Merkkuri Wealth Advisors’s SP Funds S&P Global Technology ETF SPTE Stock Holding History

Merkkuri Wealth Advisors’s Portfolio SPTE Stock Details SPTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.9K	Buy	+719	New	+$26.2K	0.02%	170

Other funds holding SPTE

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

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

SFCL

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merkkuri Wealth Advisors's SPTE Position: Q1 2026 in Review

Merkkuri Wealth Advisors opened a new position in SP Funds S&P Global Technology ETF (SPTE) in Q1 2026: 719 shares worth $24.9K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings.

19 funds tracked by Wall St. Rank hold SPTE as of Q1 2026.

Merkkuri Wealth Advisors held 719 shares of SP Funds S&P Global Technology ETF worth $24.9K as of Q1 2026.
SP Funds S&P Global Technology ETF was a new Merkkuri Wealth Advisors position in Q1 2026.
SP Funds S&P Global Technology ETF made up 0.02% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #170 holding.
19 funds tracked by Wall St. Rank held SP Funds S&P Global Technology ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.