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Upturn AI SWOT - About
Spinnaker ETF Series (OOSP)
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Upturn Advisory Summary
10/24/2025: OOSP (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 8.06% | Avg. Invested days 153 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.14 - 10.84 | Updated Date 06/30/2025 |
52 Weeks Range 9.14 - 10.84 | Updated Date 06/30/2025 |
Upturn AI SWOT
Spinnaker ETF Series
ETF Overview
Overview
The Spinnaker ETF Series offers a range of actively managed ETFs designed to provide exposure to specific market segments and investment strategies. These ETFs typically focus on generating alpha through tactical asset allocation and security selection.
Reputation and Reliability
Information on the issuer's reputation and reliability is not available.
Management Expertise
Information about the specific management team's expertise is not available.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Spinnaker ETF Series, but generally aims for capital appreciation and outperformance relative to a benchmark.
Investment Approach and Strategy
Strategy: The ETF series employs active management strategies, potentially targeting specific sectors or investment themes rather than passively tracking an index.
Composition Asset composition depends on the specific ETF within the series and may include stocks, bonds, and other asset classes.
Market Position
Market Share: Market share data for the Spinnaker ETF Series is not readily available.
Total Net Assets (AUM): AUM for the Spinnaker ETF Series is not readily available.
Competitors
Key Competitors
- SPY
- IVV
- VTI
- QQQ
- IWM
Competitive Landscape
The ETF industry is highly competitive, dominated by large issuers like BlackRock, Vanguard, and State Street. Spinnaker ETFs face the challenge of differentiating themselves to attract investor capital. Advantages could stem from unique active management strategies or niche market focus. Disadvantages may include higher expense ratios compared to passive index ETFs and difficulty in consistently outperforming the market.
Financial Performance
Historical Performance: Historical financial performance data is not available.
Benchmark Comparison: Benchmark comparison data is not available.
Expense Ratio: Expense ratio data is not available.
Liquidity
Average Trading Volume
Average trading volume data for Spinnaker ETF Series is unavailable.
Bid-Ask Spread
Bid-ask spread data for Spinnaker ETF Series is unavailable.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of ETFs in the Spinnaker ETF Series.
Growth Trajectory
Growth trends and patterns are unavailable, including changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Information on Spinnaker ETF Series's specific competitive advantages is limited. A key factor could be the expertise and track record of the portfolio managers responsible for each ETF. Unique active strategies focusing on specific sectors or investment themes might provide differentiation. Niche market focus could also offer advantages, allowing the ETFs to capture specific market opportunities and potentially deliver superior returns compared to broader market indices. However, this also leads to higher risk because lack of diversification is in turn exposed to a very specific sector.
Risk Analysis
Volatility
Volatility data is not available.
Market Risk
The market risk associated with the ETFs in the Spinnaker ETF Series depends on the underlying assets. Equity-focused ETFs are subject to market fluctuations, while fixed-income ETFs are sensitive to interest rate changes. Actively managed ETFs also carry the risk of underperformance compared to their benchmark.
Investor Profile
Ideal Investor Profile
The ideal investor profile for the Spinnaker ETF Series would depend on the specific ETF within the series and its investment objectives. Generally, investors comfortable with actively managed strategies and potentially higher expense ratios could be suitable.
Market Risk
Suitability depends on the specific ETF. They might be suitable for investors seeking active management or specific sector exposure, rather than passive index tracking.
Summary
The Spinnaker ETF Series offers actively managed ETFs designed to provide exposure to specific market segments and investment strategies. Due to limited availability of data, the ETFu2019s market position, historical performance, and detailed risk factors are difficult to assess. Investors considering this series should carefully evaluate each ETF's specific investment objectives, strategy, and risk profile. Actively managed strategies and niche market focuses may present opportunities for outperformance but also entail higher risks and fees. Given these risks, careful due diligence is necessary to determine the suitability for an investment portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website (if available)
Disclaimers:
The data provided is based on publicly available information and may not be entirely accurate or complete. This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence 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 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.