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SPGEX

ETF
SPGEX · UNKNOWN · 783 holdings
$14.07
$0.00 (0.00%)
Day Range
52-Week Range
Volume
Open —
50D / 200D Avg
50D / 200D Avg

About SPGEX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Prev. Close
$14.07
Exchange
UNKNOWN
Currency
USD
Holdings As Of
Apr 10, 2026
Tracked Holdings
56.6%
HHI Score
453.44
Top Sector
Technology (9.483916%)

Performance

Low (19.7%) ↗ Accelerating
1W
▲ 4.00%
1M
▲ 2.32%
3M
▲ 5.12%
6M
▼ -0.34%
YTD
▲ 5.96%
1Y
▲ 29.17%
3Y
▲ 21.52%

1W return (+4.0%) exceeds 1M (+2.32%) — momentum is building

Price History

Concentration Risk

37.79% Balanced
Diversified Concentrated

The top 10 holdings represent 37.79% of the fund. A moderate concentration level — the fund balances top holdings with broader diversification.

Top Holdings Today

Weighted by position size
MSFT
▼ -0.59%
NVDA
▲ 2.55%
META
▲ 0.23%
Weighted avg. of top holdings ▲ 0.68%

Sector Allocation

Technology
9.48%
Industrials
5.90%
Financial Services
5.77%
Communication Services
4.26%
Healthcare
3.97%
Consumer Cyclical
3.32%
Consumer Defensive
2.10%
Energy
2.04%
Basic Materials
1.05%
Utilities
1.03%
Real Estate
0.15%
Manufacturing
0.04%

Top 10 Holdings

37.79% of fund
N/A N/A
19.81%
Dimensional U S Targ Dimensional U S Targeted Value ETF
3.37%
iShares MSCI USA Mom iShares MSCI USA Momentum Factor ETF
2.31%
MSFT MICROSOFT CORPORATION
2.10%
APPLE INC. APPLE INC.
1.87%
Vanguard US Value Fa Vanguard US Value Factor ETF
1.85%
NVDA NVIDIA CORPORATION
1.77%
iShares MSCI Global iShares MSCI Global Min Vol Factor ETF
1.68%
Avantis Internationa Avantis International Equity ETF
1.57%
META META PLATFORMS, INC.
1.46%
Other positions
2.35%

All Holdings (783)

Top 10: 37.79% of fund
# Ticker Name Weight Shares Market Value
1 N/A N/A 19.81% 3.27 M 77.75 M
2 Dimensional U S Targ Dimensional U S Targeted Value ETF 3.37% 224,035 13.23 M
3 iShares MSCI USA Mom iShares MSCI USA Momentum Factor ETF 2.31% 36,200 9.06 M
4 MSFT MICROSOFT CORPORATION 2.10% 16,745 8.24 M
5 APPLE INC. APPLE INC. 1.87% 26,307 7.34 M
6 Vanguard US Value Fa Vanguard US Value Factor ETF 1.85% 55,458 7.25 M
7 NVDA NVIDIA CORPORATION 1.77% 39,308 6.96 M
8 iShares MSCI Global iShares MSCI Global Min Vol Factor ETF 1.68% 54,600 6.61 M
9 Avantis Internationa Avantis International Equity ETF 1.57% 70,016 6.14 M
10 META META PLATFORMS, INC. 1.46% 8,857 5.74 M
Showing top 10 of 783 holdings · Listed: 97.65% · 2.35% in other positions

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