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Upturn AI SWOT - About
SPDR® Portfolio S&P 500 Growth ETF (SPYG)
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Upturn Advisory Summary
07/17/2025: SPYG (4-star) is a STRONG-BUY. BUY since 47 days. Profits (15.85%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 58.57% | Avg. Invested days 76 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 68.55 - 95.00 | Updated Date 06/29/2025 |
52 Weeks Range 68.55 - 95.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® Portfolio S&P 500 Growth ETF
ETF Overview
Overview
The SPDRu00ae Portfolio S&P 500 Growth ETF (SPYG) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500u00ae Growth Index. It focuses on large-cap U.S. equities exhibiting growth characteristics, allocating its assets according to the index weighting methodology. The investment strategy is passive, aiming to replicate the performance of the underlying index.
Reputation and Reliability
State Street is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
State Street has extensive experience in managing index-tracking ETFs.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500u00ae Growth Index.
Investment Approach and Strategy
Strategy: This ETF aims to track the S&P 500 Growth Index.
Composition The ETF primarily holds stocks of large-cap U.S. companies with growth characteristics.
Market Position
Market Share: SPYG holds a significant, but not necessarily dominant, market share within the large-cap growth ETF segment.
Total Net Assets (AUM): 30680000000
Competitors
Key Competitors
- IVV
- VOO
- IWF
- MGK
Competitive Landscape
The large-cap growth ETF market is competitive, with several established players. SPYG benefits from State Street's reputation and low expense ratio, but faces competition from ETFs with larger AUM and potentially slightly different tracking methodologies. SPYG offers a solid, cost-effective option for exposure to the S&P 500 Growth Index, while competitors may offer slight variations in approach or investor base.
Financial Performance
Historical Performance: Historical performance data not directly available but can be sourced.
Benchmark Comparison: The ETF's performance closely tracks the S&P 500 Growth Index. Deviations are primarily due to the expense ratio and tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SPYG exhibits high liquidity based on average trading volume.
Bid-Ask Spread
SPYG's bid-ask spread is generally tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
SPYG's performance is influenced by overall economic conditions, sector growth (especially technology), and investor sentiment towards growth stocks.
Growth Trajectory
SPYG's growth trajectory mirrors that of the S&P 500 Growth Index. Changes in strategy or holdings would reflect changes to the Index.
Moat and Competitive Advantages
Competitive Edge
SPYG's competitive advantage lies in its low expense ratio and the backing of State Street's established reputation. It provides cost-effective access to a well-defined segment of the market. The ETF's passive management style ensures consistent tracking of the S&P 500 Growth Index. This makes it a reliable choice for investors seeking broad exposure to U.S. growth stocks.
Risk Analysis
Volatility
SPYG's volatility is similar to that of the S&P 500 Growth Index, which can be higher than the broader market due to its growth focus.
Market Risk
SPYG is subject to market risk, particularly concentration risk in sectors like technology. Economic downturns or changes in investor preferences for growth stocks can negatively impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation through exposure to large-cap U.S. growth stocks.
Market Risk
SPYG is suitable for long-term investors and passive index followers seeking growth-oriented equity exposure.
Summary
The SPDRu00ae Portfolio S&P 500 Growth ETF (SPYG) offers a low-cost way to invest in large-cap U.S. growth stocks, tracking the S&P 500 Growth Index. Its performance closely mirrors the index, making it a reliable option for investors seeking broad growth exposure. The ETF is suitable for long-term investors and passive index followers, though it carries the inherent risks associated with growth stocks. Backed by State Street's reputation, SPYG offers a competitive option in the growth ETF space. Its low expense ratio further enhances its appeal to cost-conscious investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- FactSet
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions and investment strategies may change over time.
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 500 Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 large-capitalization growth segment of the U.S. equity market. It is non-diversified.
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.