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SPDR® Portfolio S&P 500 Value ETF (SPYV)
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Upturn Advisory Summary
12/01/2025: SPYV (4-star) is a STRONG-BUY. BUY since 138 days. Simulated Profits (12.07%). 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 31.35% | Avg. Invested days 97 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 44.17 - 54.58 | Updated Date 06/29/2025 |
52 Weeks Range 44.17 - 54.58 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® Portfolio S&P 500 Value ETF
ETF Overview
Overview
The SPDRu00ae Portfolio S&P 500 Value ETF (SPYV) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Value Index. It focuses on large-cap U.S. stocks exhibiting value characteristics. The ETF aims to replicate the composition of the S&P 500 Value Index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record of managing various investment products.
Management Expertise
SSGA has extensive experience and expertise in managing index-tracking ETFs, with a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Value Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P 500 Value Index, a benchmark of large-cap U.S. stocks exhibiting value characteristics.
Composition The ETF holds stocks of companies included in the S&P 500 Value Index, primarily focusing on sectors like Financials, Healthcare, and Consumer Staples.
Market Position
Market Share: SPYV's market share among value ETFs focused on large-cap U.S. equities is notable, holding a significant portion of the total assets in this category.
Total Net Assets (AUM): 16830000000
Competitors
Key Competitors
- IVV
- VTV
- VOO
- SCHV
Competitive Landscape
The value ETF market is competitive. SPYV benefits from State Street's brand recognition and low expense ratio. Competitors offer similar exposure, so investor preference may depend on fund size, tracking error, and trading volume. SPYV's advantage lies in its combination of low cost and reputable issuer. Its disadvantages include the fact that it is only Value focused, unlike S&P500 ETF.
Financial Performance
Historical Performance: Historical financial performance data is best accessed via financial data providers. Use the ticker SPYV.
Benchmark Comparison: The ETF's performance should be compared to the S&P 500 Value Index to gauge its effectiveness in tracking the benchmark.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SPYV generally exhibits healthy liquidity with robust average trading volume, allowing for easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for SPYV is typically tight, indicating efficient trading and minimal cost for investors.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth can affect the performance of value stocks, impacting SPYV.
Growth Trajectory
SPYV's growth is tied to the performance of value stocks within the S&P 500, which can vary depending on market cycles and investor sentiment towards value investing.
Moat and Competitive Advantages
Competitive Edge
SPYV's competitive edge stems from its low expense ratio, providing cost-effective access to value stocks. Its association with State Street further enhances its reputation and investor confidence. The ETF benefits from the brand recognition of the SPDR family, making it a popular choice for value-oriented investors. Its well-diversified portfolio of value stocks aligned with the S&P 500 Value Index offers broad market exposure.
Risk Analysis
Volatility
SPYV's historical volatility can be assessed by examining its beta and standard deviation compared to the S&P 500.
Market Risk
SPYV is subject to market risk, including the potential for declines in the value of its underlying holdings due to economic downturns or changes in investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor for SPYV is someone seeking cost-effective exposure to large-cap U.S. value stocks, with a focus on long-term capital appreciation.
Market Risk
SPYV is suitable for long-term investors and passive index followers seeking value-oriented exposure.
Summary
SPDRu00ae Portfolio S&P 500 Value ETF (SPYV) offers a cost-effective way to invest in large-cap U.S. value stocks by tracking the S&P 500 Value Index. Managed by State Street, it boasts a low expense ratio and ample liquidity. SPYV is most suitable for long-term investors seeking value exposure. While exposed to market risk, its diversified portfolio and reputable issuer make it a compelling option for value-oriented investment strategies.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Market conditions and ETF performance can change, and investors should conduct their own due diligence before making any investment decisions.
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 Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs a sampling strategy in seeking to track the performance of the S&P 500 Value Index. It 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 value segment of the U.S. equity market.
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.