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Waverly Advisors’s SP Funds S&P Global REIT Sharia ETF SPRE Stock Holding History

Waverly Advisors’s Portfolio SPRE Stock Details SPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,258
Closed -$298K – 1217
2025
Q1 		$298K Buy
15,258
+151
+1% +$3.04K ﹤0.01% 926
2024
Q4 		$299K Buy
15,107
+2,107
+16% +$44.1K ﹤0.01% 823
2024
Q3 		$286K Buy
13,000
+3,000
+30% +$62.7K 0.01% 695
2024
Q2 		$195K Buy
+10,000
New +$192K ﹤0.01% 771

Other funds holding SPRE

S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

Waverly Advisors's SPRE Position: Q2 2025 in Review

Waverly Advisors sold out of SP Funds S&P Global REIT Sharia ETF (SPRE) in Q2 2025, closing a stake of 15,258 shares — an estimated $298K sold.

Waverly Advisors first reported a position in SPRE in Q2 2024 and held it in 4 quarters. The position peaked at $299K in Q4 2024. 21 funds tracked by Wall St. Rank hold SPRE as of Q2 2025.

  • Waverly Advisors reported no remaining SP Funds S&P Global REIT Sharia ETF position as of Q2 2025 after selling out during the quarter.
  • Waverly Advisors sold 15,258 SP Funds S&P Global REIT Sharia ETF shares in Q2 2025, an estimated $298K.
  • Waverly Advisors first reported a position in SP Funds S&P Global REIT Sharia ETF in Q2 2024 and held it in 4 quarters.
  • Waverly Advisors's SP Funds S&P Global REIT Sharia ETF position peaked at $299K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held SP Funds S&P Global REIT Sharia ETF as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.