Steward Partners Investment Advisory’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68K | Hold |
1,533
| – | – | ﹤0.01% | 2316 |
|
|
2025
Q1 | $59.7K | Buy |
1,533
+1,078
| +237% | +$42K | ﹤0.01% | 2289 |
|
|
2024
Q4 | $19.5K | Hold |
455
| – | – | ﹤0.01% | 2809 |
|
|
2024
Q3 | $19K | Buy |
+455
| New | +$19K | ﹤0.01% | 2683 |
|
|
2024
Q1 | – | Sell |
-758
| Closed | -$25.9K | – | 3665 |
|
|
2023
Q4 | $25.9K | Buy |
+758
| New | +$25.9K | ﹤0.01% | 2283 |
|