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Upturn AI Summary
SPDR® Portfolio S&P 500 Value ETF(SPYV)
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 SPYV
11/02/2026: SPYV (5-star) is a STRONG-BUY. BUY for 10 days. Simulated Profits (1.05%). Updated daily EoD!
SPYV provides cost-effective exposure to large-cap U.S. value stocks by tracking the S&P 500 Value Index. Its primary strengths include an industry-leading low expense ratio, high liquidity, and the reliable management of State Street Global Advisors. It serves well as a core portfolio component for investors looking to balance growth allocations with value-oriented defensiveness. Key risks include cyclical concentration in sectors like financials and the potential for underperformance during periods of high growth-stock dominance. It is best suited for long-term investors prioritizing low costs and broad market diversification.
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 | Weak fit | This fund focuses on value characteristics rather than the high-growth potential favored by growth investors. |
| Momentum investor | Mixed fit | Momentum investors may find it useful when value sectors exhibit strong relative strength, but it is not built for pure momentum strategies. |
| Value investor | Strong fit | It is purpose-built for investors seeking exposure to undervalued large-cap stocks. |
| Dividend/Income investor | Strong fit | Many value stocks held in the fund are established, dividend-paying companies that provide consistent income. |
| Low-risk investor | Mixed fit | While value stocks can be more defensive than growth stocks, they still carry inherent market risk. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking a core holding that provides diversified exposure to large-cap value stocks at a minimal cost.
Suitability
Best suited for passive index followers and long-term investors holding for structural market exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund carries moderate volatility characteristic of broad equity market indices. |
| Market risk | High | As an equity fund, it is fully exposed to systemic economic and market downturns. |
| Concentration | Medium | The portfolio is diversified across many holdings, though sector concentration can occur based on the value index rules. |
| Tracking/expense | Low | The fund maintains a very low expense ratio and minimal tracking error against its index. |
| Liquidity | Low | High trading volume ensures that investors can trade the fund with minimal impact on price. |
| Business/sector quality | Medium | The fund is limited to companies that meet specific valuation metrics, which can exclude high-quality growth businesses. |
Risk Analysis
Volatility
SPYV exhibits market-standard volatility, generally fluctuating alongside the broader S&P 500 but with less sensitivity to high-beta growth stocks.
Market Risk
The fund is inherently tied to the U.S. economy, specifically companies with cyclical and value-oriented business models.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 99 | The fund focuses on established large-cap companies that are considered undervalued relative to their peers. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small portion of assets is held in cash to manage daily liquidity and rebalancing needs. |
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 37.92% | Avg. Invested days 97 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/02/2026 |
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