Bank of Montreal’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Bank of Montreal’s Portfolio SPUS Stock Details SPUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$186K	Buy	3,865 +1,136	+42%	+$57.5K	﹤0.01%	2951
2025 Q4	$140K	Buy	+2,729	New	+$138K	﹤0.01%	2953
2025 Q2	–	Sell	-4,300	Closed	-$167K	–	3718
2025 Q1	$167K	Hold	4,300	–	–	﹤0.01%	2782
2024 Q4	$185K	Hold	4,300	–	–	﹤0.01%	2788
2024 Q3	$179K	Hold	4,300	–	–	﹤0.01%	3069
2024 Q2	$176K	Hold	4,300	–	–	﹤0.01%	3046
2024 Q1	$163K	Hold	4,300	–	–	﹤0.01%	3130
2023 Q4	$148K	Hold	4,300	–	–	﹤0.01%	3254
2023 Q3	$139K	Hold	4,300	–	–	﹤0.01%	3197
2023 Q2	$139K	Hold	4,300	–	–	﹤0.01%	3354
2023 Q1	$125K	Hold	4,300	–	–	﹤0.01%	3185
2022 Q4	$111K	Buy	+4,300	New	+$112K	﹤0.01%	3334

Other funds holding SPUS

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Bank of Montreal's SPUS Position: Q1 2026 in Review

Bank of Montreal increased its SP Funds S&P 500 Sharia ETF (SPUS) stake by 42% in Q1 2026, buying an estimated $57.5K and bringing the position to 3,865 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2951.

Bank of Montreal first reported a position in SPUS in Q4 2022 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold SPUS as of Q1 2026.

Bank of Montreal held 3,865 shares of SP Funds S&P 500 Sharia ETF worth $186K as of Q1 2026.
Bank of Montreal bought 1,136 SP Funds S&P 500 Sharia ETF shares in Q1 2026, an estimated $57.5K.
SP Funds S&P 500 Sharia ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2951 holding.
Bank of Montreal first reported a position in SP Funds S&P 500 Sharia ETF in Q4 2022 and has held it in 12 quarters since.
85 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.