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SageOak Financial’s SP Funds Dow Jones Global Sukuk ETF SPSK Stock Holding History

SageOak Financial’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 		$269K Buy
14,944
+120
+0.8% +$2.16K 0.18% 32
2026
Q1 		$265K Buy
14,824
+1,334
+10% +$24.2K 0.19% 31
2025
Q4 		$246K Buy
13,490
+231
+2% +$4.29K 0.18% 29
2025
Q3 		$245K Buy
13,259
+130
+1% +$2.39K 0.18% 28
2025
Q2 		$239K Buy
13,129
+531
+4% +$9.59K 0.19% 28
2025
Q1 		$227K Buy
12,598
+1,104
+10% +$19.7K 0.2% 30
2024
Q4 		$205K Buy
+11,494
New +$208K 0.19% 45

Other funds holding SPSK

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

SageOak Financial's SPSK Position: Q2 2026 in Review

SageOak Financial increased its SP Funds Dow Jones Global Sukuk ETF (SPSK) stake by 0.81% in Q2 2026, buying an estimated $2.16K and bringing the position to 14,944 shares worth $269K. The position accounts for 0.18% of the portfolio, ranked #32.

SageOak Financial first reported a position in SPSK in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold SPSK as of Q2 2026.

  • SageOak Financial held 14,944 shares of SP Funds Dow Jones Global Sukuk ETF worth $269K as of Q2 2026.
  • SageOak Financial bought 120 SP Funds Dow Jones Global Sukuk ETF shares in Q2 2026, an estimated $2.16K.
  • SP Funds Dow Jones Global Sukuk ETF made up 0.18% of SageOak Financial's portfolio in Q2 2026, its #32 holding.
  • SageOak Financial first reported a position in SP Funds Dow Jones Global Sukuk ETF in Q4 2024 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held SP Funds Dow Jones Global Sukuk ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.