Which funds hold SPWO?

As of 2026-Q2, 4 institutional funds reported holding SPWO (SP FUNDS TRUST) in SEC 13F filings, with a combined reported value of $579.08K.

How many shares of SPWO do institutions own?

13F filers reported 16.75K shares of SPWO, worth $579.08K in aggregate at the end of 2026-Q2.

Is institutional ownership of SPWO rising or falling?

No prior-quarter baseline is available for a directional read.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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SPWO — SP FUNDS TRUST

Reported value held$809.31K

Funds holding (latest)5

Sector—

Funds holding (Q2 2026)4

Institutional value$579.08K · 16.75K sh

New / Add / Cut / Exit4 / 0 / 0 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

As of Q2 2026, 4 SEC-registered investment managers reported holding SPWO (SP FUNDS TRUST) in their latest 13F filings, with a combined reported value of $579.08K across 16.75K shares. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 4 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	9.70K	$335.32K	0.00%	New
Goldman Sachs Group history	6.70K	$231.62K	0.00%	New
UBS Group AG history	325	$11.24K	0.00%	New
Fidelity Management & Research (FMR) history	26	$901	0.00%	New

Q4 2025 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
Goldman Sachs Group history	13.45K	$367.21K	0.00%	New

Q3 2025 — 4 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	10.43K	$277.99K	0.00%	New
Morgan Stanley history	8.64K	$230.23K	0.00%	New
UBS Group AG history	738	$19.67K	0.00%	New
Fidelity Management & Research (FMR) history	1	$27	0.00%	New

Q1 2025 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
UBS Group AG history	920	$20.20K	0.00%	New

Q3 2024 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
UBS Group AG history	1.65K	$38.65K	0.00%	New

Q1 2024 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	27.81K	$590.78K	0.00%	New

New Positions (Q2 2026)

Citadel Advisors 9.70K sh · $335.32K
Goldman Sachs Group 6.70K sh · $231.62K
UBS Group AG 325 sh · $11.24K
Fidelity Management & Research (FMR) 26 sh · $901

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

Fund	Q2 2026	Q4 2025	Q3 2025	Q1 2025	Q3 2024	Q1 2024	Q4 2023
Citadel Advisors	9.70K	—	10.43K	—	—	27.81K	—
Goldman Sachs Group	6.70K	13.45K	—	—	—	—	—
UBS Group AG	325	—	738	920	1.65K	—	59.01K
Fidelity Management & Research (FMR)	26	—	1	—	—	—	—
Morgan Stanley	—	—	8.64K	—	—	—	—

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