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Upturn AI SWOT - About
SPDR® Portfolio S&P 1500 Composite Stock Market ETF (SPTM)
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Upturn Advisory Summary
09/15/2025: SPTM (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 39.03% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 58.41 - 74.75 | Updated Date 06/29/2025 |
52 Weeks Range 58.41 - 74.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® Portfolio S&P 1500 Composite Stock Market ETF
ETF Overview
Overview
The SPDRu00ae Portfolio S&P 1500 Composite Stock Market ETF (SPTM) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Composite 1500 Index. It aims for broad market exposure across large, mid, and small-cap U.S. equities.
Reputation and Reliability
State Street is a well-established and reputable issuer of ETFs, known for its SPDR series, which includes some of the largest and most liquid ETFs.
Management Expertise
State Street has a long history of managing index-tracking ETFs, demonstrating considerable expertise in this area.
Investment Objective
Goal
To replicate the total return performance of the S&P Composite 1500 Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the S&P Composite 1500 Index.
Composition The ETF primarily holds stocks that constitute the S&P Composite 1500 Index, encompassing large-cap, mid-cap, and small-cap U.S. equities.
Market Position
Market Share: SPTM holds a significant market share amongst broad market ETFs.
Total Net Assets (AUM): 4930000000
Competitors
Key Competitors
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
- Vanguard Total Stock Market ETF (VTI)
- Schwab Total Stock Market ETF (SCHB)
Competitive Landscape
The ETF industry for broad market exposure is highly competitive. SPTM's advantage lies in its low expense ratio and broad market coverage. However, ITOT and VTI have larger AUM and slightly higher trading volumes, offering potentially tighter bid-ask spreads.
Financial Performance
Historical Performance: Historical performance data unavailable in this response. Please consult financial data providers such as Yahoo Finance, Google Finance, or Bloomberg.
Benchmark Comparison: The ETF's performance is expected to closely track the S&P Composite 1500 Index. Deviations would primarily arise from tracking error and expense ratio.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SPTM exhibits good liquidity with a generally healthy average trading volume, allowing for easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for SPTM is generally tight, reflecting its liquidity and making it cost-effective to trade.
Market Dynamics
Market Environment Factors
SPTM's performance is tied to the overall health and direction of the U.S. stock market, influenced by economic growth, interest rates, inflation, and geopolitical events.
Growth Trajectory
SPTM's growth trajectory mirrors the growth of the S&P Composite 1500 Index, reflecting the performance of the U.S. equity market as a whole.
Moat and Competitive Advantages
Competitive Edge
SPTM's competitive edge lies primarily in its extremely low expense ratio, making it an attractive option for cost-conscious investors seeking broad market exposure. Its affiliation with State Street, a well-established ETF provider, also contributes to its credibility. The ETF offers comprehensive coverage of the U.S. equity market, encompassing large, mid, and small-cap stocks. This broad diversification helps to mitigate risk. The expense ratio is highly competitive.
Risk Analysis
Volatility
SPTM's volatility is comparable to that of the broader U.S. stock market, as it tracks the S&P Composite 1500 Index.
Market Risk
SPTM is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment. There is also concentration risk since it is specific to the US Market.
Investor Profile
Ideal Investor Profile
The ideal investor for SPTM is one seeking broad exposure to the U.S. stock market at a low cost, suitable for long-term investment horizons.
Market Risk
SPTM is best suited for long-term investors and passive index followers seeking broad market exposure.
Summary
The SPDRu00ae Portfolio S&P 1500 Composite Stock Market ETF (SPTM) offers broad exposure to the U.S. equity market, tracking the S&P Composite 1500 Index. It has a low expense ratio and is managed by a reputable issuer. Its performance is closely tied to the overall market, and therefore it's susceptible to market risks. SPTM is a suitable choice for long-term investors looking for cost-effective and diversified exposure to the U.S. stock market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors Website
- Yahoo Finance
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is approximate and may vary. 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® Portfolio S&P 1500 Composite Stock Market 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-, mid-, and small-capitalization segments of the U.S. equity market. The index consists of those stocks included in the S&P 500 Index, the S&P MidCap 400 Index, and the S&P SmallCap 600 Index.
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.