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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
Q2 		– Sell
-719
Closed -$24.9K – 310
2026
Q1 		$24.9K Buy
+719
New +$26.2K 0.02% 170

Other funds holding SPTE

S
ShariaPortfolio Lake Mary, Florida $283M AUM 47.51% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Merkkuri Wealth Advisors's SPTE Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of SP Funds S&P Global Technology ETF (SPTE) in Q2 2026, closing a stake of 719 shares — an estimated $24.9K sold.

Merkkuri Wealth Advisors first reported a position in SPTE in Q1 2026 and held it in 1 quarter. The position peaked at $24.9K in Q1 2026. 20 funds tracked by Wall St. Rank hold SPTE as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining SP Funds S&P Global Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 719 SP Funds S&P Global Technology ETF shares in Q2 2026, an estimated $24.9K.
  • Merkkuri Wealth Advisors first reported a position in SP Funds S&P Global Technology ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's SP Funds S&P Global Technology ETF position peaked at $24.9K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held SP Funds S&P Global Technology ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.