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- Upturn Summary
- Fund Details
Upturn AI Summary
SPDR® Portfolio S&P 1500 Composite Stock Market ETF(SPTM)
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 SPTM
11/13/2026: SPTM (3-star) is currently NOT-A-BUY. Pass it for now.
SPTM provides low-cost, broad-market exposure to the U.S. equity market by tracking the S&P Composite 1500 Index, encompassing large, mid, and small-cap stocks. Its core strengths include an ultra-low expense ratio, SSGA's institutional management, and high liquidity, making it an excellent core building block for any portfolio. It is primarily used for long-term wealth accumulation rather than short-term trading. Investors should monitor U.S. economic health and interest rate cycles as the primary risk factors, given the fund's full market exposure. It is most suitable for long-term investors who prioritize simplicity and cost-efficiency in their core equity strategy.
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.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The ETF captures the growth of the entire U.S. equity market, including high-growth tech and large-cap stocks. |
| Momentum investor | Strong fit while signal remains positive | As a broad market index, it naturally holds the leaders in momentum-driven sectors while the overall market trend is up. |
| Value investor | Mixed fit | While it holds value stocks, the weightings are market-cap driven rather than value-tilted. |
| Dividend/Income investor | Mixed fit | It provides exposure to dividend-paying stocks but is not specifically optimized for income yield. |
| Low-risk investor | Weak fit | Full equity market exposure inherently carries higher volatility than fixed-income or balanced alternatives. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for a 'set-and-forget' low-cost core holding for their U.S. equity allocation.
Suitability
It is best suited for long-term investors and passive index followers seeking broad diversification at minimal cost.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets are subject to price fluctuations based on economic and company-specific news. |
| Market risk | High | The entire fund value will decline if the U.S. equity market experiences a downturn. |
| Concentration | Medium | While broad, the index is market-cap weighted, meaning top-tier large-cap companies disproportionately influence performance. |
| Tracking/expense | Low | The extremely low expense ratio and efficient management result in negligible tracking error risk. |
| Liquidity | Low | High trading volume and a broad underlying basket of stocks make liquidity risk minimal for most investors. |
| Business/sector quality | Medium | Performance is dependent on the health of the U.S. corporate sector and broad economic conditions. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
SPTM reflects the volatility of the total U.S. stock market, experiencing normal cyclical market swings and periodic heightened volatility during market corrections.
Market Risk
The fund is entirely exposed to the systematic risk of the U.S. equity market; individual stock failures are mitigated by the breadth of the 1500 holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 85 | These holdings represent the largest, most stable companies in the U.S. and drive the majority of the fund's performance. |
| Market capitalization | U.S. Mid-Cap Equities | 10 | Mid-cap exposure provides a balance between growth potential and the stability of established firms. |
| Market capitalization | U.S. Small-Cap Equities | 5 | Small-cap holdings offer higher growth potential and capture the smaller segments of the total U.S. market. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 36.03% | Avg. Invested days 73 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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