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BWM Planning’s SP Funds Dow Jones Global Sukuk ETF SPSK Stock Holding History

BWM Planning’s Portfolio SPSK Stock Details SPSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Buy
14,214
+122
+0.9% +$2.2K 0.06% 89
2026
Q1 		$252K Buy
14,092
+559
+4% +$10.2K 0.07% 78
2025
Q4 		$247K Hold
13,533
– – 0.07% 80
2025
Q3 		$250K Hold
13,533
– – 0.07% 82
2025
Q2 		$247K Sell
13,533
-5
-0% -$90 0.09% 73
2025
Q1 		$244K Buy
13,538
+48
+0.4% +$856 0.1% 68
2024
Q4 		$241K Buy
13,490
+2,450
+22% +$44.4K 0.1% 71
2024
Q3 		$203K Buy
+11,040
New +$200K 0.09% 75

Other funds holding SPSK

S
ShariaPortfolio Lake Mary, Florida $283M AUM 47.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

BWM Planning's SPSK Position: Q2 2026 in Review

BWM Planning increased its SP Funds Dow Jones Global Sukuk ETF (SPSK) stake by 0.87% in Q2 2026, buying an estimated $2.2K and bringing the position to 14,214 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #89.

BWM Planning first reported a position in SPSK in Q3 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold SPSK as of Q2 2026.

  • BWM Planning held 14,214 shares of SP Funds Dow Jones Global Sukuk ETF worth $256K as of Q2 2026.
  • BWM Planning bought 122 SP Funds Dow Jones Global Sukuk ETF shares in Q2 2026, an estimated $2.2K.
  • SP Funds Dow Jones Global Sukuk ETF made up 0.06% of BWM Planning's portfolio in Q2 2026, its #89 holding.
  • BWM Planning first reported a position in SP Funds Dow Jones Global Sukuk ETF in Q3 2024 and has held it in 8 quarters since.
  • 73 funds tracked by Wall St. Rank held SP Funds Dow Jones Global Sukuk ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.