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SPYM - ETF AI Analysis
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State Street SPDR Portfolio S&P 500 ETF (SPYM)
Rating:74Outperform
Price Target:―
Positive Factors
Ultra-Low Expense Ratio
The fund charges very low fees, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry struggles.
Large Asset Base
The ETF manages a very large pool of assets, which generally supports good trading liquidity and fund stability.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s holdings are in U.S. companies, offering very little international diversification.
Tech and Mega-Cap Dependence
A large share of the portfolio is in big technology and communication names, so the fund is sensitive to swings in those stocks.
Recent Weakness in Top Holdings
Several of the largest positions have shown weak year-to-date performance, which has weighed on the fund’s recent returns.
SPYM vs. SPDR S&P 500 ETF (SPY)
AUM106.95B
RegionNorth America
Expense Ratio0.02%
Beta0.99
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.13%
Asset ClassEquity
Index TrackedS&P 500
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,860,344
30 Day Avg. Volume11,441,549
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
96.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering504
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPYM Summary
SPYM is an ETF that follows the S&P 500 index, which tracks 500 of the largest U.S. companies across many industries. By buying one share of SPYM, you get a small piece of big names like Apple and Microsoft, along with hundreds of other well-known businesses. Investors might consider SPYM for simple, low-cost diversification and long-term growth tied to the overall U.S. stock market. A key risk is that SPYM will rise and fall with the broader stock market, and it has a heavy tilt toward technology companies, which can be especially volatile.
How much will it cost me?The SPDR Portfolio S&P 500 ETF (SPLG) has an expense ratio of 0.02%, meaning you’ll pay $0.20 per year for every $1,000 invested. This is much lower than average because SPLG is passively managed, tracking the S&P 500 Index rather than relying on active stock picking.
What would affect this ETF?The SPLG ETF, heavily focused on U.S. large-cap stocks and sectors like technology and financials, could benefit from continued innovation in tech and a stable U.S. economy. However, it may face challenges from rising interest rates, which can pressure growth-focused sectors, and regulatory changes affecting major holdings like Nvidia, Microsoft, and Apple. Global economic uncertainty could also impact consumer spending, affecting companies in cyclical industries.
SPYM Top 10 Holdings
This S&P 500 tracker is very much a U.S. Big Tech story, with heavyweight positions in Nvidia, Apple, Microsoft, Amazon, and Alphabet steering the ship. Lately, Alphabet and Amazon have been the bright spots, rising on solid earnings and AI momentum, while Nvidia has cooled off and looks more mixed after a strong run. Apple, Microsoft, and Meta are losing a bit of steam, and Tesla is clearly dragging the fund. With technology dominating sector exposure and all holdings U.S.-based, the ETF’s fortunes are tightly tied to America’s mega-cap tech cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.78% | $8.19B | $4.54T | 34.63% | 76 Outperform | |
| Apple | 6.62% | $6.97B | $3.84T | 7.00% | 79 Outperform | |
| Microsoft | 5.11% | $5.38B | $2.98T | -1.61% | 79 Outperform | |
| Amazon | 3.32% | $3.50B | $2.14T | -12.72% | 71 Outperform | |
| Alphabet Class A | 3.08% | $3.24B | $3.74T | 66.82% | 85 Outperform | |
| Broadcom | 2.68% | $2.82B | $1.57T | 42.11% | 76 Outperform | |
| Alphabet Class C | 2.46% | $2.59B | $3.74T | 65.55% | 82 Outperform | |
| Meta Platforms | 2.42% | $2.55B | $1.64T | -11.79% | 76 Outperform | |
| Tesla | 2.01% | $2.11B | $1.57T | 17.21% | 73 Outperform | |
| Berkshire Hathaway B | 1.57% | $1.65B | $1.08T | 4.26% | 66 Neutral |
SPYM Technical Analysis
Neutral
―
Price Trends
80.81
Negative
79.76
Positive
75.99
Positive
Market Momentum
-0.03
Positive
43.86
Neutral
42.96
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPYM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 81.08, equal to the 50-day MA of 80.81, and equal to the 200-day MA of 75.99, indicating a neutral trend. The MACD of -0.03 indicates Positive momentum. The RSI at 43.86 is Neutral, neither overbought nor oversold. The STOCH value of 42.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SPYM.
SPYM Peer Comparison
Comparison Results
Performance Comparison
SPYM
State Street SPDR Portfolio S&P 500 ETF
80.20
9.14
12.86%
VOO
Vanguard S&P 500 ETF
―
―
―
IVV
iShares Core S&P 500 ETF
―
―
―
SPY
SPDR S&P 500 ETF Trust
―
―
―
QQQ
Invesco QQQ Trust
―
―
―
OALC
OneAscent Large Cap Core 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.
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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