
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
Spinnaker ETF Series (GENM)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: GENM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 0.88% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.81 - 10.18 | Updated Date 06/29/2025 |
52 Weeks Range 9.81 - 10.18 | Updated Date 06/29/2025 |
Upturn AI SWOT
Spinnaker ETF Series
ETF Overview
Overview
Spinnaker ETF Series is a suite of ETFs designed to provide targeted exposure to specific investment strategies and sectors. The series aims to offer diverse investment options, including growth, value, and thematic strategies.
Reputation and Reliability
Information about the issuer's reputation and track record is not readily available without knowing a specific Spinnaker ETF. Generally, issuer reputation matters for investor confidence.
Management Expertise
Information about the management team's experience and expertise is not readily available without knowing a specific Spinnaker ETF. Experienced management typically inspires more confidence.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Spinnaker ETF Series. Each ETF aims to deliver returns aligned with its chosen investment strategy or sector.
Investment Approach and Strategy
Strategy: The strategy depends on the specific ETF. Some may track specific indexes, while others may employ active management or focus on specific sectors or themes.
Composition The assets held by each ETF vary depending on its strategy. The portfolio may contain stocks, bonds, or other assets relevant to the ETF's objective.
Market Position
Market Share: Data on the Spinnaker ETF Series' market share is not readily available without specifying a particular ETF.
Total Net Assets (AUM): Data on the total net assets under management (AUM) is not readily available without specifying a particular ETF.
Competitors
Key Competitors
- VTI
- SPY
- IVV
- QQQ
- IWM
Competitive Landscape
The ETF market is highly competitive, with numerous providers offering similar investment products. Spinnaker ETF Series competes with larger, more established ETF providers. The advantage depends on the specific ETF's investment strategy or niche market focus, potentially offering unique exposure not readily available from competitors. Disadvantages include lower AUM and brand recognition compared to major players.
Financial Performance
Historical Performance: Historical performance data is not readily available without specifying a particular ETF within the Spinnaker ETF Series.
Benchmark Comparison: Benchmark comparison is not possible without performance data and a specific ETF's benchmark.
Expense Ratio: Expense ratio data is not readily available without specifying a particular ETF within the Spinnaker ETF Series.
Liquidity
Average Trading Volume
Average trading volume data is not available without specifying a particular Spinnaker ETF; thus, liquidity cannot be assessed.
Bid-Ask Spread
Bid-ask spread details are unavailable without specifying a particular Spinnaker ETF, preventing an understanding of trading costs.
Market Dynamics
Market Environment Factors
Market dynamics affecting the Spinnaker ETF Series depend on the underlying assets and sectors represented by each specific ETF. Economic indicators, sector-specific growth prospects, and overall market conditions all play a role.
Growth Trajectory
Growth trends and patterns depend on the performance of each individual ETF within the Spinnaker ETF Series. Changes to strategy and holdings depend on the investment objectives and management decisions of each specific ETF.
Moat and Competitive Advantages
Competitive Edge
Spinnaker ETF Series's competitive edge likely lies in its specialized investment strategies or niche market focus, allowing it to target specific segments of the market. A unique investment strategy, coupled with superior management, or a focus on a less crowded sector, could potentially set it apart from competitors. The specific advantages, however, will vary from one ETF to another within the series. These advantages may attract investors seeking specific exposures, but they are counterbalanced by the limitations of less brand recognition and lower AUM when compared with market leaders.
Risk Analysis
Volatility
Volatility data is not readily available without specifying a particular ETF within the Spinnaker ETF Series.
Market Risk
The specific risks associated with the Spinnaker ETF Series' underlying assets depend on the composition of each ETF. Market risks could include economic downturns, sector-specific declines, and interest rate fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within the Spinnaker ETF Series. Some ETFs may be suitable for growth-oriented investors, while others may appeal to those seeking income or diversification.
Market Risk
Suitability depends on the specific ETF. Some may be best for long-term investors, while others may be appropriate for active traders seeking short-term gains.
Summary
The Spinnaker ETF Series offers a variety of investment strategies through its suite of ETFs, targeting different sectors and investment styles. The success of each ETF hinges on its unique approach, management expertise, and ability to navigate market dynamics. Investors considering the Spinnaker ETF Series should carefully evaluate the objectives, risks, and expenses of each specific ETF. While the series offers targeted exposure, it faces competition from larger, more established ETF providers and performance will vary among ETFs within the series. Further research into individual Spinnaker ETFs are crucial for an accurate investment decision.
Peer Comparison
Sources and Disclaimers
Data Sources:
- General ETF market data and information.
- ETF.com
- Seeking Alpha
- Company Filings
Disclaimers:
This analysis is based on limited information available without specifying a particular Spinnaker ETF. Investment decisions should be based on thorough research and consultation with a financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Spinnaker ETF Series
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal market conditions, the fund invests at least 80% of its net assets in a diversified portfolio of municipal obligations, the interest on which is exempt from regular federal income tax. The fund normally invests in municipal obligations rated A or higher by S&P Global Ratings, Fitch Ratings or Moody"s Investors Service, Inc. or, if unrated, determined by the Subadvisor to be of comparable quality at the time of purchase.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.