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Upturn AI SWOT - About
Spear Alpha ETF (SPRX)
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Upturn Advisory Summary
09/05/2025: SPRX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 136.64% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.48 | 52 Weeks Range 16.31 - 30.42 | Updated Date 06/29/2025 |
52 Weeks Range 16.31 - 30.42 | Updated Date 06/29/2025 |
Upturn AI SWOT
Spear Alpha ETF
ETF Overview
Overview
The Spear Alpha ETF (SPRX) is an actively managed ETF focused on identifying and investing in companies exhibiting high growth potential, innovation, and disruptive technologies across various sectors. It seeks long-term capital appreciation by leveraging the manager's expertise in identifying alpha-generating opportunities.
Reputation and Reliability
Spear Invest is a relatively new player in the ETF market, and its reputation is still developing. Reliability depends on the fund's performance and adherence to its stated investment strategy.
Management Expertise
The management team is composed of experienced investment professionals with expertise in technology and growth investing, which is essential for selecting appropriate investments for the ETF.
Investment Objective
Goal
Seeks long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy focused on identifying and investing in companies with high growth potential and disruptive technologies.
Composition The ETF primarily holds stocks of companies in sectors such as technology, consumer discretionary, and healthcare.
Market Position
Market Share: SPRX's market share in the innovation ETF segment is relatively small due to the presence of more established players.
Total Net Assets (AUM): 16846185
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Disruptive Technology ETF (CLOU)
- First Trust Innovation Leaders ETF (FPX)
Competitive Landscape
The innovation ETF industry is highly competitive, with numerous funds vying for investor capital. SPRX attempts to differentiate itself through its focused stock selection process, but faces stiff competition from larger and more established players with greater brand recognition. SPRX needs to prove it can outperform the competition.
Financial Performance
Historical Performance: The ETF's historical performance data is limited due to its relatively short operating history. Performance will fluctuate based on the success of its active stock picks.
Benchmark Comparison: A relevant benchmark would be a broad technology or growth index such as the Nasdaq 100 or the Russell 1000 Growth index. SPRX's performance should be compared against these benchmarks.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume for SPRX is moderate, indicating sufficient liquidity for typical investors.
Bid-Ask Spread
The bid-ask spread for SPRX is moderate, reflecting typical trading costs.
Market Dynamics
Market Environment Factors
SPRX's performance is significantly affected by economic growth, interest rates, technological advancements, and investor sentiment toward growth stocks.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of its underlying holdings and its ability to attract investor capital.
Moat and Competitive Advantages
Competitive Edge
SPRX's competitive advantage lies in its active management style and the fund manager's stock selection process focused on identifying disruptive technologies. The fund's ability to adapt quickly to market changes and capitalize on emerging trends could provide a competitive edge. SPRX could potentially outperform passive strategies by identifying unique opportunities. The fund's concentrated portfolio may contribute to higher alpha generation.
Risk Analysis
Volatility
SPRX likely exhibits higher volatility due to its focus on growth and technology stocks.
Market Risk
The primary market risk is the potential for significant price declines in the technology and growth sectors, along with risks specific to the individual companies held in the ETF.
Investor Profile
Ideal Investor Profile
The ideal investor for SPRX is one seeking long-term capital appreciation and willing to accept higher volatility for potentially higher returns.
Market Risk
SPRX is best suited for long-term investors with a high risk tolerance and a strong belief in the growth potential of disruptive technologies.
Summary
Spear Alpha ETF (SPRX) is an actively managed fund targeting long-term capital appreciation by investing in high-growth, innovative companies. SPRX faces stiff competition, particularly from larger ETFs with more established reputations. The ETF's performance is dependent on the fund manager's stock-picking ability and the overall performance of growth stocks. SPRX is suitable for investors with a high-risk tolerance and a long-term investment horizon seeking exposure to innovative technologies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Spear Alpha ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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. It is non-diversified.
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