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Upturn AI SWOT - About
SPDR® Portfolio S&P 600 Small Cap ETF (SPSM)
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Upturn Advisory Summary
08/29/2025: SPSM (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 16.35% | Avg. Invested days 72 | 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 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 34.64 - 49.32 | Updated Date 06/29/2025 |
52 Weeks Range 34.64 - 49.32 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® Portfolio S&P 600 Small Cap ETF
ETF Overview
Overview
The SPDRu00ae Portfolio S&P 600 Small Cap ETF (SPSM) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P SmallCap 600 Index. The ETF focuses on investing in a diversified portfolio of small-capitalization U.S. equities and employs a replication strategy to mirror the index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record of managing index-tracking funds.
Management Expertise
SSGA has extensive experience in managing index-based ETFs and employs a team of experienced investment professionals.
Investment Objective
Goal
The investment goal of SPSM is to replicate the total return performance of the S&P SmallCap 600 Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the stocks in the S&P SmallCap 600 Index in proportion to their index weights.
Composition The ETF holds a diversified portfolio of common stocks of companies included in the S&P SmallCap 600 Index.
Market Position
Market Share: SPSM holds a significant portion of the market share among small-cap ETFs, though other competitors are also prevalent.
Total Net Assets (AUM): 2630000000
Competitors
Key Competitors
- IJR
- VIOO
- SMLV
Competitive Landscape
The small-cap ETF market is competitive, with several large players. SPSM benefits from SSGA's established brand, but faces competition from lower-cost options and ETFs tracking different factors. While SPSM offers broad exposure, some competitors target specific investment styles like value or growth.
Financial Performance
Historical Performance: Historical performance varies with market conditions. 1-year: 18.2%; 3-year: 6.1%; 5-year: 8.4%; 10-year: 9.8%.
Benchmark Comparison: The ETF's performance is closely correlated with its benchmark S&P SmallCap 600 Index, with minor deviations due to fees and tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SPSM generally exhibits good liquidity, with an average daily trading volume that facilitates efficient trading for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high trading volume and efficient market making.
Market Dynamics
Market Environment Factors
SPSM's performance is influenced by economic growth, interest rates, and investor sentiment towards small-cap stocks.
Growth Trajectory
SPSM's growth trajectory is tied to the overall growth of the small-cap market segment, with periodic adjustments in holdings to maintain index alignment.
Moat and Competitive Advantages
Competitive Edge
SPSM benefits from SSGA's established brand and low expense ratio, making it an attractive option for cost-conscious investors seeking broad exposure to the small-cap market. Its replication strategy closely tracks the S&P SmallCap 600 index which is a well-regarded index. Its large asset base ensures high liquidity. The ETF does not have any specific investment strategies, but it provides the benefit of diversified investments into small cap sector.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, resulting in higher volatility for SPSM.
Market Risk
SPSM is subject to market risk, meaning its value can fluctuate due to broader market movements and economic conditions. Small-cap stocks carry risks associated with lower trading volumes and higher risk of business failure.
Investor Profile
Ideal Investor Profile
The ideal investor for SPSM is one seeking broad exposure to U.S. small-cap stocks, diversified investments, and a generally long-term investment horizon.
Market Risk
SPSM is suitable for long-term investors, passive index followers, and those looking to diversify their portfolio with small-cap equities.
Summary
SPDRu00ae Portfolio S&P 600 Small Cap ETF (SPSM) is a low-cost ETF that aims to replicate the performance of the S&P SmallCap 600 Index. It provides investors with diversified exposure to the U.S. small-cap market. SPSM offers tight bid-ask spreads and is issued by a reliable ETF provider, SSGA. However, it is important to consider the higher volatility and market risk associated with small-cap stocks before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Website
- FactSet
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should consult with a qualified financial advisor before making any investment decisions. 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 600 Small Cap 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 measures the performance of the small-capitalization segment of the U.S. equity market.
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