# SP FUNDS TRUST (SPWO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPWO/

- Reporting holders: 2
- Reported value: $983.2K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $627.4K | 18,728 | 0.0% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $355.8K | 10,620 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $983.2K |
| Q2 2026 | 34 | $51.3M |
| Q1 2026 | 24 | $21.7M |
| Q4 2025 | 19 | $45.7M |
| Q3 2025 | 21 | $42.1M |
| Q2 2025 | 15 | $31.3M |
| Q1 2025 | 13 | $22.6M |
| Q4 2024 | 12 | $16.8M |
| Q3 2024 | 13 | $17.5M |
| Q2 2024 | 5 | $12.5M |
| Q1 2024 | 4 | $8.0M |
| Q4 2023 | 2 | $6.8M |