SPSM - ETF AI Analysis
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SPDR Portfolio S&P 600 Small Cap ETF (SPSM)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, showing solid recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including financials, industrials, technology, consumer cyclical, and health care, which helps reduce the impact of weakness in any single industry.
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
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification outside the United States.
Small-Cap Volatility Risk
Because the fund focuses on smaller companies, its share price can be more sensitive to market swings and economic slowdowns.
Sector Tilts Toward Financials and Industrials
Larger weights in financial and industrial stocks mean the fund could be more affected if these sectors face a downturn.
SPSM vs. SPDR S&P 500 ETF (SPY)
AUM17.19B
RegionNorth America
Expense Ratio0.03%
Beta0.96
IssuerSPDR
Inception DateJul 08, 2013
Dividend Yield1.39%
Asset ClassEquity
Index TrackedS&P Small Cap 600
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,545,579
30 Day Avg. Volume1,699,758
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
65.40Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering603
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 hundreds of smaller U.S. companies across many sectors, including financials, industrials, technology, and health care. Some of its well-known holdings include Match Group and Molina Healthcare. Investors might consider SPSM if they want broad diversification into small U.S. companies that could have higher growth potential than large, established firms. However, small-cap stocks can be more volatile than larger companies, so the value of this ETF can rise and fall more sharply with the 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 U.S. small caps, with a tilt toward industrials, financials, and tech-driven niche players. Recent gains are being led by rising names like FormFactor, Argan, StoneX Group, and Alkermes, which are giving the fund a healthy push from semiconductor tools, infrastructure, and specialty finance and biotech. BrightSpring and Krystal Biotech are also climbing, though their high valuations add a bit of wobble to the ride. ViaSat is more mixed, occasionally losing altitude, but the broad small-cap spread keeps any single laggard from steering the fund off course.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Molina Healthcare | 0.66% | $112.51M | $12.14B | 16.55% | 71 Outperform | |
| ViaSat | 0.52% | $88.77M | $10.06B | 382.92% | 56 Neutral | |
| Glaukos | 0.51% | $85.82M | $8.99B | 59.23% | 61 Neutral | |
| Match Group | 0.50% | $85.59M | $9.04B | 14.41% | 66 Neutral | |
| Krystal Biotech | 0.49% | $83.54M | $10.00B | 123.21% | 80 Outperform | |
| Corcept Therapeutics | 0.49% | $82.31M | $10.27B | 39.86% | 76 Outperform | |
| Alkermes | 0.48% | $81.10M | $8.81B | 93.38% | 80 Outperform | |
| Jackson Financial Incorporation | 0.48% | $80.71M | $8.66B | 40.33% | 73 Outperform | |
| Argan | 0.47% | $79.01M | $8.49B | 182.31% | 73 Outperform | |
| Brinker International | 0.46% | $78.63M | $8.27B | 16.65% | 70 Neutral |
SPSM Technical Analysis
Neutral
―
Price Trends
55.11
Positive
52.66
Positive
50.09
Positive
Market Momentum
0.39
Positive
51.16
Neutral
38.86
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPSM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 56.81, equal to the 50-day MA of 55.11, and equal to the 200-day MA of 50.09, indicating a neutral trend. The MACD of 0.39 indicates Positive momentum. The RSI at 51.16 is Neutral, neither overbought nor oversold. The STOCH value of 38.86 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SPSM.
SPSM Peer Comparison
Comparison Results
Performance Comparison
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
56.32
13.26
30.79%
IJR
iShares Core S&P Small Cap ETF
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―
―
IWM
iShares Russell 2000 ETF
―
―
―
VB
Vanguard Small-Cap ETF
―
―
―
SCHA
Schwab U.S. Small-Cap ETF
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―
―
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.
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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