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Upturn AI Summary
SP Funds S&P Global Technology ETF(SPTE)
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)
Advisory Performance History (Simulated)
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 style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The focus on the technology sector aligns well with long-term capital appreciation goals. |
| Momentum investor | Strong fit while signal remains positive | The fund can capture strong technology sector trends provided the broader momentum in the tech sector remains favorable. |
| Value investor | Mixed fit | The screening process may inadvertently tilt the portfolio away from traditional value metrics. |
| Dividend/Income investor | Weak fit | The technology focus prioritizes growth over dividend yield, making it less suitable for income-focused investors. |
| Low-risk investor | Weak fit | High 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 factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology stocks are inherently sensitive to market sentiment and growth expectations. |
| Market risk | High | The fund is subject to the broader economic performance of the global technology sector. |
| Concentration | Medium / high | The fund is concentrated in a specific sector and filtered by specific religious criteria. |
| Tracking/expense | Medium | The 0.50% expense ratio is higher than plain-vanilla tech sector ETFs. |
| Liquidity | Medium / high | Lower trading volumes can lead to wider spreads during periods of market stress. |
| Business/sector quality | Medium | Screening 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 Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Global Technology Equities | 98.5 | This represents the core equity holdings of the fund, providing diversified exposure to the global technology sector. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small residual cash position held for liquidity and rebalancing purposes. |
Price Behavior

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

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 Advisory Performance | ETF Returns Performance |

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