SPIIXETF / FundSIMT S&P 500 Index Fund
Verdicts genuinely change. Free email alert the moment SPIIX'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.
SIMT S&P 500 Index Fund · SEI INSTITUTIONAL MANAGED TRUST
507 holdings
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 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 24.11% of portfolio weight is in non-compliant holdings, over the 5% threshold.
507 holdings, 490 matched (95% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.69% of this portfolio’s income is non-permissible — weighted across holdings, computed over 90% of portfolio weight (463 of 507 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.
53.8% compliant 17.5% questionable 23.6% non-compliant 5.1% unscreened
All holdings (507) · showing 501–507
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| FOX FOX CORPORATION | NON_COMPLIANT | 0.01% | AAOIFI29.1% Usmani33.7% Dow Jones Islamic14791428216.1% S&P Shariah17289936602.0% MSCI Islamic33.7% MSCI Islamic M-Series17289936602.0% FTSE Shariah29.4% |
| TAP MOLSON COORS BEVERAGE COMPANY | NON_COMPLIANT | 0.01% | AAOIFI103.6% Usmani32.6% Dow Jones Islamic93.0% S&P Shariah89.1% MSCI Islamic32.4% MSCI Islamic M-Series89.1% FTSE Shariah31.5% |
| ERIE ERIE INDEMNITY COMPANY | NON_COMPLIANT | 0.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BF.B BROWN-FORMAN CORPORATION | NON_COMPLIANT | 0.01% | no in-house ratios for this holding |
| NWS NEWS CORPORATION | QUESTIONABLE | 0.01% | AAOIFI17.0% Usmani18.8% Dow Jones Islamic17.4% S&P Shariah18.5% MSCI Islamic18.8% MSCI Islamic M-Series18.5% FTSE Shariah12.8% |
| PARAMOUNT SKYDANCE CORPORATION | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 24 points of portfolio weight — 76.8% of it passes AAOIFI, 52.5% 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 76.8% ratios fail on 16.3% 9.0% not rated under AAOIFI
ratios pass on 63.2% ratios fail on 25.9% 12.9% not rated under Usmani
ratios pass on 75.6% ratios fail on 16.8% 9.6% not rated under Dow Jones Islamic
ratios pass on 75.1% ratios fail on 17.3% 9.6% not rated under S&P Shariah
ratios pass on 52.5% ratios fail on 31.8% 17.7% not rated under MSCI Islamic
ratios pass on 74.9% ratios fail on 17.6% 9.5% not rated under MSCI Islamic M-Series
ratios pass on 63.9% ratios fail on 25.9% 12.3% not rated under FTSE Shariah
485 of 507 listed holdings carry our own per-methodology verdicts (95% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 478 (94% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BRK.B BERKSHIRE HATHAWAY INC. | 1.39% |
| JPM JPMORGAN CHASE & CO. | 1.33% |
| GE GENERAL ELECTRIC COMPANY | 0.59% |
| UNH UNITEDHEALTH GROUP INCORPORATED | 0.57% |
| BAC BANK OF AMERICA CORPORATION | 0.56% |
| GS THE GOLDMAN SACHS GROUP, INC. | 0.45% |
| PM Philip Morris International Inc. | 0.43% |
| IBM INTERNATIONAL BUSINESS MACHINES CORPORATION | 0.40% |
| RTX RTX CORPORATION | 0.39% |
| WFC WELLS FARGO & COMPANY | 0.38% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
SIMT S&P 500 Index Fund (SPIIX) 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.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| NVDANVIDIA CORPORATION | 7.35% | Compliant |
| AAPLAPPLE INC. | 6.45% | Compliant |
| MSFTMICROSOFT CORPORATION | 4.20% | Questionable |
| AMZNAMAZON.COM, INC. | 3.54% | Questionable |
| GOOGALPHABET INC. | 3.18% | Questionable |
| AVGOBROADCOM INC. | 2.71% | Compliant |
| GOOGALPHABET INC. | 2.53% | Questionable |
| N/Anot matched to a ticker | 2.23% | Not screened |
| MUMICRON TECHNOLOGY, INC. | 1.97% | Compliant |
| METAMETA PLATFORMS, INC. | 1.88% | Questionable |
Top 10 of 507 holdings, 36.0% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- MSFTquestionable4.20%
- AMZNquestionable3.54%
- GOOGquestionable3.18%
- GOOGquestionable2.53%
- N/Anot screened2.23%
- METAquestionable1.88%
What changed, and when
Verdict history for SPIIX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for SPIIX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
Price Forecast
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.
Technical Summary
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 50.40 | NEUTRAL |
| Stochastic %K (14) | 68.11 | NEUTRAL |
| CCI (20) | -13.10 | NEUTRAL |
| Williams %R (14) | -31.89 | NEUTRAL |
| MACD (12,26,9) | -0.18 | SELL |
| ROC (10) | -0.89 | SELL |
| Momentum (10) | -1.03 | SELL |
| EMA (10) | 114.71 | BUY |
| SMA (10) | 114.72 | BUY |
| EMA (20) | 115.07 | BUY |
| SMA (20) | 115.43 | SELL |
| EMA (30) | 115.17 | BUY |
| SMA (30) | 115.54 | SELL |
| EMA (50) | 115.01 | BUY |
| SMA (50) | 115.30 | SELL |
| EMA (100) | 113.71 | BUY |
| SMA (100) | 114.19 | BUY |
| EMA (200) | 109.83 | BUY |
| SMA (200) | 109.59 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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.
AI Summary
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.