SP Funds S&P Global Technology ETF(SPTE)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$48.48
10/28/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for SPTE

10/28/2026: SPTE (2-star) is currently NOT-A-BUY. Pass it for now.

SPTE offers targeted access to global technology companies that adhere to Sharia-compliant financial and business screening criteria. Its primary strength lies in providing a specialized investment vehicle that aligns with specific religious values, though this comes with higher expense ratios and lower liquidity than broader technology ETFs. Investors should view this as a core thematic holding within an ethical portfolio, keeping in mind that its concentration in technology and specific screening filters create distinct market risks. It is best suited for long-term investors looking for ethical alignment within their growth-oriented allocations.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.

Investor Fit

Investor styleFitWhy
Growth investorStrong fitThe focus on the technology sector aligns well with long-term capital appreciation goals.
Momentum investorStrong fit while signal remains positiveThe fund can capture strong technology sector trends provided the broader momentum in the tech sector remains favorable.
Value investorMixed fitThe screening process may inadvertently tilt the portfolio away from traditional value metrics.
Dividend/Income investorWeak fitThe technology focus prioritizes growth over dividend yield, making it less suitable for income-focused investors.
Low-risk investorWeak fitHigh exposure to the technology sector introduces volatility that is unsuitable for risk-averse investors.

Investor Profile

Ideal Investor Profile

Investors seeking technology exposure while adhering to strict ethical or Sharia-compliant investment principles.

Suitability

Best for long-term investors comfortable with sector-specific volatility and the specialized nature of the fund.

Risk Profile

Risk factorLevelWhy it matters
VolatilityHighTechnology stocks are inherently sensitive to market sentiment and growth expectations.
Market riskHighThe fund is subject to the broader economic performance of the global technology sector.
ConcentrationMedium / highThe fund is concentrated in a specific sector and filtered by specific religious criteria.
Tracking/expenseMediumThe 0.50% expense ratio is higher than plain-vanilla tech sector ETFs.
LiquidityMedium / highLower trading volumes can lead to wider spreads during periods of market stress.
Business/sector qualityMediumScreening for Sharia compliance limits the universe of investable companies.

Risk Analysis

Volatility

SPTE exhibits high volatility consistent with the technology sector, influenced by global market cycles.

Market Risk

Risks include sector concentration, potential for regulatory changes impacting Sharia standards, and global economic sensitivity.

What the ETF Owns

Exposure TypeExposureWeight (%)Retail Investor Read
SectorGlobal Technology Equities98.5This represents the core equity holdings of the fund, providing diversified exposure to the global technology sector.
Cash/collateralCash and Cash Equivalents1.5Small residual cash position held for liquidity and rebalancing purposes.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Smooth
PRICE STABILITY

Smooth

The stock has moved along a generally orderly path with only modest fluctuations.

Analysis of Past Performance

Type ETF
Historic Profit 56.43%
Avg. Invested days 66
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
ETF Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/28/2026
Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.