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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
Strong Top Holdings
Several key positions, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the ETF’s returns.
Low Expense Ratio
The ETF has an exceptionally low expense ratio, making it a cost-effective choice for investors.
Broad Sector Exposure
The fund is diversified across multiple sectors, reducing the impact of downturns in any single industry.
Negative Factors
High Technology Concentration
With over 35% of the portfolio in the technology sector, the ETF is heavily exposed to potential volatility in tech stocks.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little exposure to international markets.
Underperforming Holdings
Some major holdings, such as Apple and Amazon, have shown weaker year-to-date performance compared to others in the portfolio.
SPYM vs. SPDR S&P 500 ETF (SPY)
AUM96.81B
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. Volume10,586,383
30 Day Avg. Volume9,806,908
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
93.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering504
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPYM Summary
The SPDR Portfolio S&P 500 ETF (SPLG) is an investment fund that tracks the S&P 500 Index, which includes 500 of the largest and most influential companies in the U.S. economy. It holds well-known companies like Microsoft and Apple, making it a great option for investors who want exposure to big, stable businesses across various industries. SPLG is popular for its low cost and ability to diversify your portfolio while aiming for long-term growth. However, since it closely follows the stock market, its value can go up or down depending on overall market performance.
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
The SPDR Portfolio S&P 500 ETF leans heavily on tech giants like Nvidia and Apple, which have been steady performers, with Apple showing rising momentum thanks to strong revenue growth. Alphabet’s recent surge, driven by its AI and cloud investments, has also been a bright spot. However, Microsoft and Meta are lagging, with bearish trends and valuation concerns weighing on their performance. With technology dominating the fund’s holdings, it’s clear this ETF is riding the wave of innovation, though its concentrated exposure to U.S. large-cap stocks means sector swings can significantly impact returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.57% | $7.30B | $4.30T | 28.03% | 76 Outperform | |
| Apple | 7.09% | $6.84B | $4.12T | 17.49% | 80 Outperform | |
| Microsoft | 6.21% | $5.99B | $3.66T | 16.19% | 73 Outperform | |
| Amazon | 3.83% | $3.69B | $2.49T | 12.18% | 71 Outperform | |
| Broadcom | 3.22% | $3.11B | $1.90T | 148.62% | 76 Outperform | |
| Alphabet Class A | 3.20% | $3.09B | $3.86T | 89.51% | 80 Outperform | |
| Alphabet Class C | 2.57% | $2.48B | $3.86T | 87.76% | 82 Outperform | |
| Meta Platforms | 2.36% | $2.28B | $1.63T | 12.82% | 71 Outperform | |
| Tesla | 2.06% | $1.99B | $1.43T | 24.63% | 73 Outperform | |
| Berkshire Hathaway B | 1.61% | $1.56B | $1.11T | 6.37% | 66 Neutral |
SPYM Technical Analysis
Positive
―
Price Trends
78.87
Positive
76.96
Positive
72.19
Positive
Market Momentum
0.08
Negative
59.12
Neutral
91.08
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPYM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 79.17, equal to the 50-day MA of 78.87, and equal to the 200-day MA of 72.19, indicating a bullish trend. The MACD of 0.08 indicates Negative momentum. The RSI at 59.12 is Neutral, neither overbought nor oversold. The STOCH value of 91.08 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPYM.
SPYM Peer Comparison
Comparison Results
Performance Comparison
SPYM
State Street SPDR Portfolio S&P 500 ETF
80.39
10.27
14.65%
VOO
Vanguard S&P 500 ETF
―
―
―
IVV
iShares Core S&P 500 ETF
―
―
―
SPY
SPDR S&P 500 ETF Trust
―
―
―
QQQ
Invesco QQQ Trust
―
―
―
RSP
Invesco S&P 500 Equal Weight 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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