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BWM Planning’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

BWM Planning’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
2025
Q1 		– Sell
-14,339
Closed -$616K – 78
2024
Q4 		$616K Buy
14,339
+1,502
+12% +$64.1K 0.27% 52
2024
Q3 		$536K Buy
+12,837
New +$518K 0.24% 56

Other funds holding SPUS

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

BWM Planning's SPUS Position: Q1 2025 in Review

BWM Planning sold out of SP Funds S&P 500 Sharia ETF (SPUS) in Q1 2025, closing a stake of 14,339 shares — an estimated $616K sold.

BWM Planning first reported a position in SPUS in Q3 2024 and held it in 2 quarters. The position peaked at $616K in Q4 2024. 66 funds tracked by Wall St. Rank hold SPUS as of Q1 2025.

  • BWM Planning reported no remaining SP Funds S&P 500 Sharia ETF position as of Q1 2025 after selling out during the quarter.
  • BWM Planning sold 14,339 SP Funds S&P 500 Sharia ETF shares in Q1 2025, an estimated $616K.
  • BWM Planning first reported a position in SP Funds S&P 500 Sharia ETF in Q3 2024 and held it in 2 quarters.
  • BWM Planning's SP Funds S&P 500 Sharia ETF position peaked at $616K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q1 2025.

Based on BWM Planning's 13F filing for Q1 2025, filed 14 May 2025.