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SPY - ETF AI Analysis
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SPDR S&P 500 ETF Trust (SPY)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, helped by a generally rising U.S. stock market.
Leading Growth Companies in Top Holdings
Many of the largest positions, especially major technology and internet companies, have shown strong year-to-date performance, supporting the fund’s overall returns.
Broad Sector Diversification
Holdings spread across technology, financials, communication services, consumer sectors, health care, and more help reduce the impact of weakness in any single industry.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to downturns in that sector.
High Concentration in a Few Mega-Cap Stocks
A small number of very large companies make up a significant portion of the fund, increasing the impact if any of these stocks perform poorly.
Limited Geographic Diversification
Almost all assets are invested in U.S. companies, offering little exposure to markets outside the United States.
SPY Historical Chart
AUM697.89B
RegionNorth America
Expense Ratio0.09%
Beta1.00
IssuerSPDR
Inception DateJan 22, 1993
Dividend Yield1.06%
Asset ClassEquity
Index TrackedS&P 500
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume78,818,464
30 Day Avg. Volume80,023,895
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
817.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering503
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPY Summary
SPY is an ETF that follows the S&P 500 Index, which tracks 500 of the largest U.S. companies. It gives you a simple way to own a small piece of many well-known businesses at once, including Apple, Microsoft, and Amazon. Because it spreads your money across many sectors like technology, healthcare, and finance, investors often use SPY for broad diversification and long-term growth tied to the overall U.S. stock market. A key risk is that SPY can rise or fall with the general stock market, so its value can drop during market downturns.
How much will it cost me?This ETF has an expense ratio of 0.09%, which means you’ll pay about $0.94 per year for every $1,000 you invest. That’s low compared with the average stock ETF because SPY is passively managed to track the S&P 500 index rather than trying to beat the market.
What would affect this ETF?SPY could benefit if the U.S. economy stays healthy, technology and communication services companies like Nvidia, Apple, and Microsoft keep growing, and interest rates stabilize or fall, which often supports large U.S. stocks. On the other hand, it could be hurt by a U.S. recession, higher interest rates that pressure stock prices, or new regulations and tech slowdowns that weigh on its heavy exposure to big U.S. technology and consumer-focused companies.
SPY Top 10 Holdings
SPY’s story right now is all about Big Tech and AI. Nvidia and Alphabet are doing the heavy lifting, with rising momentum that helps offset weakness elsewhere. Meta and Amazon are also pulling their weight, keeping the tech engine humming. On the flip side, Microsoft and Apple have been losing steam lately, and Tesla is dragging the fund rather than driving it. With a clear tilt toward U.S. mega-cap technology and communication services, SPY is very much a bet on America’s digital and AI leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.76% | $54.43B | $4.57T | 34.11% | 76 Outperform | |
| Apple | 6.63% | $46.55B | $3.88T | 6.00% | 79 Outperform | |
| Microsoft | 5.04% | $35.39B | $2.97T | -4.25% | 79 Outperform | |
| Amazon | 3.38% | $23.74B | $2.20T | -8.08% | 71 Outperform | |
| Alphabet Class A | 3.00% | $21.03B | $3.67T | 64.09% | 85 Outperform | |
| Broadcom | 2.67% | $18.77B | $1.58T | 47.30% | 76 Outperform | |
| Alphabet Class C | 2.40% | $16.84B | $3.67T | 62.64% | 82 Outperform | |
| Meta Platforms | 2.38% | $16.69B | $1.63T | -7.20% | 76 Outperform | |
| Tesla | 1.96% | $13.77B | $1.54T | 16.17% | 73 Outperform | |
| Berkshire Hathaway B | 1.55% | $10.90B | $1.08T | 3.14% | 66 Neutral |
SPY Technical Analysis
Negative
―
Price Trends
686.99
Negative
678.75
Positive
647.94
Positive
Market Momentum
-0.83
Positive
46.91
Neutral
41.01
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPY, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 689.10, equal to the 50-day MA of 686.99, and equal to the 200-day MA of 647.94, indicating a neutral trend. The MACD of -0.83 indicates Positive momentum. The RSI at 46.91 is Neutral, neither overbought nor oversold. The STOCH value of 41.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPY.
SPY Peer Comparison
Comparison Results
Performance Comparison
SPY
SPDR S&P 500 ETF Trust
684.48
94.20
15.96%
VOO
Vanguard S&P 500 ETF
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―
―
IVV
iShares Core S&P 500 ETF
―
―
―
QQQ
Invesco QQQ Trust
―
―
―
SPYM
State Street SPDR Portfolio S&P 500 ETF
―
―
―
OALC
OneAscent Large Cap Core ETF
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―
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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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