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SPIT - ETF AI Analysis

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SPIT

F/m Emerald Special Situations ETF (SPIT)

Rating:62Neutral
Price Target:
SPIT, the F/m Emerald Special Situations ETF, has a solid overall rating, largely supported by strong contributors like Credo Technology Group and Tetra Technologies, which show robust financial performance, positive earnings outlooks, and supportive technical trends. However, weaker names such as Nektar Therapeutics, with its declining revenue and high leverage, and other holdings facing cash flow and valuation challenges, weigh on the fund’s quality. The main risk factor is its focus on special situations and several holdings with financial or valuation pressures, which can increase volatility and uncertainty for investors.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the last three months, showing solid recent momentum.
Top Holdings With Strong Gains
Several of the largest positions, including Bloom Energy, Excelerate Energy, Lumentum, FTAI Aviation, and Nektar Therapeutics, have posted strong year-to-date gains that support the fund’s returns.
Sector Diversification Across Cyclical and Growth Areas
Holdings spread across industrials, health care, technology, energy, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Concentrated U.S. Exposure
With the vast majority of assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market.
Some Lagging Top Holdings
A few key positions, such as Credo Technology Group and Guardant Health, have shown weak year-to-date performance, which can drag on overall results if the weakness continues.

SPIT vs. SPDR S&P 500 ETF (SPY)

SPIT Summary

The F/m Emerald Special Situations ETF (SPIT) is an actively managed fund that looks for U.S. companies in “special situations,” meaning businesses going through big changes or events that could drive their growth, rather than just following a standard index. It invests across many sectors, with a focus on industrials, health care, and technology, and holds companies like Bloom Energy and Lumentum Holdings. Someone might invest in SPIT if they want a diversified basket of unique growth opportunities. A key risk is that these special situation stocks can be more volatile and may go up or down more than the overall market.
How much will it cost me?The F/m Emerald Special Situations ETF (Ticker: SPIT) has an expense ratio of 0.89%, meaning you’ll pay $8.90 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and oversight to identify unique growth opportunities.
What would affect this ETF?The F/m Emerald Special Situations ETF (SPIT) could benefit from its focus on U.S. companies undergoing transformative events, particularly in sectors like Industrials, Health Care, and Technology, which are often driven by innovation and strategic shifts. However, its reliance on specific 'special situations' may expose it to higher risks if these events fail to deliver expected outcomes, and broader economic challenges like rising interest rates or sector-specific regulations could negatively impact performance.

SPIT Top 10 Holdings

SPIT is leaning into a U.S. mix of niche tech and industrial “special situations,” with a clear tilt toward smaller, catalyst-driven names rather than household giants. Credo Technology and Bloom Energy are doing much of the heavy lifting, with both stocks rising and helping power returns. Solaris Energy Infrastructure and American Superconductor are also climbing, adding support from the industrial and energy side. On the flip side, Guardant Health has been lagging, acting as a bit of a brake. Amazon is more of a steady anchor than a star here, reflecting the fund’s focus beyond Big Tech.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Credo Technology Group Holding Ltd6.75%$2.00M$36.57B309.44%
77
Outperform
Tetra Technologies4.33%$1.28M$1.33B249.64%
77
Outperform
Bloom Energy3.87%$1.14M$81.20B1626.98%
62
Neutral
Solaris Energy Infrastructure3.33%$984.19K$5.70B255.28%
69
Neutral
Cardinal Infrastructure Group, Inc.3.20%$946.79K$2.33B
American Superconductor3.17%$937.93K$2.72B175.43%
63
Neutral
Nektar Therapeutics3.12%$923.65K$2.83B836.70%
47
Neutral
Amazon3.02%$892.23K$2.96T45.72%
71
Outperform
Guardant Health2.93%$868.03K$12.10B132.13%
61
Neutral
Modine2.88%$853.06K$14.46B200.35%
68
Neutral

SPIT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.48
Positive
100DMA
27.94
Positive
200DMA
Market Momentum
MACD
1.03
Negative
RSI
70.86
Negative
STOCH
95.77
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPIT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.47, equal to the 50-day MA of 28.48, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 1.03 indicates Negative momentum. The RSI at 70.86 is Negative, neither overbought nor oversold. The STOCH value of 95.77 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPIT.

SPIT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$29.39M0.89%
62
Neutral
$98.28M0.65%
71
Outperform
$97.05M0.89%
71
Outperform
$93.39M0.75%
68
Neutral
$90.35M0.85%
74
Outperform
$83.62M0.52%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SPIT
F/m Emerald Special Situations ETF
32.26
7.71
31.41%
YALL
God Bless America ETF
BAMD
Brookstone Dividend Stock ETF
SOVF
Sovereign's Capital Flourish Fund
STNC
Stance Equity ESG Large Cap Core ETF
RFDA
RiverFront Dynamic US Dividend Advantage ETF
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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