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- Upturn Summary
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Upturn AI Summary
SPDR® Russell 1000® Yield Focus ETF(ONEY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ONEY
10/09/2026: ONEY (3-star) is currently NOT-A-BUY. Pass it for now.
ONEY is an actively screened ETF that provides exposure to U.S. large-cap stocks specifically selected for their yield and quality attributes. Its primary strength lies in its multi-factor methodology, which seeks to provide sustainable income while filtering out low-quality firms, backed by the institutional quality of State Street. It serves as an excellent portfolio component for investors looking for income-oriented growth and stability rather than pure index tracking. Investors should be aware of risks related to market concentration in large-cap sectors and potential underperformance during growth-led market regimes. It is best suited for long-term income investors who value factor-based discipline over the simplicity of broad-market dividend indices.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's focus on yield and value may underperform during growth-led market rallies. |
| Momentum investor | Weak fit | The factor-tilting strategy is not specifically designed to capture momentum-based market trends. |
| Value investor | Strong fit | The fund's core methodology aligns well with value-conscious investors looking for high-quality, dividend-paying stocks. |
| Dividend/Income investor | Strong fit | The ETF is specifically structured to identify and provide exposure to sustainable income from high-quality companies. |
| Low-risk investor | Medium | While more stable than pure growth funds, it remains an equity-based product subject to market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, income-focused individual or institutional investor seeking stable returns with a tilt toward quality large-cap companies.
Suitability
ONEY is best suited for long-term investors seeking income; it is less appropriate for active traders due to its index-replicating nature.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to the inherent price swings of the broader stock market. |
| Market risk | Medium | Broad economic downturns will negatively impact the performance of the underlying large-cap holdings. |
| Concentration | Low | The fund holds a diverse range of large-cap stocks, limiting the impact of any single company's poor performance. |
| Tracking/expense | Low | The fund is efficiently managed with a low expense ratio and minimal tracking error. |
| Liquidity | Low | The underlying assets are highly liquid large-cap stocks, facilitating easy trading. |
| Business/sector quality | Medium | The focus on quality factors helps mitigate the risk of owning companies with deteriorating financial health. |
Risk Analysis
Volatility
ONEY exhibits moderate volatility, generally lower than the broad market due to its focus on established, dividend-paying quality firms.
Market Risk
The primary risk is systematic market decline; however, the quality tilt provides a buffer against extreme downturns compared to non-filtered market beta.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities (Russell 1000 universe) | 99.5 | This provides broad diversification across the largest and most stable companies in the United States. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | This represents small residual liquidity held for administrative and trading purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 27.03% | Avg. Invested days 67 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/09/2026 |
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