Verdicts genuinely change. Free email alert the moment CWB's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF ETF · SPDR SERIES TRUST
347 holdings · as of 2026-06-30 (3.6 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 103% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 37.73% of portfolio weight is in non-compliant holdings, over the 5% threshold.
347 holdings, 245 matched (70% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
2.48% of this portfolio’s income is non-permissible — weighted across holdings, computed over 61% of portfolio weight (215 of 347 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
31.6% compliant 2.1% questionable 36.6% non-compliant 29.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| QXO QXO INC | NON_COMPLIANT | 0.14% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| PTON PELOTON INTERACTIVE INC | NON_COMPLIANT | 0.13% | AAOIFI73.9% Usmani85.1% Dow Jones Islamic61.8% S&P Shariah68.9% MSCI Islamic85.1% MSCI Islamic M-Series68.9% FTSE Shariah65.2% |
| MATCH GROUP FINANCECO 3 | UNSCREENED | 0.13% | no in-house ratios for this holding |
| HIMS HIMS & HERS HEALTH | COMPLIANT | 0.13% | AAOIFI2.8% Usmani5.0% Dow Jones Islamic2.2% S&P Shariah2.9% MSCI Islamic5.0% MSCI Islamic M-Series2.9% FTSE Shariah0.0% |
| WISDOMTREE INC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| SNAP SNAP INC | NON_COMPLIANT | 0.13% | AAOIFI46.0% Usmani56.6% Dow Jones Islamic31.4% S&P Shariah26.2% MSCI Islamic56.6% MSCI Islamic M-Series26.2% FTSE Shariah47.3% |
| REXFORD INDUSTRIAL REALT | UNSCREENED | 0.13% | no in-house ratios for this holding |
| VSEC VSE CORP | COMPLIANT | 0.13% | AAOIFI19.0% Usmani23.3% Dow Jones Islamic28.8% S&P Shariah37.2% MSCI Islamic23.3% MSCI Islamic M-Series37.2% FTSE Shariah21.5% |
| AESI ATLAS ENERGY SOLUTIONS | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LYFT LYFT INC | NON_COMPLIANT | 0.13% | AAOIFI19.4% Usmani14.2% Dow Jones Islamic20.0% S&P Shariah20.8% MSCI Islamic13.5% MSCI Islamic M-Series20.8% FTSE Shariah11.5% |
| MARRIOTT VACATION WORLDW | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FLNC FLUENCE ENERGY INC | COMPLIANT | 0.13% | AAOIFI21.6% Usmani15.8% Dow Jones Islamic15.5% S&P Shariah13.9% MSCI Islamic15.8% MSCI Islamic M-Series13.9% FTSE Shariah15.0% |
| RPD RAPID7 INC | NON_COMPLIANT | 0.13% | AAOIFI9.1% Usmani3.9% Dow Jones Islamic4.9% S&P Shariah3.6% MSCI Islamic3.9% MSCI Islamic M-Series3.6% FTSE Shariah0.0% |
| GH GUARDANT HEALTH INC | COMPLIANT | 0.13% | AAOIFI7.8% Usmani88.7% Dow Jones Islamic17.9% S&P Shariah23.1% MSCI Islamic88.7% MSCI Islamic M-Series23.1% FTSE Shariah78.6% |
| MSTR STRATEGY INC | COMPLIANT | 0.13% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| NIO NIO INC | NON_COMPLIANT | 0.13% | AAOIFI286.3% Usmani25.1% Dow Jones Islamic29.9% S&P Shariah27.9% MSCI Islamic21.1% MSCI Islamic M-Series27.9% FTSE Shariah11.2% |
| RUN SUNRUN INC | NON_COMPLIANT | 0.13% | AAOIFI705.9% Usmani65.2% Dow Jones Islamic502.4% S&P Shariah503.0% MSCI Islamic65.0% MSCI Islamic M-Series503.0% FTSE Shariah64.9% |
| PLUG PLUG POWER INC | COMPLIANT | 0.13% | AAOIFI25.2% Usmani37.6% Dow Jones Islamic31.7% S&P Shariah31.3% MSCI Islamic36.3% MSCI Islamic M-Series31.3% FTSE Shariah26.5% |
