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SPSM - ETF AI Analysis
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SPDR Portfolio S&P 600 Small Cap ETF (SPSM)
Rating:67Neutral
Price Target:―
Positive Factors
Broad Small-Cap Diversification
The fund spreads its investments across many small U.S. companies and sectors, which helps reduce the impact of any single stock or industry.
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating solid recent momentum in its small-cap holdings.
Very Low Expense Ratio
With a very low management fee, more of the fund’s returns stay in investors’ pockets compared with higher-cost small-cap funds.
Negative Factors
Single-Country Concentration
Almost all of the fund’s assets are invested in U.S. companies, so it offers little protection if the U.S. market struggles while other regions do better.
Small-Cap Volatility Risk
Because it focuses on smaller companies, the ETF can be more sensitive to economic slowdowns and market swings than large-cap funds.
Mixed Performance Among Top Holdings
While several of the largest positions have delivered strong gains, a few have been weak or slightly negative, which can create bumps in overall performance.
SPSM vs. SPDR S&P 500 ETF (SPY)
AUM13.82B
RegionNorth America
Expense Ratio0.03%
Beta0.99
IssuerSPDR
Inception DateJul 08, 2013
Dividend Yield1.59%
Asset ClassEquity
Index TrackedS&P Small Cap 600
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,096,455
30 Day Avg. Volume2,381,929
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
58.86Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering604
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPSM Summary
SPSM is the SPDR Portfolio S&P 600 Small Cap ETF, which follows the S&P SmallCap 600 Index. It invests in many smaller U.S. companies across sectors like financials, industrials, and technology. These are not household names like Apple or Amazon, but include firms such as Arrowhead Pharmaceuticals and LKQ that may still have room to grow. Someone might invest in SPSM to seek long-term growth and diversify beyond large, well-known stocks. A key risk is that small-company stocks can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
How much will it cost me?The SPDR Portfolio S&P 600 Small Cap ETF (SPSM) has an expense ratio of 0.03%, meaning you’ll pay $0.30 per year for every $1,000 invested. This is much lower than average because it’s a passively managed fund that tracks an index, which typically costs less to operate than actively managed funds.
What would affect this ETF?The SPSM ETF, which focuses on small-cap U.S. companies, could benefit from economic growth and innovation in sectors like technology and industrials, as these industries are among its largest exposures. However, small-cap stocks are often more sensitive to rising interest rates and economic slowdowns, which could negatively impact the ETF's performance. Regulatory changes or sector-specific challenges, such as shifts in healthcare policy or fluctuations in energy prices, may also influence its future returns.
SPSM Top 10 Holdings
SPSM’s story is all about nimble U.S. small caps, with a tilt toward industrials, financials, and tech. Standouts like Solstice Advanced Materials and Moog have been rising sharply, giving the fund a helpful tailwind, while Primoris Services and SiTime add more momentum with solid, if sometimes choppy, uptrends. Eastman Chemical has been a steady contributor despite industry headwinds, and CareTrust REIT brings a calmer, income-oriented note. With no single stock dominating, performance is driven by a broad cast of smaller U.S. players rather than one or two giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Solstice Advanced Materials, Inc. | 0.79% | $110.92M | $11.44B | ― | 67 Neutral | |
| InterDigital | 0.63% | $88.11M | $9.31B | 74.01% | 76 Outperform | |
| Moog | 0.59% | $83.11M | $9.75B | 78.13% | 73 Outperform | |
| CareTrust REIT | 0.59% | $82.49M | $8.95B | 44.73% | 80 Outperform | |
| LKQ | 0.52% | $73.57M | $7.59B | -27.93% | 68 Neutral | |
| Eastman Chemical | 0.51% | $71.77M | $8.05B | -22.03% | 72 Outperform | |
| SiTime Corporation | 0.51% | $71.51M | $8.49B | 103.81% | 61 Neutral | |
| Semtech | 0.49% | $69.20M | $7.72B | 155.00% | 69 Neutral | |
| Element Solutions | 0.49% | $68.94M | $7.33B | 19.31% | 65 Neutral | |
| JBT Marel | 0.49% | $68.61M | $7.03B | 12.47% | 73 Outperform |
SPSM Technical Analysis
Negative
―
Price Trends
49.84
Negative
48.20
Negative
46.07
Positive
Market Momentum
-0.57
Positive
31.42
Neutral
19.77
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPSM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 50.03, equal to the 50-day MA of 49.84, and equal to the 200-day MA of 46.07, indicating a neutral trend. The MACD of -0.57 indicates Positive momentum. The RSI at 31.42 is Neutral, neither overbought nor oversold. The STOCH value of 19.77 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPSM.
SPSM Peer Comparison
Comparison Results
Performance Comparison
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
47.58
7.25
17.98%
IJR
iShares Core S&P Small Cap ETF
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―
―
VB
Vanguard Small-Cap ETF
―
―
―
IWM
iShares Russell 2000 ETF
―
―
―
SCHA
Schwab U.S. Small-Cap ETF
―
―
―
VIOO
Vanguard S&P Small-Cap 600 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.
Disclaimer
This 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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