SPMD - ETF AI Analysis
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SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past few months, indicating solid recent momentum.
Leading Holdings Performing Well
Most of the top 10 stocks have delivered strong year-to-date gains, helping to support the fund’s overall returns.
Very Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the ETF offers very little geographic diversification outside the United States.
Sector Tilt Toward Industrials and Technology
Large weights in industrials and technology mean the fund could be more affected if these sectors face a downturn.
Limited Impact From Individual Winners
Because each holding is a small slice of the portfolio, even very strong-performing stocks have only a modest effect on total returns.
SPMD vs. SPDR S&P 500 ETF (SPY)
AUM17.08B
RegionNorth America
Expense Ratio0.03%
Beta0.92
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.26%
Asset ClassEquity
Index TrackedS&P Mid Cap 400
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,770,637
30 Day Avg. Volume2,889,196
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
75.00Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering401
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPMD Summary
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) is a fund that follows the S&P MidCap 400 Index, focusing on medium‑sized U.S. companies. These are firms that are usually past the start‑up phase but still have room to grow. The ETF holds a wide mix of sectors like industrials, technology, and financials, with companies such as Flex and TechnipFMC among its top positions. Someone might invest in SPMD to add diversification and long‑term growth potential to their portfolio. A key risk is that mid‑cap stocks can rise and fall more sharply than large, well‑established companies.
How much will it cost me?The SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) has an expense ratio of 0.03%, which means you’ll pay $0.30 per year for every $1,000 invested. This is much lower than average because it is a passively managed fund that tracks the S&P MidCap 400 Index, keeping costs low.
What would affect this ETF?The SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) could benefit from economic growth in the U.S., particularly if mid-cap companies in sectors like Industrials and Technology continue to innovate and expand. However, rising interest rates or economic slowdowns could negatively impact mid-cap firms, especially those in cyclical sectors like Consumer Cyclical and Financials. Regulatory changes or sector-specific challenges in industries like Health Care and Real Estate might also influence the ETF's performance.
SPMD Top 10 Holdings
SPMD’s story is all about U.S. mid-cap muscle, with a clear tilt toward industrials and tech. Flex and Sterling Infrastructure have been doing the heavy lifting, rising steadily and giving the fund a solid backbone, while Twilio and Pure Storage add a more growthy, cloud-flavored twist that’s also been trending higher. On the flip side, TechnipFMC and XPO have been more mixed lately, occasionally tripping up performance. Overall, the ETF is broadly diversified across U.S. names, but industrial and tech workhorses are clearly steering the ship.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Flex | 1.54% | $265.91M | $48.53B | 219.36% | 74 Outperform | |
| Twilio | 0.87% | $150.10M | $28.52B | 65.55% | 70 Neutral | |
| TechnipFMC | 0.83% | $143.49M | $28.30B | 139.10% | 80 Outperform | |
| nVent Electric | 0.81% | $139.48M | $26.63B | 152.43% | 76 Outperform | |
| Everpure | 0.79% | $136.58M | $28.96B | 57.29% | 64 Neutral | |
| Curtiss-Wright | 0.77% | $133.92M | $27.01B | 70.67% | 74 Outperform | |
| Sterling Infrastructure | 0.77% | $132.96M | $22.49B | 297.47% | 71 Outperform | |
| MasTec | 0.75% | $128.85M | $30.19B | 150.65% | 74 Outperform | |
| United Therapeutics | 0.71% | $122.33M | $24.13B | 84.76% | 79 Outperform | |
| XPO | 0.68% | $117.74M | $23.82B | 73.44% | 70 Outperform |
SPMD Technical Analysis
Positive
―
Price Trends
62.04
Positive
61.57
Positive
59.16
Positive
Market Momentum
0.36
Positive
57.43
Neutral
66.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPMD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 63.95, equal to the 50-day MA of 62.04, and equal to the 200-day MA of 59.16, indicating a bullish trend. The MACD of 0.36 indicates Positive momentum. The RSI at 57.43 is Neutral, neither overbought nor oversold. The STOCH value of 66.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPMD.
SPMD Peer Comparison
Comparison Results
Performance Comparison
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
64.45
11.78
22.37%
IJH
iShares Core S&P Mid-Cap ETF
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―
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VO
Vanguard Mid-Cap ETF
―
―
―
IWR
iShares Russell Midcap ETF
―
―
―
MDY
SPDR S&P Midcap 400 ETF Trust
―
―
―
IVOO
Vanguard S&P Mid-Cap 400 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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