SPMD - ETF AI Analysis
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SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Many of the largest positions have shown strong year-to-date performance, helping drive the fund’s overall returns.
Broad Sector Diversification
The ETF spreads its investments across many different industries, which can help reduce the impact if one sector struggles.
Very Low Expense Ratio
The fund charges a very low fee, so more of the investment gains can stay in investors’ pockets instead of going to costs.
Negative Factors
Heavy U.S. Focus
Almost all of the ETF’s holdings are in U.S. companies, offering very limited geographic diversification outside the United States.
Mid-Cap Market Sensitivity
Because the fund targets mid-sized companies, its share price can be more sensitive to economic swings than large-cap focused funds.
Sector Tilts Toward Industrials and Technology
The ETF has relatively high exposure to industrials and technology, which could hurt performance if these sectors face a downturn.
SPMD vs. SPDR S&P 500 ETF (SPY)
AUM18.12B
RegionNorth America
Expense Ratio0.03%
Beta0.92
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.23%
Asset ClassEquity
Index TrackedS&P Mid Cap 400
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,246,530
30 Day Avg. Volume1,592,783
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
78.02Price 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, which focuses 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 spreads your money across many sectors like industrials, technology, and financials, with holdings such as Twilio and Illumina. Someone might invest in SPMD to add diversification and potential growth to a long‑term portfolio. A key risk is that mid‑cap stocks can be more volatile than large companies, so the ETF’s value can rise and fall with the stock market.
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 is leaning heavily into U.S. industrial and tech names, with a mid-cap twist that gives it a punchier profile than a typical broad market fund. High-flying industrials like TechnipFMC, Carpenter Technology, and ATI have been doing much of the heavy lifting, riding strong earnings and upbeat outlooks. Illumina and Twilio add a growthy tech flavor, with rising but sometimes choppy momentum. On the softer side, nVent Electric and Woodward have recently lost a bit of spark, slightly tugging on returns but not derailing the fund’s overall upward tilt.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Illumina | 0.83% | $150.76M | $29.48B | 99.68% | 71 Outperform | |
| TechnipFMC | 0.81% | $146.27M | $28.60B | 89.50% | 80 Outperform | |
| Twilio | 0.81% | $146.13M | $28.57B | 48.02% | 70 Neutral | |
| Carpenter Technology | 0.74% | $134.84M | $26.36B | 101.98% | 75 Outperform | |
| Curtiss-Wright | 0.71% | $128.36M | $25.10B | 46.19% | 74 Outperform | |
| ATI | 0.69% | $124.18M | $24.28B | 136.42% | 78 Outperform | |
| XPO | 0.66% | $119.73M | $23.41B | 65.65% | 70 Outperform | |
| Burlington Stores | 0.66% | $119.32M | $23.36B | 36.35% | 68 Neutral | |
| Woodward | 0.65% | $117.51M | $22.96B | 38.59% | 79 Outperform | |
| Okta | 0.65% | $117.46M | $23.80B | 43.58% | 75 Outperform |
SPMD Technical Analysis
Neutral
―
Price Trends
65.92
Positive
63.75
Positive
61.29
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPMD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 66.19, equal to the 50-day MA of 65.92, and equal to the 200-day MA of 61.29, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SPMD.
SPMD Peer Comparison
Comparison Results
Performance Comparison
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
65.98
12.28
22.87%
IJH
iShares Core S&P Mid-Cap ETF
―
―
―
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
―
―
―
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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