SPYM - ETF AI Analysis
Top Page
State Street SPDR Portfolio S&P 500 ETF (SPYM)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered solid gains so far this year and in recent months, showing healthy momentum for investors.
Low Expense Ratio
With a very low fee, more of the fund’s returns stay in investors’ pockets instead of going to costs.
Broad Sector Diversification
The fund spreads its investments across many sectors, which helps reduce the impact if any single industry struggles.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Concentration in a Few Mega-Cap Stocks
Several very large companies make up a meaningful portion of the fund, increasing the impact if any one of them performs poorly.
Limited International Diversification
Almost all of the ETF’s holdings are in U.S. companies, offering little exposure to markets outside the United States.
SPYM vs. SPDR S&P 500 ETF (SPY)
AUM159.44B
RegionNorth America
Expense Ratio0.02%
Beta1.00
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.05%
Asset ClassEquity
Index TrackedS&P 500
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,748,211
30 Day Avg. Volume12,414,566
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
106.58Price 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 exchange-traded fund (ETF) that follows the S&P 500 index, which tracks 500 of the largest companies in the United States. It gives you broad exposure to many industries, with a big focus on technology, and includes well-known names like Apple and Nvidia. Investors might choose SPYM as a simple way to diversify their portfolio and seek long-term growth by owning a slice of many leading U.S. companies at once. A key risk is that it can rise or fall with the overall stock market and is heavily influenced by large tech stocks.
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 leans heavily on U.S. mega-cap tech, with Nvidia, Apple, Microsoft, and Alphabet steering the ship. Micron has been the surprise engine, racing ahead on AI memory demand, while Nvidia and Broadcom are still pulling their weight despite some recent wobbling. Apple and Amazon look more mixed, cooling off after earlier gains, and Microsoft and Meta have been losing a bit of steam, acting as mild brakes. With all major holdings U.S.-based and tech-dominated, the fund’s fortunes are tightly tied to the Big Tech and AI narrative.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.96% | $12.80B | $5.13T | 20.16% | 76 Outperform | |
| Apple | 7.42% | $11.93B | $4.79T | 50.48% | 79 Outperform | |
| Microsoft | 4.50% | $7.23B | $2.90T | -25.31% | 79 Outperform | |
| Amazon | 3.72% | $5.97B | $2.63T | 0.62% | 71 Outperform | |
| Alphabet Class A | 3.11% | $5.00B | $4.16T | 65.32% | 85 Outperform | |
| Broadcom | 2.91% | $4.68B | $1.89T | 35.94% | 76 Outperform | |
| Alphabet Class C | 2.51% | $4.03B | $4.16T | 64.77% | 82 Outperform | |
| Meta Platforms | 2.14% | $3.43B | $1.59T | -15.21% | 76 Outperform | |
| Micron | 1.68% | $2.70B | $1.08T | 786.25% | 79 Outperform | |
| Tesla | 1.63% | $2.62B | $1.40T | 4.71% | 73 Outperform |
SPYM Technical Analysis
Neutral
―
Price Trends
87.57
Negative
84.04
Positive
81.83
Positive
Market Momentum
0.07
Positive
45.37
Neutral
26.01
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 87.82, equal to the 50-day MA of 87.57, and equal to the 200-day MA of 81.83, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 45.37 is Neutral, neither overbought nor oversold. The STOCH value of 26.01 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
86.96
12.87
17.37%
VOO
Vanguard S&P 500 ETF
―
―
―
IVV
iShares Core S&P 500 ETF
―
―
―
SPY
SPDR S&P 500 ETF Trust
―
―
―
QQQ
Invesco QQQ Trust
―
―
―
QQQM
Invesco NASDAQ 100 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.
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: ―
Table of Contents