SPWO Institutional Ownership
SP Funds S&P World (ex-US) ETF
1W: +1.2%
1M: +3.4%
3M: +0.8%
YTD: +22.8%
1Y: +27.0%
$34.26
+0.66 (+1.96%)
Weekly Expected Move ±2.8%
$32
$33
$34
$35
$36
Overview
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Institutional Ownership — SPWO
35
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
51M
Total Invested
12
New Positions
12
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (37 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SHARIAPORTFOLIO, INC. | 783,860 | $27M | +4,200 | +0.5% | 11Q | SEC ↗ |
| 2 | rebel Financial LLC | 173,896 | $6M | -778 | -0.4% | 4Q | SEC ↗ |
| 3 | RFG Advisory, LLC | 130,363 | $4M | -7,330 | -5.3% | 8Q | SEC ↗ |
| 4 | Advocacy Wealth Management, LLC | 94,504 | $3M | +17,698 | +23.0% | 2Q | SEC ↗ |
| 5 | Tidal Investments LLC | 94,476 | $3M | -850 | -0.9% | 8Q | SEC ↗ |
| 6 | TD Waterhouse Canada Inc. | 56,091 | $2M | +6,147 | +12.3% | 8Q | SEC ↗ |
| 7 | GTS SECURITIES LLC NEW | 36,072 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 31,781 | $1M | -68,823 | -68.4% | 8Q | SEC ↗ |
| 9 | Cerro Pacific Wealth Advisors LLC | 24,855 | $852K | +17,026 | +217.5% | 2Q | SEC ↗ |
| 10 | J. M. Brown & Associates Inc. NEW | 19,957 | $684K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 19,102 | $654K | +1,884 | +10.9% | 2Q | SEC ↗ |
| 12 | Farther Finance Advisors, LLC | 17,529 | $601K | +13,143 | +299.7% | 3Q | SEC ↗ |
| 13 | Creative Planning | 16,611 | $569K | +1,227 | +8.0% | 5Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC NEW | 13,474 | $462K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Strengthening Families & Communities, | 13,253 | $454K | +518 | +4.1% | 10Q | SEC ↗ |
| 16 | TRUIST FINANCIAL CORP NEW | 13,080 | $448K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Lido Advisors, LLC | 12,762 | $437K | — | +0.0% | 4Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 11,665 | $400K | +1,143 | +10.9% | 2Q | SEC ↗ |
| 19 | Valeo Financial Advisors, LLC | 10,615 | $364K | +5 | +0.0% | 2Q | SEC ↗ |
| 20 | Federation des caisses Desjardins du Q | 10,405 | $356K | -335 | -3.1% | 8Q | SEC ↗ |
| 21 | MISSION WEALTH MANAGEMENT, LP NEW | 10,261 | $352K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Mariner, LLC | 9,859 | $338K | — | +0.0% | 3Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC NEW | 9,697 | $332K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Range Advisory, LLC | 9,147 | $313K | +1,230 | +15.5% | 2Q | SEC ↗ |
| 25 | CWM, LLC | 8,275 | $284K | +1,538 | +22.8% | 5Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC NEW | 6,698 | $229K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Pacific Center for Financial Services | 2,148 | $74K | +5 | +0.2% | 5Q | SEC ↗ |
| 28 | NATIONAL BANK OF CANADA /FI | 1,464 | $50K | — | +0.0% | 10Q | SEC ↗ |
| 29 | Timbuktu Capital Management, LLC NEW | 975 | $33K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Burk Holdings LLC | 838 | $29K | — | +0.0% | 2Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 750 | $26K | — | +0.0% | 9Q | SEC ↗ |
| 32 | GABLES CAPITAL MANAGEMENT INC. | 366 | $13K | — | +0.0% | 8Q | SEC ↗ |
| 33 | UBS Group AG NEW | 325 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Larson Financial Group LLC NEW | 302 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. NEW | 31 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 36 | FMR LLC NEW | 26 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Advisory Services Network, LLC | 0 | $0K | -183 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| GTS SECURITIES LLC | 36,072 | $1M |
| J. M. Brown & Associates Inc. | 19,957 | $684K |
| ENVESTNET ASSET MANAGEMENT INC | 13,474 | $462K |
| TRUIST FINANCIAL CORP | 13,080 | $448K |
| MISSION WEALTH MANAGEMENT, LP | 10,261 | $352K |
| CITADEL ADVISORS LLC | 9,697 | $332K |
| GOLDMAN SACHS GROUP INC | 6,698 | $229K |
| Timbuktu Capital Management, LLC | 975 | $33K |
| UBS Group AG | 325 | $11K |
| Larson Financial Group LLC | 302 | $10K |
| OSAIC HOLDINGS, INC. | 31 | $1K |
| FMR LLC | 26 | $1K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisory Services Network, LLC | 183 | $6K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Advocacy Wealth Management, LLC | +17,698 | +23.0% | 94,504 |
| Cerro Pacific Wealth Advisors LLC | +17,026 | +217.5% | 24,855 |
| Farther Finance Advisors, LLC | +13,143 | +299.7% | 17,529 |
| TD Waterhouse Canada Inc. | +6,147 | +12.3% | 56,091 |
| SHARIAPORTFOLIO, INC. | +4,200 | +0.5% | 783,860 |
| Cetera Investment Advisers | +1,884 | +10.9% | 19,102 |
| CWM, LLC | +1,538 | +22.8% | 8,275 |
| Range Advisory, LLC | +1,230 | +15.5% | 9,147 |
| Creative Planning | +1,227 | +8.0% | 16,611 |
| HighTower Advisors, LLC | +1,143 | +10.9% | 11,665 |
| Strengthening Families & Communitie | +518 | +4.1% | 13,253 |
| Pacific Center for Financial Servic | +5 | +0.2% | 2,148 |
| Valeo Financial Advisors, LLC | +5 | +0.0% | 10,615 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -68,823 | -68.4% | 31,781 |
| RFG Advisory, LLC | -7,330 | -5.3% | 130,363 |
| Tidal Investments LLC | -850 | -0.9% | 94,476 |
| rebel Financial LLC | -778 | -0.4% | 173,896 |
| Federation des caisses Desjardins d | -335 | -3.1% | 10,405 |