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State Street® SPDR® S&P 500® ETF Trust(SPY)
Top performer 
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 SPY
11/05/2026: SPY (5-star) is a SELL. SELL for 4 days. Simulated Profits (-2.06%). Updated daily EoD!
SPY provides efficient, broad exposure to the U.S. large-cap market by tracking the S&P 500 Index. Its primary strengths are its industry-leading liquidity, institutional trust, and precise benchmark tracking. It serves as an excellent 'core' holding for long-term investors or a precision tool for active traders. Investors should remain mindful of market risk, as it is fully correlated with the U.S. equity market and sensitive to macroeconomic shifts. It is best suited for those seeking a reliable, low-cost way to invest in the U.S. economy while monitoring overall market valuations.
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 | Provides comprehensive exposure to the growth potential of major U.S. companies. |
| Momentum investor | Strong fit while signal remains positive | Its high liquidity makes it an ideal vehicle for momentum strategies during market uptrends. |
| Value investor | Mixed fit | While it contains value stocks, it is a blend of growth and value, not a pure value play. |
| Dividend/Income investor | Mixed fit | Provides regular dividends from underlying holdings, but is not specifically optimized for high yield. |
| Low-risk investor | Mixed fit | Market volatility is inherent in equity investments, making it less suitable for those seeking capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term exposure to U.S. equities, from retail investors building a core portfolio to institutional traders requiring high liquidity.
Suitability
It is highly suitable for both long-term passive index followers and active traders who require tight spreads and deep market depth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets fluctuate based on economic and company-specific news. |
| Market risk | High | The ETF is subject to the systemic risks of the entire U.S. equity market. |
| Concentration | Medium | While diversified, the S&P 500 is market-cap weighted, leading to concentration in top-tier tech firms. |
| Tracking/expense | Low | Passive management keeps tracking error and costs to a very low level. |
| Liquidity | Low / none | It is among the most liquid financial instruments globally, posing almost no liquidity risk. |
| Business/sector quality | Medium | Performance relies on the aggregate health of the 500 largest U.S. companies. |
Risk Analysis
Volatility
SPY exhibits standard equity market volatility, generally tracking the broader market's ups and downs with high correlation.
Market Risk
The fund is fully exposed to the risks of the 500 underlying holdings, making it vulnerable to broad economic downturns and systemic market shocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-cap U.S. Equities (S&P 500 components) | 99.8 | Provides broad exposure to the largest and most established companies in the U.S. economy. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | Minimal cash held for liquidity and operational purposes during index rebalancing. |
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 42.6% | Avg. Invested days 69 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2026 |
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