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GENM
Upturn stock ratingUpturn stock rating

Spinnaker ETF Series (GENM)

Upturn stock ratingUpturn stock rating
$10.22
Last Close (24-hour delay)
Profit since last BUY1.59%
upturn advisory
Consider higher Upturn Star rating
BUY since 60 days
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: GENM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Spinnaker ETF Series

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.