SPIT - ETF AI Analysis
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F/m Emerald Special Situations ETF (SPIT)
Rating:60Neutral
Price Target:―
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)
AUM25.33M
RegionNorth America
Expense Ratio0.89%
Beta1.50
IssuerEmerald
Inception DateOct 06, 2025
Dividend Yield6.64%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,463
30 Day Avg. Volume5,234
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
37.00Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering48
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 U.S. special situations with a clear tilt toward industrials, health care, and tech, and a handful of names doing most of the heavy lifting. Lumentum, Solaris Energy Infrastructure, and Nektar Therapeutics have been rising, giving the fund a boost from AI, energy infrastructure, and biotech catalysts. Bloom Energy and Excelerate Energy are also helping, though their paths have been a bit bumpier. On the flip side, Credo Technology, Guardant Health, and Tetra Technologies are lagging, acting as small anchors on an otherwise opportunity-driven, U.S.-focused portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 4.93% | $1.25M | ― | ― | ― | |
| Credo Technology Group Holding Ltd | 4.56% | $1.16M | $19.91B | 154.70% | 77 Outperform | |
| Lumentum Holdings | 4.44% | $1.13M | $63.84B | 1541.51% | 61 Neutral | |
| Tetra Technologies | 4.32% | $1.09M | $1.16B | 280.70% | 77 Outperform | |
| Bloom Energy | 3.56% | $902.84K | $44.92B | 850.33% | 62 Neutral | |
| Guardant Health | 3.52% | $890.52K | $11.43B | 111.89% | 61 Neutral | |
| Solaris Energy Infrastructure | 3.17% | $804.02K | $4.18B | 256.16% | 69 Neutral | |
| Excelerate Energy, Inc. Class A | 3.15% | $798.03K | $3.96B | 36.56% | 74 Outperform | |
| Nektar Therapeutics | 3.07% | $776.48K | $2.23B | 939.94% | 47 Neutral | |
| LivaNova | 2.92% | $739.58K | $3.47B | 85.62% | 63 Neutral |
SPIT Technical Analysis
Positive
―
Price Trends
27.52
Positive
26.97
Positive
Market Momentum
<0.01
Negative
58.72
Neutral
94.23
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 26.80, equal to the 50-day MA of 27.52, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 58.72 is Neutral, neither overbought nor oversold. The STOCH value of 94.23 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
Performance Comparison
SPIT
F/m Emerald Special Situations ETF
28.05
3.50
14.26%
YALL
God Bless America ETF
―
―
―
BAMD
Brookstone Dividend Stock ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
SOVF
Sovereign's Capital Flourish Fund
―
―
―
FMTM
MarketDesk Focused U.S. Momentum 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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