Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
State Street® SPDR® Portfolio S&P 500® ETF(SPYM)
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 SPYM
11/12/2026: SPYM (5-star) is currently NOT-A-BUY. Pass it for now.
State Street® SPDR® Portfolio S&P 500® ETF (SPYM) provides broad exposure to the U.S. large-cap equity market by tracking the S&P 500 Index. It offers investors a cost-efficient, passively managed tool to capture the performance of the 500 largest U.S. companies. Its primary strengths include strong diversification, the reliability of the State Street issuer brand, and a low expense structure. The main risks involve systemic market volatility and concentration in mega-cap holdings. It is best suited for long-term investors seeking a core holding, and users should monitor market-wide trends and expense ratio developments.
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 | It provides foundational exposure to large-cap growth companies within the U.S. market. |
| Momentum investor | Strong fit while signal remains positive | It allows investors to participate in the momentum of the broader S&P 500 market. |
| Value investor | Mixed fit | While it includes value stocks, it is a broad market tracker rather than a pure value-factor play. |
| Dividend/Income investor | Strong fit | Investors benefit from the aggregate dividend yield of the 500 underlying S&P constituents. |
| Low-risk investor | Mixed fit | While diversified, it remains subject to overall stock market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for core U.S. equity exposure with a focus on low costs and broad market participation.
Suitability
SPYM is highly suitable for long-term passive index followers and investors building a diversified 'buy and hold' portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Broad market exposure fluctuates with general economic and market cycles. |
| Market risk | High | The investment is fully exposed to the risk of a decline in the U.S. equity market. |
| Concentration | Medium | The index is market-cap weighted, leading to significant exposure to top-tier mega-cap companies. |
| Tracking/expense | Low | Passive management keeps tracking errors and operational costs minimal. |
| Liquidity | Low | The underlying assets are highly liquid, ensuring easy entry and exit for investors. |
| Business/sector quality | Medium | Exposure is diversified across all sectors, mitigating single-industry risks. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
SPYM exhibits volatility consistent with the broader U.S. large-cap stock market, typically experiencing periodic moderate fluctuations.
Market Risk
The fund is subject to systematic risk; it will decline in value if the S&P 500 Index decreases, as it has no defensive active management.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities (S&P 500 Index constituents) | 99.8 | This provides diversified exposure to the 500 leading publicly traded companies in the United States. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | A small cash buffer is maintained to manage liquidity and daily fund operations. |
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 45.53% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.