| TVTX TRAVERE THERAPEUTICS INC | COMPLIANT | 0.13% | AAOIFI10.0% Usmani77.2% Dow Jones Islamic24.4% S&P Shariah32.6% MSCI Islamic77.2% MSCI Islamic M-Series32.6% FTSE Shariah75.4% |
| LCII LCI INDUSTRIES | NON_COMPLIANT | 0.13% | AAOIFI46.0% Usmani35.1% Dow Jones Islamic45.1% S&P Shariah44.8% MSCI Islamic35.1% MSCI Islamic M-Series44.8% FTSE Shariah26.1% |
| XYZ BLOCK INC | NON_COMPLIANT | 0.13% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| TEM TEMPUS AI INC | COMPLIANT | 0.13% | AAOIFI0.7% Usmani3.5% Dow Jones Islamic0.8% S&P Shariahpass MSCI Islamic3.5% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| BOX BOX INC | COMPLIANT | 0.12% | AAOIFI11.2% Usmani37.4% Dow Jones Islamic12.1% S&P Shariah12.6% MSCI Islamic37.4% MSCI Islamic M-Series12.6% FTSE Shariah32.2% |
| OSCR OSCAR HEALTH INC | NON_COMPLIANT | 0.12% | AAOIFI4.3% Usmani3.8% Dow Jones Islamic8.0% S&P Shariah8.8% MSCI Islamic3.8% MSCI Islamic M-Series8.8% FTSE Shariah3.8% |
| UPST UPSTART HOLDINGS INC | NON_COMPLIANT | 0.12% | AAOIFI73.9% Usmani63.2% Dow Jones Islamic43.7% S&P Shariah51.6% MSCI Islamic63.2% MSCI Islamic M-Series51.6% FTSE Shariah63.2% |
| SNAP SNAP INC | NON_COMPLIANT | 0.12% | AAOIFI46.0% Usmani56.6% Dow Jones Islamic31.4% S&P Shariah26.2% MSCI Islamic56.6% MSCI Islamic M-Series26.2% FTSE Shariah47.3% |
| OSIS OSI SYSTEMS INC | NON_COMPLIANT | 0.12% | AAOIFI32.2% Usmani42.0% Dow Jones Islamic28.5% S&P Shariah32.8% MSCI Islamic42.0% MSCI Islamic M-Series32.8% FTSE Shariah40.0% |
| FWONA LIBERTY MEDIA CORP | NON_COMPLIANT | 0.12% | AAOIFI20.6% Usmani31.0% Dow Jones Islamic23.0% S&P Shariah25.2% MSCI Islamic31.0% MSCI Islamic M-Series25.2% FTSE Shariah31.0% |
| TMDX TRANSMEDICS GROUP INC | NON_COMPLIANT | 0.12% | AAOIFI0.8% Usmani25.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic1.8% MSCI Islamic M-Series0.8% FTSE Shariah1.4% |
| FEDERAL REALTY OP LP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| ENPH ENPHASE ENERGY INC | COMPLIANT | 0.12% | AAOIFI11.9% Usmani22.5% Dow Jones Islamic9.1% S&P Shariah6.3% MSCI Islamic22.5% MSCI Islamic M-Series6.3% FTSE Shariah21.0% |
| KEEL KEEL INFRASTRUCTURE | NON_COMPLIANT | 0.12% | AAOIFI48.4% Usmani73.3% Dow Jones Islamic84.8% S&P Shariah100.6% MSCI Islamic73.2% MSCI Islamic M-Series100.6% FTSE Shariah72.5% |
| NTNX NUTANIX INC | COMPLIANT | 0.12% | AAOIFI8.3% Usmani30.0% Dow Jones Islamic9.2% S&P Shariah9.9% MSCI Islamic29.9% MSCI Islamic M-Series9.9% FTSE Shariah26.6% |
| NOG NORTHERN OIL & GAS INC | NON_COMPLIANT | 0.12% | AAOIFI98.7% Usmani46.8% Dow Jones Islamic104.4% S&P Shariah96.1% MSCI Islamic46.8% MSCI Islamic M-Series96.1% FTSE Shariah46.8% |
| BSY BENTLEY SYSTEMS | COMPLIANT | 0.12% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PEB PEBBLEBROOK HOTEL TRUST | NON_COMPLIANT | 0.12% | AAOIFI102.3% Usmani39.4% Dow Jones Islamic141.2% S&P Shariah134.2% MSCI Islamic39.4% MSCI Islamic M-Series134.2% FTSE Shariah39.4% |
| LBRT LIBERTY ENERGY INC | NON_COMPLIANT | 0.12% | AAOIFI40.1% Usmani35.9% Dow Jones Islamic44.1% S&P Shariah43.7% MSCI Islamic30.1% MSCI Islamic M-Series43.7% FTSE Shariah28.8% |
| AST SPACEMOBILE INC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| OSIS OSI SYSTEMS INC | NON_COMPLIANT | 0.12% | AAOIFI32.2% Usmani42.0% Dow Jones Islamic28.5% S&P Shariah32.8% MSCI Islamic42.0% MSCI Islamic M-Series32.8% FTSE Shariah40.0% |
