SPYM - ETF AI Analysis
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State Street SPDR Portfolio S&P 500 ETF (SPYM)
Rating:74Outperform
Price Target:―
Positive Factors
Very Low Fees
The ETF has a very low expense ratio, which helps investors keep more of their returns over time.
Strong Recent Performance
The fund’s returns over the past month, three months, and year to date have been positive, showing solid recent momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and internet companies, have shown strong performance this year and support the fund’s growth potential.
Negative Factors
Heavy Concentration in Technology
A large portion of the portfolio is in the technology sector, which can increase risk if that sector experiences a downturn.
Mixed Performance Among Top Stocks
Some major holdings, including large technology and auto names, have been weak this year, which could drag on overall returns if the trend continues.
Almost Entirely U.S.-Focused
The ETF invests almost all its assets in U.S. companies, offering very little geographic diversification outside the United States.
SPYM vs. SPDR S&P 500 ETF (SPY)
AUM148.48B
RegionNorth America
Expense Ratio0.02%
Beta1.00
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.02%
Asset ClassEquity
Index TrackedS&P 500
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,497,256
30 Day Avg. Volume14,704,508
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
103.66Price Target Upside― Downside
Rating ConsensusStrong 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 many well-known businesses like Apple and Microsoft, along with hundreds of others, giving you instant diversification in a single investment. People might consider SPYM if they want long-term growth that roughly matches the overall U.S. stock market at a low cost. A key risk is that it can rise or fall with the U.S. stock market, especially since it is heavily weighted toward technology companies.
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 being steered largely by U.S. mega-cap tech, with Nvidia, Apple, and Amazon doing most of the heavy lifting as their shares continue to rise on the back of AI and cloud optimism. Alphabet is also pulling its weight, with both share classes adding steady momentum. On the flip side, Microsoft looks a bit mixed and Meta has been losing steam, acting as a mild drag. Overall, the fund is heavily tilted toward U.S. technology and communication giants, with relatively little exposure beyond the U.S. market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.18% | $12.21B | $4.96T | 44.72% | 76 Outperform | |
| Apple | 7.03% | $10.50B | $4.51T | 50.72% | 79 Outperform | |
| Microsoft | 4.89% | $7.30B | $3.10T | -11.42% | 79 Outperform | |
| Amazon | 3.81% | $5.70B | $2.65T | 15.20% | 71 Outperform | |
| Alphabet Class A | 3.34% | $5.00B | $4.45T | 112.19% | 85 Outperform | |
| Broadcom | 3.06% | $4.56B | $1.83T | 56.21% | 76 Outperform | |
| Alphabet Class C | 2.67% | $3.98B | $4.45T | 109.10% | 82 Outperform | |
| Meta Platforms | 2.11% | $3.15B | $1.51T | -15.01% | 76 Outperform | |
| Tesla | 1.81% | $2.70B | $1.47T | 32.48% | 73 Outperform | |
| Micron | 1.72% | $2.58B | $974.37B | 695.88% | 79 Outperform |
SPYM Technical Analysis
Neutral
―
Price Trends
83.98
Positive
82.00
Positive
80.21
Positive
Market Momentum
1.18
Positive
49.43
Neutral
53.26
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 87.84, equal to the 50-day MA of 83.98, and equal to the 200-day MA of 80.21, indicating a neutral trend. The MACD of 1.18 indicates Positive momentum. The RSI at 49.43 is Neutral, neither overbought nor oversold. The STOCH value of 53.26 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
86.81
17.08
24.49%
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
―
―
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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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