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Upturn AI SWOT - About
Spinnaker ETF Series (KOOL)
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Upturn Advisory Summary
08/14/2025: KOOL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 12.15% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 collection of ETFs focusing on specific investment strategies and market segments. The exact focus, target sector, asset allocation, and investment strategy vary depending on the individual ETF within the series.
Reputation and Reliability
Information on the issuer's reputation and track record would require accessing the specific issuer of the Spinnaker ETF Series, which is not defined by the prompt.
Management Expertise
Information on the management team's experience and expertise would require accessing details of the specific issuer of the Spinnaker ETF Series, which is not defined by the prompt.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Spinnaker ETF Series, and can include capital appreciation, income generation, or tracking a specific index.
Investment Approach and Strategy
Strategy: The ETF's strategy depends on the specific fund within the series. It could involve tracking a specific index, sector, commodity, or employing an active management approach.
Composition The asset composition varies by fund within the Spinnaker ETF Series and can include stocks, bonds, commodities, or a mix of asset classes.
Market Position
Market Share: Information on the ETF's market share would require specifying the specific ETF in the Spinnaker ETF Series and its relevant sector.
Total Net Assets (AUM): Information on the total net assets under management requires specifying the specific ETF within the Spinnaker ETF Series.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends heavily on the specific ETF within the Spinnaker ETF Series. Advantages and disadvantages will vary depending on the fund's investment strategy and the broader market environment.
Financial Performance
Historical Performance: Historical financial performance data requires specifying the specific ETF within the Spinnaker ETF Series.
Benchmark Comparison: Benchmark comparison requires specifying the specific ETF within the Spinnaker ETF Series.
Expense Ratio: Expense ratio information requires specifying the specific ETF within the Spinnaker ETF Series.
Liquidity
Average Trading Volume
Average trading volume data requires specifying the specific ETF within the Spinnaker ETF Series.
Bid-Ask Spread
Bid-ask spread information requires specifying the specific ETF within the Spinnaker ETF Series.
Market Dynamics
Market Environment Factors
Market environment factors depend on the specific focus of the ETF within the Spinnaker ETF Series.
Growth Trajectory
Growth trends and patterns depend on the specific ETF within the Spinnaker ETF Series, its investment strategy, and the broader market conditions.
Moat and Competitive Advantages
Competitive Edge
The competitive edge of a Spinnaker ETF depends entirely on the individual ETF. Advantages could stem from unique investment strategies targeting niche areas, a more cost-effective structure than similar ETFs, or superior active management if the ETF is actively managed. These ETFs might be tailored to specific investor needs or market conditions. Differentiation is key for any ETF within a crowded market.
Risk Analysis
Volatility
Volatility data requires specifying the specific ETF within the Spinnaker ETF Series.
Market Risk
Market risk depends on the specific assets held by the ETF within the Spinnaker ETF Series. It could include sector-specific risk, interest rate risk, or currency risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF within the Spinnaker ETF Series and its investment objectives. Some ETFs may suit conservative investors, while others cater to those seeking higher growth potential.
Market Risk
Suitability depends on the specific ETF within the Spinnaker ETF Series. Some ETFs may be best suited for long-term investors, while others may be more appropriate for active traders.
Summary
The Spinnaker ETF Series encompasses a collection of ETFs, each with a distinct investment strategy and focus. Analysis requires an understanding of the individual ETF within the series. Their appeal is driven by their investment objectives and risk profile. The suitability depends on the investor's goals, timeline, and risk tolerance. It is important to review the specific fund prospectus before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
Disclaimers:
This analysis is based on limited information and requires additional data on the specific ETFs within the Spinnaker ETF Series for a comprehensive assessment. Information is for general knowledge and illustrative purposes only, and does not constitute investment advice. Investment decisions should be made after consulting with a qualified financial advisor and conducting thorough due diligence.
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.