| MIR MIRION TECHNOLOGIES INC | COMPLIANT | 0.11% | AAOIFI11.3% Usmani13.5% Dow Jones Islamic10.2% S&P Shariah12.1% MSCI Islamic13.5% MSCI Islamic M-Series12.1% FTSE Shariah12.6% |
| NVST ENVISTA HOLDINGS CORP | NON_COMPLIANT | 0.11% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| LCID LUCID GROUP INC | NON_COMPLIANT | 0.11% | AAOIFI192.4% Usmani47.5% Dow Jones Islamic64.1% S&P Shariah54.9% MSCI Islamic46.1% MSCI Islamic M-Series54.9% FTSE Shariah42.3% |
| WHIRLPOOL CORP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| WORLD KINECT GROUP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| UPST UPSTART HOLDINGS INC | NON_COMPLIANT | 0.11% | AAOIFI73.9% Usmani63.2% Dow Jones Islamic43.7% S&P Shariah51.6% MSCI Islamic63.2% MSCI Islamic M-Series51.6% FTSE Shariah63.2% |
| ALRM ALARM.COM HLDGS INC | COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ALNY ALNYLAM PHARMACEUTICALS | COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BITDEER TECHNOLOGIES GRP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| EOS ENERGY ENTERPRISES I | UNSCREENED | 0.11% | no in-house ratios for this holding |
| REDFIN CORP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| XXI TWENTY ONE CAPITAL INC | QUESTIONABLE | 0.11% | AAOIFI16.7% Usmani18.2% Dow Jones Islamic5.2% S&P Shariah— MSCI Islamic18.2% MSCI Islamic M-Series— FTSE Shariah18.2% |
| LYFT LYFT INC | NON_COMPLIANT | 0.11% | AAOIFI19.4% Usmani14.2% Dow Jones Islamic20.0% S&P Shariah20.8% MSCI Islamic13.5% MSCI Islamic M-Series20.8% FTSE Shariah11.5% |
| SOFI SOFI TECHNOLOGIES INC | NON_COMPLIANT | 0.10% | AAOIFI14.6% Usmani5.5% Dow Jones Islamic15.6% S&P Shariah19.9% MSCI Islamic5.5% MSCI Islamic M-Series19.9% FTSE Shariah5.5% |
| LCID LUCID GROUP INC | NON_COMPLIANT | 0.10% | AAOIFI192.4% Usmani47.5% Dow Jones Islamic64.1% S&P Shariah54.9% MSCI Islamic46.1% MSCI Islamic M-Series54.9% FTSE Shariah42.3% |
| ALPHATEC HOLDINGS INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| INNOVATIVE INDUSTRIAL | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ENOV ENOVIS CORP | NON_COMPLIANT | 0.10% | AAOIFI122.4% Usmani34.8% Dow Jones Islamic71.7% S&P Shariah60.3% MSCI Islamic34.8% MSCI Islamic M-Series60.3% FTSE Shariah34.1% |
| GREENBRIER COS INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PROGRESS SOFTWARE CORP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| VARONIS SYSTEM INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| STNG SCORPIO TANKERS INC | NON_COMPLIANT | 0.10% | AAOIFI15.1% Usmani15.8% Dow Jones Islamic21.1% S&P Shariah19.9% MSCI Islamic15.8% MSCI Islamic M-Series19.9% FTSE Shariah15.8% |
| ODDITY FINANCE LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| UPWK UPWORK INC | NON_COMPLIANT | 0.09% | AAOIFI67.2% Usmani58.1% Dow Jones Islamic40.4% S&P Shariah41.7% MSCI Islamic58.1% MSCI Islamic M-Series41.7% FTSE Shariah56.6% |
| UPST UPSTART HOLDINGS INC | NON_COMPLIANT | 0.09% | AAOIFI73.9% Usmani63.2% Dow Jones Islamic43.7% S&P Shariah51.6% MSCI Islamic63.2% MSCI Islamic M-Series51.6% FTSE Shariah63.2% |
| SHAZ SHARONAI HOLDINGS INC | NON_COMPLIANT | 0.09% | AAOIFI48.2% Usmani43.6% Dow Jones Islamic55.6% S&P Shariah55.6% MSCI Islamic43.4% MSCI Islamic M-Series55.6% FTSE Shariah43.4% |
