Wrenne Financial Planning LLC Makes New $719,000 Investment in SP Funds S&P World (ex-US) ETF $SPWO

Wrenne Financial Planning LLC acquired a new stake in SP Funds S&P World (ex-US) ETF (NYSEARCA:SPWO) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 21,449 shares of the company’s stock, valued at approximately $719,000. SP Funds S&P World (ex-US) ETF makes up about 0.2% of Wrenne Financial Planning LLC’s portfolio, making the stock its 28th biggest holding. Wrenne Financial Planning LLC owned 0.28% of SP Funds S&P World (ex-US) ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in SPWO. Timbuktu Capital Management LLC bought a new position in SP Funds S&P World (ex-US) ETF during the 2nd quarter worth about $34,000. IFP Advisors Inc acquired a new stake in shares of SP Funds S&P World (ex-US) ETF in the 3rd quarter valued at about $51,000. Range Advisory LLC lifted its holdings in shares of SP Funds S&P World (ex-US) ETF by 15.5% in the second quarter. Range Advisory LLC now owns 9,147 shares of the company’s stock valued at $316,000 after purchasing an additional 1,230 shares in the last quarter. Lido Advisors LLC lifted its holdings in shares of SP Funds S&P World (ex-US) ETF by 11.0% in the first quarter. Lido Advisors LLC now owns 12,762 shares of the company’s stock valued at $360,000 after purchasing an additional 1,267 shares in the last quarter. Finally, Strengthening Families & Communities LLC lifted its holdings in shares of SP Funds S&P World (ex-US) ETF by 4.1% in the second quarter. Strengthening Families & Communities LLC now owns 13,253 shares of the company’s stock valued at $458,000 after purchasing an additional 518 shares in the last quarter.

SP Funds S&P World (ex-US) ETF Price Performance

SPWO stock opened at $30.94 on Thursday. The stock has a market capitalization of $238.24 million, a P/E ratio of 19.74 and a beta of 0.97. The business has a 50-day moving average of $32.92 and a 200-day moving average of $31.86. SP Funds S&P World has a fifty-two week low of $25.51 and a fifty-two week high of $35.46.

About SP Funds S&P World (ex-US) ETF

The SP Funds S&P World (ex-US) ETF (SPWO) is an exchange-traded fund that is based on the S&P DM Ex-U.S. & EM 50/50 Shariah index. The fund tracks an index of 500 Sharia-compliant companies from developed and emerging markets outside the US. Holdings are modified market cap-weighted SPWO was launched on Dec 19, 2023 and is issued by SP Funds.