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Congress Wealth Management’s SP Funds Dow Jones Global Sukuk ETF SPSK Stock Holding History

Congress Wealth Management’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
2022
Q3 		– Sell
-17,477
Closed -$314K – 566
2022
Q2 		$314K Sell
17,477
-8
-0% -$146 0.01% 468
2022
Q1 		$328K Buy
17,485
+96
+0.6% +$1.84K 0.01% 500
2021
Q4 		$342K Buy
+17,389
New +$344K 0.01% 510

Other funds holding SPSK

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Congress Wealth Management's SPSK Position: Q3 2022 in Review

Congress Wealth Management sold out of SP Funds Dow Jones Global Sukuk ETF (SPSK) in Q3 2022, closing a stake of 17,477 shares — an estimated $314K sold.

Congress Wealth Management first reported a position in SPSK in Q4 2021 and held it in 3 quarters. The position peaked at $342K in Q4 2021. 14 funds tracked by Wall St. Rank hold SPSK as of Q3 2022.

  • Congress Wealth Management reported no remaining SP Funds Dow Jones Global Sukuk ETF position as of Q3 2022 after selling out during the quarter.
  • Congress Wealth Management sold 17,477 SP Funds Dow Jones Global Sukuk ETF shares in Q3 2022, an estimated $314K.
  • Congress Wealth Management first reported a position in SP Funds Dow Jones Global Sukuk ETF in Q4 2021 and held it in 3 quarters.
  • Congress Wealth Management's SP Funds Dow Jones Global Sukuk ETF position peaked at $342K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held SP Funds Dow Jones Global Sukuk ETF as of Q3 2022.

Based on Congress Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.