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SPSM - ETF AI Analysis
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SPDR Portfolio S&P 600 Small Cap ETF (SPSM)
Rating:66Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-efficient for investors.
Strong Sector Diversification
The fund is spread across multiple sectors, including Financials, Industrials, and Technology, reducing reliance on any single industry.
Healthy Asset Base
With over $12 billion in assets under management, the ETF has strong investor interest and stability.
Negative Factors
Overwhelming U.S. Exposure
The ETF is heavily concentrated in U.S. companies, offering little geographic diversification.
Small Cap Volatility
The focus on small-cap stocks can lead to higher volatility compared to large-cap funds.
Mixed Top Holdings Performance
Some of the largest positions have shown weaker year-to-date performance, which could impact overall returns.
SPSM vs. SPDR S&P 500 ETF (SPY)
AUM13.49B
RegionNorth America
Expense Ratio0.03%
Beta0.98
IssuerSPDR
Inception DateJul 08, 2013
Dividend Yield1.68%
Asset ClassEquity
Index TrackedS&P Small Cap 600
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,999,976
30 Day Avg. Volume2,079,863
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
55.45Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering603
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPSM Summary
The SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is an investment fund that focuses on smaller U.S. companies by tracking the S&P SmallCap 600 Index. It includes a diverse range of businesses across industries like financials, technology, and healthcare. Some of its top holdings include companies like SanDisk Corp and BorgWarner. Investors might consider SPSM for its potential to tap into the growth and innovation of small-cap companies, which can often outperform larger firms during strong economic periods. However, it’s important to note that small-cap stocks can be more volatile, meaning their prices can rise and fall quickly depending on market conditions.
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
The SPDR Portfolio S&P 600 Small Cap ETF (SPSM) leans heavily into U.S. small-cap stocks, with a notable concentration in financials, technology, and industrials. SanDisk is a standout performer, riding strong earnings momentum, while Dycom and Sanmina-Sci are steady contributors thanks to strategic growth and revenue gains. On the flip side, BorgWarner and Armstrong World Industries are lagging, held back by valuation concerns and mixed technical signals. With its focus on nimble, innovative companies across diverse sectors, this ETF offers a dynamic but occasionally volatile ride for investors seeking exposure to America’s entrepreneurial edge.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Hecla Mining Company | 0.83% | $110.86M | $12.75B | 256.85% | 74 Outperform | |
| SPX | 0.71% | $95.92M | $10.81B | 41.73% | 77 Outperform | |
| Dycom | 0.67% | $90.38M | $10.07B | 96.40% | 80 Outperform | |
| BorgWarner | 0.64% | $86.40M | $9.52B | 33.94% | 65 Neutral | |
| Arrowhead Pharmaceuticals | 0.63% | $84.40M | $8.78B | 190.34% | 57 Neutral | |
| InterDigital | 0.60% | $80.55M | $8.96B | 77.74% | 76 Outperform | |
| Sanmina-Sci | 0.56% | $74.98M | $8.01B | 85.17% | 79 Outperform | |
| Corcept Therapeutics | 0.54% | $72.75M | $8.53B | 47.12% | 76 Outperform | |
| Advanced Energy | 0.54% | $72.66M | $8.12B | 78.33% | 67 Neutral | |
| JBT Marel | 0.53% | $71.73M | $7.94B | 26.23% | 73 Outperform |
SPSM Technical Analysis
Positive
―
Price Trends
46.41
Positive
45.81
Positive
43.33
Positive
Market Momentum
0.62
Negative
58.26
Neutral
57.75
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPSM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 46.86, equal to the 50-day MA of 46.41, and equal to the 200-day MA of 43.33, indicating a bullish trend. The MACD of 0.62 indicates Negative momentum. The RSI at 58.26 is Neutral, neither overbought nor oversold. The STOCH value of 57.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPSM.
SPSM Peer Comparison
Comparison Results
Performance Comparison
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
47.90
3.54
7.98%
IJR
iShares Core S&P Small Cap ETF
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―
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IWM
iShares Russell 2000 ETF
―
―
―
VB
Vanguard Small-Cap ETF
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―
―
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.
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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