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Upturn AI SWOT - About
Spinnaker ETF Series (OGSP)
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Upturn Advisory Summary
10/24/2025: OGSP (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 5.22% | Avg. Invested days 116 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 is a suite of exchange-traded funds that may focus on various investment strategies and sectors. Specific focus, asset allocation, and investment strategy would depend on the individual ETF within the series.
Reputation and Reliability
The issuer's reputation and reliability vary depending on the firm managing the specific ETF within the Spinnaker series. Research on the specific issuer is necessary.
Management Expertise
Management expertise depends on the specific investment firm managing the ETF. Evaluate their experience in managing similar investment products.
Investment Objective
Goal
Varies depending on the individual ETF within the series. Common goals include capital appreciation, income generation, or tracking a specific index or sector.
Investment Approach and Strategy
Strategy: Depends on the specific ETF. Could be passive (tracking an index) or active (managed based on a specific strategy).
Composition Varies depending on the individual ETF. Can include stocks, bonds, commodities, or a mix of asset classes.
Market Position
Market Share: Data on market share is dependent on the specific fund in the series and its targeted sector.
Total Net Assets (AUM): AUM varies depending on the specific ETF within the Spinnaker ETF Series. Specific fund data is needed.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape varies depending on the specific sector and investment strategy of each ETF within the Spinnaker ETF Series. A detailed analysis of each fund is required to assess its competitive position, including advantages and disadvantages compared to competitors.
Financial Performance
Historical Performance: Historical performance data is specific to each ETF within the Spinnaker ETF Series. Review fund-specific information for data across various time periods.
Benchmark Comparison: Benchmark comparison is specific to each ETF and depends on its investment objective. Review the fund's prospectus for its stated benchmark.
Expense Ratio: The expense ratio varies depending on the specific ETF within the Spinnaker ETF Series. Look up the specific fund's fact sheet for expense ratio information.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF; higher volume generally indicates better liquidity.
Bid-Ask Spread
Bid-ask spread varies based on the ETF's trading volume and market demand; a narrower spread indicates lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions influencing the ETF depend on the specific fund and its investment focus.
Growth Trajectory
Growth trends vary based on the specific Spinnaker ETF Series, and can only be provided with fund-specific data.
Moat and Competitive Advantages
Competitive Edge
Competitive advantages depend on the specific ETF within the Spinnaker Series. It could include a unique investment strategy, superior management, or a niche market focus. Detailed analysis of each fund's specific offering is needed to determine its competitive edge. This fund may be more appealing based on specific investment goals.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying assets. Review historical data to assess its volatility.
Market Risk
Market risks associated with Spinnaker ETF Series depend on the underlying assets held by the specific fund. These risks could include sector-specific risks, interest rate risk, or credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF. Some may be suitable for long-term investors, while others may be more appropriate for active traders.
Market Risk
Suitability depends on the specific ETF. Some may be best for long-term investors, while others may be suited for active traders or passive index followers.
Summary
The Spinnaker ETF Series is a collection of ETFs. Each ETF within the series has a unique investment objective, strategy, and risk profile. Investors must conduct thorough research to identify funds that align with their investment goals and risk tolerance. The overall suitability of an investment in the Spinnaker ETF Series varies widely depending on the specific fund selected.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. 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 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."
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.