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SPDR® Portfolio S&P 500 Growth ETF(SPYG)
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 SPYG
09/24/2026: SPYG (5-star) is a STRONG-BUY. BUY for 33 days. Simulated Profits (0.56%). Updated daily EoD!
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.
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 62.97% | Avg. Invested days 70 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/24/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $56.19B |
| Issuer | State Street Investment Management |
| Expense Ratio | 0.04% |
| Distribution Yield | 0.48% |
| Inception | Sep 25, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +16.74% |
| 1 Year | +19.29% |
| 3 Year | +28.54% |
| 5 Year | +14.50% |
| 10 Year | +18.02% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 19.3% |
| 3Y Volatility | 16.64% |
| 3Y Sharpe Ratio | 1.18 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 4 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 69.72% |
| Large Cap | 23.23% |
| Mid Cap | 6.78% |
| Small Cap | 0.10% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 53.69% |
| Communication Services | 15.80% |
| Financial Services | 8.66% |
| Consumer Cyclicals | 8.01% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.68x |
| Portfolio P/B | 6.54x |
| Portfolio P/S | 6.45x |
| Holdings Turnover | 33.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 14.80% |
| Microsoft | 10.02% |
| Apple | 6.65% |
| Alphabet Class A | 5.60% |
| Broadcom | 4.64% |
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