SPGM - ETF AI Analysis
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SPDR Portfolio MSCI Global Stock Market ETF (SPGM)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Global and Sector Diversification
Holdings spread across many countries and sectors help reduce the impact if any single region or industry struggles.
Negative Factors
Heavy U.S. Concentration
With a large majority of assets in U.S. stocks, the fund is heavily tied to the performance of the U.S. market.
Top Holdings Tilted to Tech Giants
A meaningful portion of the portfolio is in a small group of large technology-related companies, increasing exposure to swings in that segment.
Mixed Performance Among Largest Stocks
Some of the biggest positions have recently shown weak or negative performance, which could drag on overall returns if the trend continues.
SPGM vs. SPDR S&P 500 ETF (SPY)
AUM1.57B
RegionGlobal
Expense Ratio0.09%
Beta0.92
IssuerState Street
Inception DateFeb 27, 2012
Dividend Yield1.76%
Asset ClassEquity
Index TrackedMSCI AC World IMI
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume106,194
30 Day Avg. Volume222,810
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
95.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2420
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPGM Summary
SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a fund that aims to track the MSCI AC World IMI index, giving you one-stop access to thousands of stocks from around the world. It holds many well-known companies such as Apple and Nvidia, along with firms from countries like Japan, the UK, and India. Someone might invest in SPGM to get broad global diversification and to participate in long-term growth across many sectors, especially technology and financials, in a single investment. A key risk is that its value can rise and fall with global stock markets, especially large U.S. tech stocks.
How much will it cost me?The SPDR Portfolio MSCI Global Stock Market ETF (SPGM) has an expense ratio of 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the MSCI World Index, keeping costs low.
What would affect this ETF?The SPGM ETF, with its global exposure and strong focus on technology, could benefit from continued innovation and growth in the tech sector, especially from top holdings like Nvidia, Apple, and Microsoft. However, it may face challenges from rising interest rates, which can negatively impact growth stocks, and geopolitical tensions that could disrupt global markets, particularly in emerging economies. Additionally, regulatory changes in major markets like the U.S. or China could influence the performance of key holdings and sectors.
SPGM Top 10 Holdings
This ETF leans heavily on Big Tech and chipmakers, with Nvidia, Apple, and Broadcom doing much of the heavy lifting as their AI and semiconductor stories keep the momentum rising. Amazon and Alphabet are also pulling their weight, adding steady fuel from cloud, e-commerce, and digital ads. Microsoft’s performance has been more mixed lately, and Tesla is losing steam, acting as a small drag rather than a driver. Despite its global mandate, the top holdings are dominated by U.S. tech giants, giving the fund a distinctly tech-heavy, America-led flavor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.30% | $67.23M | $4.82T | 74.38% | 76 Outperform | |
| Apple | 3.70% | $57.89M | $4.06T | 39.19% | 79 Outperform | |
| Microsoft | 2.66% | $41.54M | $3.07T | -5.17% | 79 Outperform | |
| Amazon | 2.19% | $34.27M | $2.93T | 45.99% | 71 Outperform | |
| Alphabet Class A | 1.86% | $29.13M | $4.62T | 133.39% | 85 Outperform | |
| Alphabet Class C | 1.84% | $28.77M | $4.62T | 131.12% | 82 Outperform | |
| Broadcom | 1.70% | $26.52M | $1.97T | 107.50% | 76 Outperform | |
| TSMC | 1.46% | $22.86M | $1.87T | 127.67% | 81 Outperform | |
| Meta Platforms | 1.21% | $18.87M | $1.55T | 1.86% | 76 Outperform | |
| Tesla | 0.99% | $15.48M | $1.47T | 40.05% | 73 Outperform |
SPGM Technical Analysis
Positive
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Price Trends
78.86
Positive
78.62
Positive
75.88
Positive
Market Momentum
1.23
Negative
63.21
Neutral
78.93
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPGM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 81.21, equal to the 50-day MA of 78.86, and equal to the 200-day MA of 75.88, indicating a bullish trend. The MACD of 1.23 indicates Negative momentum. The RSI at 63.21 is Neutral, neither overbought nor oversold. The STOCH value of 78.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPGM.
SPGM Peer Comparison
Comparison Results
Performance Comparison
SPGM
SPDR Portfolio MSCI Global Stock Market ETF
82.51
20.44
32.93%
JGLO
JPMorgan Global Select Equity ETF
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CGDG
Capital Group Dividend Growers ETF
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ACWV
iShares MSCI Global Min Vol Factor ETF
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BDYN
iShares Dynamic Equity Active ETF
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CGGE
Capital Group Global Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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