Spear Alpha ETF targets innovative industrial technology stocks capable of outmaneuvering the market. Over September 2021–May 2026, SPRX delivered a 9.2% active return (with IVV as a benchmark) and an almost 185% upside capture ratio. Growth characteristics of its portfolio of 28 stocks are notably stronger than QQQM's, especially its 57.7% forward EBITDA growth rate.
NVIDIA Corporation NVDA began trading on a 10-for-1 split-adjusted basis on Monday, potentially opening the door for more retail investors to jump aboard the semiconductor powerhouse. The company is best known for developing advanced graphics processing units (GPUs) that power the most innovative AI-based protocols and platforms.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,094 | $28,641.15 | $50,433.4 | $21,792.25 | 76.09% |
| NS Nicholas Shaheen FSA Advisors Inc. | 11,667 | $376,148.04 | $549,107.35 | $172,959.31 | 45.98% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 33,674 | $803,277.85 | $1.6M | $793,543.23 | 98.79% |
| EM Erin Mccann Simplicity Wealth LLC | 5,767 | $222,029.5 | $261,360.44 | $39,330.94 | 17.71% |
Jim Clark Worth Asset Management LLC | 4,005 | $215,645.22 | $181,226.25 | -$34,418.97 | -15.96% |
| NASDAQ (NMS) Exchange | US Country |
The fund, operated by Spear Advisors LLC, is an actively-managed exchange-traded fund (ETF) that dedicates its investments primarily to equity securities. These securities include common stock or American depositary receipts (ADRs) of companies identified by the Adviser as poised to benefit substantially from breakthroughs in industrial technology. Defined broadly, "innovation in industrial technology" encompasses technological developments poised to revolutionize or significantly impact the industrial sector. Operating with a focus on innovation, the fund aims to invest in companies at the forefront of industrial technological advancements. Despite its concentrated focus, the fund is non-diverse in its investment strategy, aiming to provide investors with focused exposure to transformative industrial innovations.
The fund provides a focused investment product leveraging Spear Advisors LLC's expertise in identifying companies at the cusp of technological innovation within the industrial sector. Here is a detailed look at its core offering: