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SPRX
+4.10 · +11.40%
$40.03 · NASDAQ

Spear Alpha ETF (SPRX) ETF Analysis | Technology

Spear · USA
AUM:$154.9M
#– of – in Technology ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 59.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is SPRX?

The fund is an actively-managed exchange-traded fund ("ETF") that will invest primarily in equity securities, including common stock or American depositary receipts ("ADRs") of companies that Spear Advisors LLC (the "Adviser") believes are poised to benefit from breakthrough innovation in industrial technology. The Adviser defines "innovation in industrial technology" as those technological developments that are transforming or have the potential to transform the industrial sector.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SPRX delivered 59.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 62.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$154.9M
Expense Ratio0.75%
Dividend Yield0.00%
Holdings28
Inception DateAug 2021
Domicile–
Distribution–
Index–
ProviderSpear
Beta1.87
CategoryTechnology
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.8%
1Y
+26.0%
3Y
+147.5%
5Y
+109.8%
OpenBook InsightIf you had invested £10,000 in SPRX 5 years ago, it would have grown to £20,976 — a gain of £10,976.

Annual Returns

Calendar year performance

SPRX delivered positive returns in 4 of the last 5 calendar years.
YearSPRX
2026 YTD+9.9%
2025+36.9%
2024+26.1%
2023+90.6%
2022-44.8%
CAGR 4yr+16.1%
4/5 positive yearsAvg return: +23.7%Worst year: -44.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
71.5%
Very High
Momentum
-0.7%
30-day change
Support Level
43.96
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.
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