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

Valeo Financial 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 Q2	$367K	Buy	10,615 +5	+0%	+$162	0.01%	547
2026 Q1	$299K	Buy	+10,610	New	+$311K	0.01%	547

Other funds holding SPWO

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

MWM

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

Valeo Financial Advisors's SPWO Position: Q2 2026 in Review

Valeo Financial Advisors increased its SP Funds S&P World ex-US ETF (SPWO) stake by 0.05% in Q2 2026, buying an estimated $162 and bringing the position to 10,615 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #547.

Valeo Financial Advisors first reported a position in SPWO in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold SPWO as of Q2 2026.

Valeo Financial Advisors held 10,615 shares of SP Funds S&P World ex-US ETF worth $367K as of Q2 2026.
Valeo Financial Advisors bought 5 SP Funds S&P World ex-US ETF shares in Q2 2026, an estimated $162.
SP Funds S&P World ex-US ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #547 holding.
Valeo Financial Advisors first reported a position in SP Funds S&P World ex-US ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.