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Upturn AI SWOT - About
SPDR Russell Small Cap Completeness (SPMD)
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Upturn Advisory Summary
07/10/2025: SPMD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.99% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 43.82 - 59.27 | Updated Date 06/29/2025 |
52 Weeks Range 43.82 - 59.27 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Russell Small Cap Completeness
ETF Overview
Overview
The SPDR Russell Small Cap Completeness ETF (SCPB) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 2000 Completion Index. It focuses on small-cap stocks excluded from the Russell 1000 Index, aiming for broad small-cap exposure.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and established asset manager with a long track record of managing ETFs.
Management Expertise
SSGA has extensive experience and expertise in managing index-tracking ETFs across various asset classes.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 2000 Completion Index.
Investment Approach and Strategy
Strategy: Tracks the Russell 2000 Completion Index, which includes all companies in the Russell 3000 Index except for the companies in the Russell 1000 Index.
Composition Primarily holds stocks of small-cap companies excluded from the Russell 1000 Index.
Market Position
Market Share: SCPB holds a small market share within the broader small-cap ETF market, as it focuses on a subset of the Russell 2000 Index.
Total Net Assets (AUM): 44840000
Competitors
Key Competitors
- IWM
- VTI
- SCHA
- VB
Competitive Landscape
The small-cap ETF market is highly competitive. SCPB's focus on the Russell 2000 Completion Index offers a more targeted approach compared to broader small-cap ETFs, but it may have lower liquidity and AUM compared to larger competitors like IWM and VTI. It might offer a slightly different risk/return profile.
Financial Performance
Historical Performance: Historical performance can be found on the fund's website.
Benchmark Comparison: The ETF's performance should closely track the Russell 2000 Completion Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The average trading volume of SCPB indicates reasonable liquidity, but it is lower than more popular small-cap ETFs.
Bid-Ask Spread
The bid-ask spread for SCPB is typically reasonable, reflecting its smaller size and lower trading volume compared to other funds.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks can significantly impact SCPB's performance.
Growth Trajectory
The growth trajectory of SCPB depends on investor demand for targeted small-cap exposure and the performance of the Russell 2000 Completion Index. The fund's strategy and holdings have remained largely consistent.
Moat and Competitive Advantages
Competitive Edge
SCPB provides a specific investment strategy focused on capturing the performance of small-cap companies outside the Russell 1000 Index. This targeted approach allows investors to fine-tune their small-cap exposure and potentially capture unique growth opportunities. While other ETFs cover the broader Russell 2000, SCPB offers a more granular and complete small-cap allocation. The fund's low expense ratio can be an advantage. Its specific mandate might appeal to investors seeking precise small-cap index tracking.
Risk Analysis
Volatility
SCPB's volatility is expected to be similar to that of other small-cap ETFs, potentially higher than broader market ETFs.
Market Risk
SCPB is exposed to the market risk associated with small-cap companies, including factors like economic downturns, sector-specific risks, and company-specific risks.
Investor Profile
Ideal Investor Profile
Investors seeking to complete their small-cap exposure beyond the broader Russell 2000 index, and those who want a more precise allocation to smaller companies.
Market Risk
SCPB is suitable for long-term investors who understand the risks associated with small-cap stocks and are looking for targeted small-cap exposure within a diversified portfolio.
Summary
SPDR Russell Small Cap Completeness ETF (SCPB) offers a targeted investment approach by tracking the Russell 2000 Completion Index, focusing on small-cap companies excluded from the Russell 1000. While its AUM and liquidity are lower than broader small-cap ETFs, its low expense ratio and specific mandate provide a unique avenue for investors seeking granular small-cap exposure. Its performance is closely linked to the index it tracks and is subject to the volatility inherent in small-cap stocks. This ETF would be most suitable for investors wanting a complete coverage of the small cap landscape, who understand the risk/rewards and have a longer investment horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified 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 SPDR Russell Small Cap Completeness
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 mid-capitalization segment of the U.S. equity market.
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.