| CNP CenterPoint Energy Inc | NON_COMPLIANT | 0.09% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LIGAND PHARMACEUTICALS I | UNSCREENED | 0.09% | no in-house ratios for this holding |
| STWD STARWOOD PROPERTY TRUST | NON_COMPLIANT | 0.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FRPT FRESHPET INC | COMPLIANT | 0.09% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| DOCN DIGITALOCEAN HOLDINGS | COMPLIANT | 0.09% | AAOIFI9.5% Usmani58.0% Dow Jones Islamic23.7% S&P Shariah28.5% MSCI Islamic44.8% MSCI Islamic M-Series28.5% FTSE Shariah29.5% |
| AG FIRST MAJESTIC SILVER | COMPLIANT | 0.09% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| NCL CORPORATION LTD | UNSCREENED | 0.09% | no in-house ratios for this holding |
| PENNYMAC CORP | UNSCREENED | 0.09% | no in-house ratios for this holding |
| JPMORGAN CHASE FINANCIAL | UNSCREENED | 0.09% | no in-house ratios for this holding |
| IQ IQIYI INC | NON_COMPLIANT | 0.08% | AAOIFI140.6% Usmani20.0% Dow Jones Islamic10.5% S&P Shariah7.5% MSCI Islamic20.0% MSCI Islamic M-Series7.5% FTSE Shariah19.1% |
| ENVX ENOVIX CORP | NON_COMPLIANT | 0.08% | AAOIFI72.3% Usmani65.9% Dow Jones Islamic32.0% S&P Shariah30.7% MSCI Islamic65.9% MSCI Islamic M-Series30.7% FTSE Shariah65.2% |
| WGO WINNEBAGO INDUSTRIES | NON_COMPLIANT | 0.08% | AAOIFI55.3% Usmani23.4% Dow Jones Islamic44.9% S&P Shariah37.4% MSCI Islamic23.4% MSCI Islamic M-Series37.4% FTSE Shariah21.7% |
| PD PAGERDUTY INC. | NON_COMPLIANT | 0.08% | AAOIFI40.7% Usmani45.5% Dow Jones Islamic34.3% S&P Shariah28.6% MSCI Islamic45.5% MSCI Islamic M-Series28.6% FTSE Shariah43.9% |
| VNET VNET GROUP INC | NON_COMPLIANT | 0.07% | AAOIFI474.9% Usmani27.1% Dow Jones Islamic10.9% S&P Shariah14.2% MSCI Islamic22.7% MSCI Islamic M-Series14.2% FTSE Shariah11.5% |
| EXK ENDEAVOUR SILVER CORP | COMPLIANT | 0.07% | AAOIFI0.3% Usmani1.0% Dow Jones Islamic0.7% S&P Shariah0.9% MSCI Islamic1.0% MSCI Islamic M-Series0.9% FTSE Shariah1.0% |
| IMCR IMMUNOCORE HOLDINGS | NON_COMPLIANT | 0.07% | AAOIFI24.8% Usmani42.8% Dow Jones Islamic29.4% S&P Shariah24.5% MSCI Islamic42.8% MSCI Islamic M-Series24.5% FTSE Shariah39.2% |
| SPECTRUM BRANDS INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| MARA MARA HOLDINGS INC | NON_COMPLIANT | 0.07% | AAOIFI59.2% Usmani56.7% Dow Jones Islamic48.0% S&P Shariah50.6% MSCI Islamic56.6% MSCI Islamic M-Series50.6% FTSE Shariah55.6% |
| PEB PEBBLEBROOK HOTEL TRUST | NON_COMPLIANT | 0.07% | AAOIFI102.3% Usmani39.4% Dow Jones Islamic141.2% S&P Shariah134.2% MSCI Islamic39.4% MSCI Islamic M-Series134.2% FTSE Shariah39.4% |
| EVH EVOLENT HEALTH INC | NON_COMPLIANT | 0.07% | AAOIFI203.4% Usmani49.2% Dow Jones Islamic93.8% S&P Shariah55.5% MSCI Islamic49.2% MSCI Islamic M-Series55.5% FTSE Shariah49.0% |
| MIR MIRION TECHNOLOGIES INC | COMPLIANT | 0.07% | AAOIFI11.3% Usmani13.5% Dow Jones Islamic10.2% S&P Shariah12.1% MSCI Islamic13.5% MSCI Islamic M-Series12.1% FTSE Shariah12.6% |
| ARRAY TECHNOLOGIES INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| KOS KOSMOS ENERGY LTD | NON_COMPLIANT | 0.04% | AAOIFI162.1% Usmani62.3% Dow Jones Islamic221.3% S&P Shariah151.6% MSCI Islamic62.3% MSCI Islamic M-Series151.6% FTSE Shariah62.0% |
| HERTZ CORP/THE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| XRX XEROX HOLDINGS CORP | NON_COMPLIANT | 0.03% | AAOIFI925.2% Usmani43.4% Dow Jones Islamic739.1% S&P Shariah461.5% MSCI Islamic43.4% MSCI Islamic M-Series461.5% FTSE Shariah43.4% |
