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Upturn AI SWOT - About
SPDR® SSGA US Large Cap Low Volatility Index ETF (LGLV)
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Upturn Advisory Summary
10/10/2025: LGLV (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 6.26% | Avg. Invested days 79 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 148.34 - 175.58 | Updated Date 06/29/2025 |
52 Weeks Range 148.34 - 175.58 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® SSGA US Large Cap Low Volatility Index ETF
ETF Overview
Overview
The SPDRu00ae SSGA US Large Cap Low Volatility Index ETF (SPLV) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the SSGA US Large Cap Low Volatility Index. It focuses on large-cap U.S. equities with low volatility characteristics.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
SSGA has extensive experience in managing index-based ETFs and employs a team of investment professionals.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the SSGA US Large Cap Low Volatility Index.
Investment Approach and Strategy
Strategy: The ETF tracks the SSGA US Large Cap Low Volatility Index, which selects stocks from the S&P 500 based on their low volatility.
Composition The ETF holds a portfolio of U.S. large-cap stocks selected for their low volatility. It is diversified across various sectors.
Market Position
Market Share: SPLV holds a significant market share within the low volatility ETF segment.
Total Net Assets (AUM): 12530000000
Competitors
Key Competitors
- Invesco S&P 500 Low Volatility ETF (SPLV)
- iShares MSCI USA Min Vol Factor ETF (USMV)
- AGF US Market Neutral Anti-Beta ETF (BTAL)
Competitive Landscape
The low volatility ETF market is competitive, with SPLV being a major player. SPLV benefits from SSGA's brand recognition and low expense ratio, but USMV has a broader diversification approach. SPLV's concentration in specific sectors can lead to both opportunities and disadvantages compared to its competitors.
Financial Performance
Historical Performance: Historical performance data is unavailable in this format.
Benchmark Comparison: Benchmark comparison data is unavailable in this format.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
SPLV exhibits strong liquidity, characterized by an average trading volume that facilitates ease of entry and exit for investors.
Bid-Ask Spread
SPLV's bid-ask spread is typically tight, reflecting its high liquidity and reducing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and overall market volatility can significantly affect SPLV's performance. Lower volatility environments may lead to underperformance compared to broader market indexes.
Growth Trajectory
SPLV's growth trajectory depends on investor demand for low volatility strategies. The ETF maintains a consistent approach to rebalancing its holdings based on volatility metrics.
Moat and Competitive Advantages
Competitive Edge
SPLV benefits from its established brand name and association with SSGA. Its focus on large-cap, low-volatility stocks provides a niche market focus. The ETF is known for its relatively low expense ratio. These factors, combined, provide a competitive edge when attracting risk-averse investors. The liquidity that SPLV provides is a significant advantage.
Risk Analysis
Volatility
SPLV is designed to have lower volatility than the broader market, but it is still subject to market fluctuations.
Market Risk
The specific risks include sector concentration risk and the potential for underperformance during periods of strong market rallies where high-volatility stocks outperform.
Investor Profile
Ideal Investor Profile
SPLV is ideal for risk-averse investors seeking stable returns with lower volatility than the overall market.
Market Risk
SPLV is best suited for long-term investors and passive index followers looking to reduce portfolio volatility.
Summary
The SPDRu00ae SSGA US Large Cap Low Volatility Index ETF (SPLV) offers exposure to a portfolio of U.S. large-cap stocks with low volatility characteristics. Managed by SSGA, a reputable ETF provider, SPLV tracks the SSGA US Large Cap Low Volatility Index. It offers a relatively low expense ratio and decent liquidity, making it suitable for risk-averse investors. While designed to reduce market risk, it remains subject to fluctuations and may underperform during periods of strong market rallies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Official Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. 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 SPDR® SSGA US Large Cap Low Volatility Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time.
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.