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SPDR Russell Small Cap Completeness(SPMD)
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 SPMD
09/18/2026: SPMD (4-star) is currently NOT-A-BUY. Pass it for now.
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.
Analysis of Past Performance
Type ETF | Historic Profit 23.07% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 19, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $18.64B |
| Issuer | State Street Investment Management |
| Expense Ratio | 0.03% |
| Distribution Yield | 1.23% |
| Inception | Nov 8, 2005 |
Performance
| Period | Total Return |
|---|---|
| YTD | +11.46% |
| 1 Year | +11.79% |
| 3 Year | +14.14% |
| 5 Year | +8.02% |
| 10 Year | +10.87% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.92% |
| 3Y Volatility | 15.71% |
| 3Y Sharpe Ratio | 0.63 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 67.57% |
| Mid Cap | 28.20% |
| Micro Cap | 2.82% |
| Large Cap | 1.22% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 21.97% |
| Technology | 17.37% |
| Financial Services | 14.07% |
| Healthcare | 11.02% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 16.85x |
| Portfolio P/B | 2.52x |
| Portfolio P/S | 1.48x |
| Holdings Turnover | 17.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Twilio | 1.01% |
| Illumina | 0.90% |
| Okta | 0.89% |
| Everpure | 0.85% |
| TechnipFMC | 0.83% |
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