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Spinnaker ETF Series (KOOL)

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Upturn Advisory Summary
10/24/2025: KOOL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 17.42% | Avg. Invested days 63 | 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 5.53 - 13.80 | Updated Date 06/29/2025 |
52 Weeks Range 5.53 - 13.80 | Updated Date 06/29/2025 |
Upturn AI SWOT
Spinnaker ETF Series
ETF Overview
Overview
The Spinnaker ETF Series is a suite of ETFs focusing on various investment strategies and sectors. Specific details depend on the individual fund within the series, including the target sector, asset allocation, and investment strategy employed to achieve its objectives.
Reputation and Reliability
Information regarding the issuer's reputation and track record depends on the specific firm managing the Spinnaker ETF Series funds. This requires a fund-by-fund assessment.
Management Expertise
The management expertise varies by individual fund and the team responsible for its strategy and execution. A detailed fund-specific analysis is needed.
Investment Objective
Goal
The investment goal differs depending on the specific ETF within the Spinnaker ETF Series. It can range from tracking a specific index to achieving capital appreciation or income generation.
Investment Approach and Strategy
Strategy: The strategy varies by fund. Some may track specific indices, sectors, or commodities, while others employ active management strategies.
Composition The asset composition depends on the individual fund within the series. It could include stocks, bonds, commodities, or a mix of asset classes.
Market Position
Market Share: Market share varies significantly across different funds in the Spinnaker ETF Series and their respective categories. Fund-specific analysis is required.
Total Net Assets (AUM): Total net assets (AUM) are specific to each fund within the Spinnaker ETF Series and requires an ETF-by-ETF breakdown.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends heavily on the specific ETF within the Spinnaker ETF Series. Each fund faces its own set of competitors based on its investment strategy and target market. Analysis is needed on a fund-by-fund basis to ascertain specific advantages and disadvantages.
Financial Performance
Historical Performance: Historical financial performance data is specific to each fund within the Spinnaker ETF Series. Requires an ETF-by-ETF review.
Benchmark Comparison: Benchmark comparisons depend on the specific fund and its chosen benchmark index. Requires an ETF-by-ETF analysis.
Expense Ratio: Expense ratios are specific to each fund within the Spinnaker ETF Series and requires an ETF-by-ETF breakdown.
Liquidity
Average Trading Volume
Average trading volume depends on the specific fund within the Spinnaker ETF Series and varies widely. Fund-specific analysis is required to assess the liquidity of each fund.
Bid-Ask Spread
Bid-ask spread depends on the specific fund within the Spinnaker ETF Series, reflecting the demand for liquidity, and requires a fund-specific examination.
Market Dynamics
Market Environment Factors
Market environment factors affecting the Spinnaker ETF Series depend on the specific fund's investment focus, the economic indicators relevant to the sector, and prevailing market conditions.
Growth Trajectory
Growth trends of the Spinnaker ETF Series are fund-specific and subject to market demand, changes in investment strategy, and evolving market conditions.
Moat and Competitive Advantages
Competitive Edge
The competitive edge of the Spinnaker ETF Series depends on the individual fund. Advantages can include a unique investment strategy targeting a niche market, superior management expertise in a specific sector, or lower expense ratios compared to similar ETFs. Successfully differentiating factors contribute to a competitive edge, attracting investors seeking specific investment outcomes. The effectiveness of these advantages varies depending on market conditions and investor preferences.
Risk Analysis
Volatility
Volatility varies by fund and is influenced by the underlying assets and investment strategy. Requires an ETF-by-ETF review.
Market Risk
Market risk depends on the specific assets held within each fund and the sectors they represent. Fund-specific analysis is required.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies for each fund in the Spinnaker ETF Series, depending on the investment objective and risk tolerance. Each fund will be suitable for different investor types.
Market Risk
Suitability varies depending on the specific fund's objective and risk profile. Some funds may be suitable for long-term investors, while others may be designed for active traders.
Summary
The Spinnaker ETF Series comprises various ETFs with different investment objectives, strategies, and target markets. Each fund should be analyzed individually to determine its suitability for specific investment goals and risk tolerance. Performance, liquidity, and expense ratios differ among funds within the series. The competitive advantage of each fund stems from its unique approach, niche market focus, or management expertise. Investors should consult the individual fund prospectuses for detailed information and consider seeking professional financial advice before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets (If available)
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. 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 will invest at least 80% of its net assets (plus borrowings for investment purposes) in U.S. and foreign equity securities. The fund may make these investments in equity securities directly or indirectly through ETFs.

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.
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