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Upturn AI SWOT - About
SPDR® S&P MIDCAP 400 ETF Trust (MDY)
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Upturn Advisory Summary
09/03/2025: MDY (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 13.57% | Avg. Invested days 57 | 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 09/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 457.32 - 618.31 | Updated Date 06/29/2025 |
52 Weeks Range 457.32 - 618.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P MIDCAP 400 ETF Trust
ETF Overview
Overview
The SPDRu00ae S&P MIDCAP 400 ETF Trust (MDY) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P MidCap 400 Index. It focuses on mid-sized U.S. companies, offering a diversified portfolio across various sectors and employing a full replication strategy.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the industry.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs, leveraging its research and portfolio management capabilities.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P MidCap 400 Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P MidCap 400 Index, employing a full replication strategy.
Composition The ETF holds stocks of mid-sized U.S. companies that are included in the S&P MidCap 400 Index.
Market Position
Market Share: MDY holds a significant market share in the mid-cap ETF segment.
Total Net Assets (AUM): 22530000000
Competitors
Key Competitors
- IVOO
- IJH
- IWR
Competitive Landscape
The mid-cap ETF market is competitive, with several providers offering similar index-tracking products. MDY benefits from SSGA's brand recognition and established track record. Competitors may offer lower expense ratios or slightly different index methodologies. MDY has a large AUM.
Financial Performance
Historical Performance: Historical performance depends on prevailing market conditions and S&P MidCap 400 index performance. Please refer to official fund fact sheet for returns over multiple time periods
Benchmark Comparison: The ETF's performance is expected to closely mirror the S&P MidCap 400 Index. Deviations from the Index return will primarily be due to fees and expenses.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
MDY typically exhibits high average trading volume, making it relatively easy to buy and sell shares.
Bid-Ask Spread
MDY generally has a tight bid-ask spread, reflecting its high liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and overall market sentiment influence the performance of mid-cap stocks and, consequently, MDY. Sector-specific trends within the mid-cap market also play a role.
Growth Trajectory
MDY's growth is tied to the performance of mid-sized U.S. companies and the overall health of the U.S. economy. No changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
MDY benefits from its affiliation with State Street Global Advisors, a well-known and trusted ETF provider. Its large asset base and high trading volume contribute to its liquidity and efficiency. The ETF's full replication strategy ensures close tracking of the S&P MidCap 400 Index. These factors contribute to investor confidence. The ETF provides efficient exposure to the mid-cap segment.
Risk Analysis
Volatility
MDY's volatility is expected to be similar to that of the S&P MidCap 400 Index. Mid-cap stocks are generally more volatile than large-cap stocks but less volatile than small-cap stocks.
Market Risk
MDY is subject to market risk, meaning that its value can fluctuate due to overall market conditions and economic factors. Changes in interest rates or investor sentiment may also negatively impact the performance of the ETF.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the U.S. mid-cap market are ideal investors. This ETF is also good for investors looking to diversify their portfolios.
Market Risk
MDY is suitable for long-term investors seeking growth and diversification, as well as for those implementing strategic asset allocation strategies.
Summary
The SPDRu00ae S&P MIDCAP 400 ETF Trust (MDY) offers investors efficient exposure to the U.S. mid-cap equity market by tracking the S&P MidCap 400 Index. Its full replication strategy and high liquidity make it an appealing option for investors. As a passively managed index fund, MDY offers diversified exposure to a basket of stocks that are mid-capitalized and is appropriate for investors with intermediate to long-term investment goals. Its low expense ratio and efficient trading make it a cost-effective choice for many investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- S&P Dow Jones Indices
- Various financial data providers
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. Market conditions can change rapidly, and investments may lose value.
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® S&P MIDCAP 400 ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index (the "Portfolio"), with the weight of each stock in the Portfolio substantially corresponding to the weight of such stock in the index.
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.