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Upturn AI SWOT - About
SPDR® Portfolio S&P 500 ETF (SPLG)
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Upturn Advisory Summary
09/17/2025: SPLG (4-star) is a STRONG-BUY. BUY since 89 days. Simulated Profits (13.46%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 49.25% | Avg. Invested days 74 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 56.50 - 72.51 | Updated Date 06/29/2025 |
52 Weeks Range 56.50 - 72.51 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® Portfolio S&P 500 ETF
ETF Overview
Overview
The SPDRu00ae Portfolio S&P 500 ETF (SPLG) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Index. It primarily focuses on large-cap U.S. equities, mirroring the broad market. Its asset allocation is predominantly in stocks, and the investment strategy is passive index tracking.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable issuer with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing index-tracking funds and possesses the expertise to effectively replicate the S&P 500.
Investment Objective
Goal
The primary investment goal is to replicate the performance of the S&P 500 Index, providing investors with broad market exposure.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P 500 Index, using a replication strategy to hold all or a representative sample of the index's constituents.
Composition The ETF primarily holds stocks of the 500 largest publicly traded companies in the United States, weighted by market capitalization.
Market Position
Market Share: SPLG has a substantial market share in the S&P 500 index ETF segment.
Total Net Assets (AUM): 65000000000
Competitors
Key Competitors
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
- SPDR S&P 500 ETF Trust (SPY)
Competitive Landscape
The S&P 500 ETF market is highly competitive, with multiple ETFs offering similar exposure. SPLG's advantage lies in its low expense ratio, making it attractive to cost-conscious investors. A disadvantage is it is a newer fund, so does not have the track record of SPY.
Financial Performance
Historical Performance: Historical performance data is based on S&P 500 index returns and will vary based on the specific timeframe being examined.
Benchmark Comparison: The ETF's performance closely mirrors the S&P 500 Index, indicating effective tracking.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SPLG exhibits high liquidity due to its large AUM and popularity among investors.
Bid-Ask Spread
The bid-ask spread for SPLG is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, inflation, and geopolitical events can all affect the performance of the S&P 500 and, consequently, SPLG.
Growth Trajectory
SPLG's growth is tied to the overall performance of the U.S. stock market and the continued popularity of passive investing.
Moat and Competitive Advantages
Competitive Edge
SPLG's primary competitive advantage is its low expense ratio, making it an attractive option for investors seeking cost-effective S&P 500 exposure. It benefits from the reputation and scale of State Street Global Advisors. While it tracks the same index as its competitors, its lower cost provides an incremental advantage, especially for long-term investors. Its low fees help it retain capital and attract new investments.
Risk Analysis
Volatility
SPLG's volatility is directly correlated to the volatility of the S&P 500 Index, reflecting the inherent risk of investing in equities.
Market Risk
The ETF is subject to market risk, meaning its value can decline due to broad market downturns or economic recessions. Specific company risks within the S&P 500 can also impact the ETF's performance.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking broad market exposure to U.S. equities with a long-term investment horizon.
Market Risk
SPLG is best suited for long-term investors and passive index followers seeking to replicate the performance of the S&P 500 at a low cost.
Summary
SPDRu00ae Portfolio S&P 500 ETF (SPLG) provides broad exposure to the U.S. equity market by tracking the S&P 500 Index. Its low expense ratio makes it an attractive option for cost-conscious investors. SPLG is suitable for long-term investors seeking passive index tracking. Its performance closely mirrors the S&P 500, offering diversified exposure to the largest U.S. companies. However, investors should be aware of market risk associated with equity investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Morningstar
- Bloomberg
- etf.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions are subject to change, and past performance is not indicative of future results.
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 S&P 500 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the large-capitalization segment of the U.S. equity market.
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