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Spinnaker ETF Series (OGSP)



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Upturn Advisory Summary
08/14/2025: OGSP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 3.83% | Avg. Invested days 91 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.46 - 10.06 | Updated Date 06/30/2025 |
52 Weeks Range 9.46 - 10.06 | Updated Date 06/30/2025 |
Upturn AI SWOT
Spinnaker ETF Series
ETF Overview
Overview
The Spinnaker ETF Series represents a suite of actively managed ETFs designed to provide investors with targeted exposure to various market segments. Their primary focus is on tactical asset allocation and dynamic portfolio management to potentially outperform traditional market benchmarks. Investment strategies vary across the ETFs within the series, incorporating both fundamental and technical analysis.
Reputation and Reliability
Information about the issuer's reputation and track record is generally positive, reflecting their commitment to innovation and investor education.
Management Expertise
The management team possesses extensive experience in portfolio management, trading, and risk management, with a demonstrated ability to adapt to changing market conditions.
Investment Objective
Goal
The primary investment goal of the Spinnaker ETF Series is to achieve long-term capital appreciation by actively managing a diversified portfolio of securities.
Investment Approach and Strategy
Strategy: The Spinnaker ETF Series employs active management strategies to identify and capitalize on market inefficiencies and opportunities, rather than passively tracking a specific index.
Composition The assets held within the Spinnaker ETF Series typically include a diversified mix of stocks, bonds, and other investment vehicles, depending on the specific ETF's mandate and market conditions.
Market Position
Market Share: Spinnaker ETF Series holds a niche market share, reflecting its focus on active management and specialized investment strategies.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- ARKK
- IWM
- SPY
- QQQ
Competitive Landscape
The ETF industry is highly competitive, with numerous players vying for market share. Spinnaker ETF Series differentiates itself through its active management approach and specialized investment strategies. However, this also presents challenges, as active management can be more expensive and may not always outperform passive benchmarks. Competitors such as SPY, QQQ, IWM and ARKK that have bigger market presence can offer lower fees, or broader, more diversified exposure to investors.
Financial Performance
Historical Performance: Historical performance data should be assessed on an ETF-by-ETF basis within the Spinnaker series, as each has a distinct strategy.
Benchmark Comparison: The ETF's performance relative to its benchmark should be assessed on an ETF-by-ETF basis within the Spinnaker series, as each has a distinct strategy.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume varies across ETFs in the Spinnaker ETF Series depending on their popularity and market interest.
Bid-Ask Spread
The bid-ask spread typically reflects the ETF's liquidity and trading volume, which should be monitored to minimize transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and prevailing market conditions significantly influence the performance of the Spinnaker ETF Series.
Growth Trajectory
Growth trends within the Spinnaker ETF Series depend on their ability to attract assets and deliver competitive investment results, which may lead to adjustments in strategy and holdings over time.
Moat and Competitive Advantages
Competitive Edge
Spinnaker ETF Series offers a competitive edge through its active management approach, which allows it to adapt to changing market conditions and capitalize on investment opportunities that passive ETFs may miss. Its specialized investment strategies and niche market focus provide targeted exposure for investors seeking specific outcomes. The management team's expertise and track record also contribute to the series' competitive advantage. They seek alpha generation through security selection, sector rotation, and risk management techniques to deliver superior performance compared to passive benchmarks, although not always the case.
Risk Analysis
Volatility
Volatility levels within the Spinnaker ETF Series will vary depending on the specific ETF's investment strategy and underlying assets.
Market Risk
Market risk is inherent in the Spinnaker ETF Series due to its exposure to fluctuations in the stock and bond markets.
Investor Profile
Ideal Investor Profile
The ideal investor for the Spinnaker ETF Series is one who seeks active management and targeted exposure to specific market segments or investment strategies.
Market Risk
The Spinnaker ETF Series may be suitable for both long-term investors and active traders, depending on the specific ETF's mandate and risk profile.
Summary
The Spinnaker ETF Series represents a suite of actively managed ETFs designed to provide investors with targeted exposure to various market segments. Their primary focus is on tactical asset allocation and dynamic portfolio management with the investment strategies vary across the ETFs within the series, incorporating both fundamental and technical analysis. The ETF series offers a competitive edge through its active management approach, allowing it to adapt to changing market conditions and capitalize on investment opportunities that passive ETFs may miss. However, higher expense ratios and dependence on management's stock picking skills are potential downsides. Investors should carefully consider their investment objectives and risk tolerance before investing in the Spinnaker ETF Series.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Consult with a qualified 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 Spinnaker ETF Series
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is an actively managed exchange-traded fund ("ETF"), the fund manager will not seek to replicate the performance of an index. The fund manager intends to achieve the fund's investment objective by investing primarily in high grade (investment grade) securitized asset instruments, which are also referred to as "structured products."

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