SPXZ

$11.01 ()
AUM $6.3MER 1.00%NAV $11.02Holdings 102

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$11.01$11.01

Avg Volume

1.9K

Dividend Yield

Expense Ratio

1.00%

AUM

$6.3M

Shares Outstanding

567.6K

Sector Breakdown

SectorWeight %
Financial Services50.82%
Technology14.42%
Industrials12.06%
Consumer Cyclical7.54%
Healthcare6.55%
Communication Services2.44%
Consumer Defensive2.35%
Basic Materials2.00%
Real Estate1.81%
Cash & Others0.01%

Country Allocation

CountryWeight %
Canada0.00%
Cayman Islands0.00%
Hong Kong0.00%
Israel0.00%
Luxembourg0.00%
Other0.00%
Singapore0.00%
United Kingdom0.00%
United States0.00%

Fund Information

Inception Date
Jan 25, 2021
Description
The fund is an actively-managed ETF that seeks to achieve its investment objective by investing primarily in U.S.-listed special purpose acquisition companies ("SPACs") and in companies that have merged with or been acquired by a SPAC. A SPAC is a "blank check" company with no commercial operations that is designed to raise capital via an initial public offering ("IPO") for the purpose of engaging in a merger, acquisition, reorganization, or similar business combination (a "Combination") with one or more operating companies. The fund is non-diversified.

Similar ETFs

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VXUSVanguard Total International Stock ETF$582.30B
VEAVanguard FTSE Developed Markets ETF$282.20B
VTVVanguard Value ETF$225.50B
IEFAiShares Core MSCI EAFE ETF$178.75B
IJRiShares Core S&P Small-Cap ETF$101.65B

The Morgan Creek - Exos SPAC Originated ETF (SPXZ) is an exchange-traded fund that launched on Jan 25, 2021. It currently manages $6.3M in assets under management. The fund charges an expense ratio of 1.00%. The fund holds 102 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 15.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1PCTPURECYCLE TECHNOLOGIES INC1.77%14,883$0
2CHPTCHARGEPOINT HOLDINGS INC1.65%7,093$0
3HLMNHILLMAN SOLUTIONS CORP1.59%11,625$0
4EMBKEMBARK TECHNOLOGY INC1.59%23,520$0
5DNMRDANIMER SCIENTIFIC INC1.58%22,117$0
6MPMP MATERIALS CORP1.56%2,620$0
7Cash&OtherCash & Other1.50%119,107$0
8HUMAHUMACYTE INC1.50%18,609$0
9JOBYJOBY AVIATION INC1.48%20,760$0
10CANOCANO HEALTH INC1.46%16,520$0
11CCCSCCC INTELLIGENT SOLUTIONS HLD COM1.45%10,682$0
12ETWOE2OPEN PARENT HOLDINGS INC1.45%12,187$0
13PSFEPAYSAFE LIMITED1.43%30,919$0
14OWLBLUE OWL CAPITAL INC1.42%8,740$0
15CYXTCYXTERA TECHNOLOGIES INC1.41%9,808$0
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
+0.00%
3Y
+0.00%
5Y
-46.79%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$11.01

Current Price

$11.01

52-Week Low

$11.01

$11.01$11.01

Current Yield

Annual Dividend

$0.0784

Frequency

0x/year

Last Ex-Date

Dec 28, 2021

Dividend History

Ex-DateAmountPay Date
Dec 28, 2021$0.0784Dec 30, 2021

Dividend Payments Over Time

Category Comparison

MetricSPXZFinancial Services(805 ETFs)Financial Services(67 ETFs)
Fund Info
Expense Ratio1.00%0.68%0.67%
AUM$6.3M$3.95B$1.06B
Dividend Yield4.64%3.78%
Avg Volume1.9K805.2K632.5K
Holdings102295165
Performance
1-Month Return+4.86%+5.25%
6-Month Return+5.03%+7.17%
YTD Return+4.37%+3.54%
1-Year Return+21.51%+24.25%

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