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Sp Funds Trust shares owned by Merkkuri Wealth Advisors

Quarter-by-quarter ownership of Sp Funds Trust (SPTE) shares owned by Merkkuri Wealth Advisors from 13F filings

Historical chart of Merkkuri Wealth Advisors investment in Sp Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Sp Funds Trust held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sp Funds Trust by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $25k 719 34.66

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Merkkuri Wealth Advisors

Top funds holding Sp Funds Trust

Shariaportfolio
Toroso Investments
TD Waterhouse Canada
Jane Street
Susquehanna International
Cetera Investment Advisers
RFG Advisory
Farther Finance Advisors
Strengthening Families & Communities
CWM
UBS Group
Sunbelt Securities
Merkkuri Wealth Advisors
IFP Advisors
Gables Capital Management

View all funds holding Sp Funds Trust