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Steward Partners Investment Advisory’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Steward Partners Investment Advisory’s Portfolio SPUS Stock Details SPUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.3K Sell
1,398
-135
-9% -$6.83K ﹤0.01% 2611
2025
Q4 		$78.3K Hold
1,533
– – ﹤0.01% 2434
2025
Q3 		$75.7K Hold
1,533
– – ﹤0.01% 2399
2025
Q2 		$68K Hold
1,533
– – ﹤0.01% 2316
2025
Q1 		$59.7K Buy
1,533
+1,078
+237% +$45.5K ﹤0.01% 2289
2024
Q4 		$19.5K Hold
455
– – ﹤0.01% 2809
2024
Q3 		$19K Buy
+455
New +$18.4K ﹤0.01% 2683
2024
Q1 		– Sell
-758
Closed -$25.9K – 3665
2023
Q4 		$25.9K Buy
+758
New +$24.4K ﹤0.01% 2283

Other funds holding SPUS

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Steward Partners Investment Advisory's SPUS Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its SP Funds S&P 500 Sharia ETF (SPUS) stake by 8.8% in Q1 2026, selling an estimated $6.83K and leaving 1,398 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Steward Partners Investment Advisory first reported a position in SPUS in Q4 2023 and has held it in 8 quarters since. The position peaked at $78.3K in Q4 2025. 83 funds tracked by Wall St. Rank hold SPUS as of Q1 2026.

  • Steward Partners Investment Advisory held 1,398 shares of SP Funds S&P 500 Sharia ETF worth $67.3K as of Q1 2026.
  • Steward Partners Investment Advisory sold 135 SP Funds S&P 500 Sharia ETF shares in Q1 2026, an estimated $6.83K.
  • SP Funds S&P 500 Sharia ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2611 holding.
  • Steward Partners Investment Advisory first reported a position in SP Funds S&P 500 Sharia ETF in Q4 2023 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's SP Funds S&P 500 Sharia ETF position peaked at $78.3K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.