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Upturn AI SWOT - About
SPDR Portfolio MSCI Global Stock Market (SPGM)
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Upturn Advisory Summary
08/14/2025: SPGM (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 28.17% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 53.74 - 68.93 | Updated Date 06/30/2025 |
52 Weeks Range 53.74 - 68.93 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR Portfolio MSCI Global Stock Market
ETF Overview
Overview
The SPDR Portfolio MSCI Global Stock Market ETF (SPGM) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI Global Investable Market Index (IMI). It offers broad global equity exposure.
Reputation and Reliability
State Street Global Advisors (SSGA) is one of the largest asset managers globally and has a strong reputation for providing reliable and well-managed ETFs.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and employs a team of professionals with expertise in portfolio management and index replication.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI Global Investable Market Index (IMI).
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, meaning it invests in all or substantially all of the securities included in the MSCI Global IMI in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of companies located across developed and emerging markets globally.
Market Position
Market Share: SPGM's market share within the global equity ETF market is notable but influenced by competition from larger and more established funds.
Total Net Assets (AUM): 3510000000
Competitors
Key Competitors
- VT
- ACWI
- VEU
Competitive Landscape
The global equity ETF market is highly competitive, with several large players. SPGM benefits from SSGA's brand and low expense ratio but faces competition from ETFs with larger AUM and more established track records. VT and ACWI offer comprehensive global exposure at slightly higher expense ratios. SPGM's competitive advantage lies in its lower cost and broad global coverage, making it attractive to cost-conscious investors.
Financial Performance
Historical Performance: SPGM's performance closely tracks the MSCI Global IMI, reflecting broad global market returns. Historical data should be consulted for specific returns over various periods.
Benchmark Comparison: The ETF's performance is designed to closely mirror the MSCI Global IMI. Differences may arise due to tracking error and fund expenses.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
SPGM's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for SPGM is generally tight, reflecting its good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Global economic growth, interest rate policies, geopolitical events, and currency fluctuations can all influence SPGM's performance, reflecting the diverse markets it covers.
Growth Trajectory
SPGM's growth is tied to the overall performance of global equity markets. Its strategy remains consistent, focusing on mirroring the MSCI Global IMI.
Moat and Competitive Advantages
Competitive Edge
SPGM's competitive edge lies primarily in its low expense ratio compared to many other global equity ETFs. This makes it attractive to cost-conscious investors seeking broad global market exposure. The backing of SSGA further enhances its credibility and appeal. It provides a simple and efficient way to diversify investments across numerous countries and sectors.
Risk Analysis
Volatility
SPGM's volatility is reflective of the global equity market, which can experience fluctuations due to various economic and political factors.
Market Risk
The ETF is subject to market risk, including the potential for losses due to declines in global equity markets. Emerging markets within the portfolio can add additional risk.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking diversified global equity exposure at a low cost.
Market Risk
SPGM is suitable for long-term investors and passive index followers seeking broad exposure to global equity markets.
Summary
SPDR Portfolio MSCI Global Stock Market ETF (SPGM) offers broad global equity exposure at a low expense ratio. It tracks the MSCI Global Investable Market Index (IMI) and is managed by State Street Global Advisors. SPGM is ideal for long-term investors seeking a cost-effective way to diversify their portfolios across global markets. While it faces competition from larger ETFs, its low expense ratio makes it an attractive option for cost-conscious investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 Portfolio MSCI Global Stock Market
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index is a free float-adjusted market capitalization-weighted index that is designed to measure the combined equity market performance of developed and emerging markets.
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