| State Street Global Advisors | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GME GameStop Corp | NON_COMPLIANT | 0.01% | AAOIFI1.6% Usmani1.6% Dow Jones Islamic1.6% S&P Shariah1.9% MSCI Islamic1.6% MSCI Islamic M-Series1.9% FTSE Shariah0.1% |
| APO APOLLO GLOBAL MANAGEMENT | NON_COMPLIANT | 0.00% | AAOIFI17.4% Usmani2.8% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic2.8% MSCI Islamic M-Series19.6% FTSE Shariah2.8% |
| TTWO Take-Two Interactive Software Inc | QUESTIONABLE | 0.00% | AAOIFI7.4% Usmani32.6% Dow Jones Islamic7.5% S&P Shariah8.5% MSCI Islamic32.6% MSCI Islamic M-Series8.5% FTSE Shariah27.9% |
| XRX Xerox Holdings Corp | NON_COMPLIANT | 0.00% | AAOIFI925.2% Usmani43.4% Dow Jones Islamic739.1% S&P Shariah461.5% MSCI Islamic43.4% MSCI Islamic M-Series461.5% FTSE Shariah43.4% |
| State Street Global Advisors | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SO Southern Co/The | NON_COMPLIANT | 0.00% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
The published standards disagree about this fund by 15 points of portfolio weight — 28.0% of it passes S&P Shariah, 12.7% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 27.6% ratios fail on 30.8% 44.7% not rated under AAOIFI
ratios pass on 17.6% ratios fail on 36.1% 49.4% not rated under Usmani
ratios pass on 26.8% ratios fail on 28.7% 47.6% not rated under Dow Jones Islamic
ratios pass on 28.0% ratios fail on 28.6% 46.5% not rated under S&P Shariah
ratios pass on 12.7% ratios fail on 38.0% 52.3% not rated under MSCI Islamic
ratios pass on 26.0% ratios fail on 29.7% 47.4% not rated under MSCI Islamic M-Series
ratios pass on 21.6% ratios fail on 32.2% 49.2% not rated under FTSE Shariah
171 of 347 listed holdings carry our own per-methodology verdicts (72% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 155 (65% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF (CWB) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Computing the full ratio and business-activity breakdown for CWB — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 28.50 | BUY |
| Stochastic %K (14) | 6.02 | BUY |
| CCI (20) | -211.06 | BUY |
| Williams %R (14) | -93.98 | BUY |
| MACD (12,26,9) | -0.61 | SELL |
| ROC (10) | -6.87 | SELL |
| Momentum (10) | -7.01 | SELL |
| EMA (10) | 98.59 | SELL |
| SMA (10) | 99.39 | SELL |
| EMA (20) | 99.90 | SELL |
| SMA (20) | 100.66 | SELL |
| EMA (30) | 100.60 | SELL |
| SMA (30) | 101.09 | SELL |
| EMA (50) | 101.37 | SELL |
| SMA (50) | 102.07 | SELL |
| EMA (100) | 101.50 | SELL |
| SMA (100) | 103.48 | SELL |
| EMA (200) | 98.43 | SELL |
| SMA (200) | 99.42 | SELL |
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to represent the market of U.S. convertible securities, such as convertible bonds and convertible preferred stock.
Background via Yahoo Finance — informational, not part of the verdict.
Good setup, solid confluence
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BEARISH | 42 |
| ⏰ 4H | BEARISH | 35 |
| 🕐 1H | BEARISH | 98 |
| ⏱ 15-Min | BEARISH | 130 |
| ⏲ 5-Min | RANGING | 234 |
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-10-13 · Asset managers net 915835 (+9220)
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.