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SPCKThe SPAC and New Issue ETF

Grow my moneyTake a bet5y track recordRanked #878 of 995 in this goal

Seeks to provide total return.

By SPAC · Launched 2020

Annual Cost

2.32%

#5,995 of 6,040 · expensive

Fund Size

$9M

#5,053 of 6,040 · small

Return (1Y)

+4.7%

Track Record

5 years

#2,223 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,450+4.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Focus

IPO, SPAC

Holdings

By weight

Concentration

Top 10 holdings = 42.2% of fundmoderately concentrated

Berto Acquisition Corp
5.8%
GSR IV Acquisition Corp
5.8%
Bleichroeder Acquisition Corp II
5.1%
Cantor Equity Partners Vi, Inc
4.3%
Dynamix Corp III
3.6%
Bitcoin Infrastructure Acquisition Corp Ltd
3.5%
Aldabra 4 Liquidity Opportunity Vehicle Inc
3.5%
Iron Horse Acquisitions Corp II
3.5%
Art Technology Acquisition Corp
3.5%
Praetorian Acquisition Corp
3.5%

Asset allocation

Stocks
98.5%
Cash
1.5%

By sector

Financial Services
92.0%
Technology
8.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
7.8%Low

Year-on-year price swings

Max drawdown
-28.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.03Below average
Sortino (3Y)
0.04Moderate downside risk

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks to provide total return.
Strategy
Actively manages a portfolio investing at least 80% in SPACs with a minimum capitalization of $100 million and companies that completed an IPO within the last two years. Engages in frequent trading to achieve total return.
Inception date
December 15, 2020
Fund family
SPAC

Next steps

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Data updated on 2026-09-18