$10.5K	﹤0.01%	8512
2025 Q4	–	Sell	-738	Closed	-$19.7K	–	11124
2025 Q3	$19.7K	Buy	+738	New	+$18.5K	﹤0.01%	8164
2025 Q2	–	Sell	-920	Closed	-$20.2K	–	10801
2025 Q1	$20.2K	Buy	+920	New	+$20.9K	﹤0.01%	8231
2024 Q4	–	Sell	-1,651	Closed	-$38.6K	–	10367
2024 Q3	$38.6K	Buy	+1,651	New	+$37K	﹤0.01%	6989
2024 Q1	–	Sell	-59,011	Closed	-$1.2M	–	9977
2023 Q4	$1.2M	Buy	+59,011	New	+$1.19M	﹤0.01%	4338

Other funds holding SPWO

ShariaPortfolio Lake Mary, Florida $283M AUM 47.51% 1-Year Est. Return

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

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 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group's SPWO Position: Q2 2026 in Review

UBS Group opened a new position in SP Funds S&P World ex-US ETF (SPWO) in Q2 2026: 325 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #8512 among its holdings. This is a return to the name: UBS Group previously reported a position in SPWO as recently as Q3 2025.

UBS Group first reported a position in SPWO in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.2M in Q4 2023. 25 funds tracked by Wall St. Rank hold SPWO as of Q2 2026.

UBS Group held 325 shares of SP Funds S&P World ex-US ETF worth $11.2K as of Q2 2026.
SP Funds S&P World ex-US ETF was a new UBS Group position in Q2 2026.
SP Funds S&P World ex-US ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8512 holding.
UBS Group first reported a position in SP Funds S&P World ex-US ETF in Q4 2023 and has held it in 5 quarters since.
UBS Group's SP Funds S&P World ex-US ETF position peaked at $1.2M in Q4 2023.
25 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.