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Upturn AI SWOT - About
SPDR® S&P MIDCAP 400 ETF Trust (MDY)
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Upturn Advisory Summary
06/27/2025: 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.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $0
Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type ETF | Historic Profit 8.77% | Avg. Invested days 49 | 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 06/27/2025 |
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 U.S. mid-cap stocks, offering diversified exposure to this market segment.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and well-established ETF issuer with a long track record of managing index-tracking funds.
Management Expertise
SSGA has extensive experience in managing index-based ETFs and employs a team of experienced investment professionals.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P MidCap 400 Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, investing in all or substantially all of the securities in the S&P MidCap 400 Index in proportion to their weighting in the index.
Composition Primarily invests in stocks of mid-sized U.S. companies, reflecting the composition of the S&P MidCap 400 Index.
Market Position
Market Share: MDY holds a significant share in the mid-cap ETF market, reflecting its long-standing presence and substantial AUM.
Total Net Assets (AUM): 73200000000
Competitors
Key Competitors
- IVOO
- IJH
- VO
Competitive Landscape
The mid-cap ETF market is competitive, with multiple ETFs tracking similar indices. MDY benefits from its brand recognition and first-mover advantage but faces competition from lower-cost alternatives. Its competitors may offer lower expense ratios but less liquidity.
Financial Performance
Historical Performance: Historical performance data available from SSGA and financial websites.
Benchmark Comparison: MDY's performance closely tracks the S&P MidCap 400 Index, with minor deviations due to fees and tracking error.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
MDY exhibits high liquidity with a robust average daily trading volume.
Bid-Ask Spread
MDY's bid-ask spread is typically tight, reflecting its high trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards mid-cap stocks influence MDY's performance.
Growth Trajectory
MDY's growth is tied to the performance of the underlying S&P MidCap 400 Index and investor demand for mid-cap exposure. Changes in the index composition and sector allocations can affect its trajectory.
Moat and Competitive Advantages
Competitive Edge
MDY benefits from its established brand recognition, high liquidity, and accurate tracking of the S&P MidCap 400 Index. Its long-standing presence in the market gives it an advantage in attracting investors seeking mid-cap exposure. However, other ETFs may offer lower expense ratios. The fundu2019s significant AUM contributes to its efficiency and liquidity.
Risk Analysis
Volatility
MDY's volatility is comparable to that of the S&P MidCap 400 Index, reflecting the inherent risk of investing in mid-cap stocks.
Market Risk
MDY is subject to market risk, including the potential for declines in the value of its underlying holdings due to economic downturns, sector-specific challenges, or geopolitical events.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to mid-cap U.S. equities as part of a broader portfolio are an ideal investor profile.
Market Risk
MDY is suitable for long-term investors seeking passive exposure to the S&P MidCap 400 Index, including passive index followers.
Summary
The SPDRu00ae S&P MIDCAP 400 ETF Trust (MDY) offers investors diversified exposure to U.S. mid-cap stocks by tracking the S&P MidCap 400 Index. MDY benefits from high liquidity and the backing of a reputable issuer, SSGA. While MDY's expense ratio is slightly higher than some competitors, its tradability and close tracking make it a popular choice. Investors should consider its market risk and suitability for long-term investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Website
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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.