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Upturn AI SWOT - About
SPDR® Portfolio S&P 500 Value ETF (SPYV)
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Upturn Advisory Summary
10/27/2025: SPYV (4-star) is a STRONG-BUY. BUY since 114 days. Simulated Profits (12.11%). 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 31.4% | Avg. Invested days 93 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/27/2025 |
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 US equities with value characteristics, aiming for long-term capital appreciation by investing in companies whose stock prices are low relative to their fundamental value.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and well-established ETF provider with a long track record in the market.
Management Expertise
SSGA has extensive experience managing index-tracking ETFs, leveraging a robust team of portfolio managers and analysts.
Investment Objective
Goal
To track the investment results of the S&P 500 Value Index.
Investment Approach and Strategy
Strategy: SPYV aims to track the S&P 500 Value Index, which measures the performance of the value style in the large-cap U.S. equity market.
Composition The ETF primarily holds stocks of large-cap U.S. companies exhibiting value characteristics as defined by the S&P 500 Value Index methodology.
Market Position
Market Share: SPYV holds a significant market share within the value ETF segment.
Total Net Assets (AUM): 10220000000
Competitors
Key Competitors
- IVV
- VTV
- IWD
Competitive Landscape
The value ETF market is competitive, with several large players offering similar products. SPYV's advantage lies in its low expense ratio. However, competitors like IVV and VTV have lower costs and larger AUM, potentially offering better liquidity. IWD tracks a slightly different index, the Russell 1000 Value, leading to different holdings and performance.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions and the relative performance of value stocks compared to growth stocks.
Benchmark Comparison: The ETF's performance is typically compared to the S&P 500 Value Index to assess tracking error and management effectiveness.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SPYV generally exhibits adequate liquidity with a healthy average trading volume, facilitating ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific trends influence the performance of value stocks and, consequently, SPYV.
Growth Trajectory
SPYV's growth trajectory is tied to the cyclical performance of value stocks and the overall market environment; portfolio adjustments align with the S&P 500 Value Index reconstitution.
Moat and Competitive Advantages
Competitive Edge
SPYV offers a low-cost, passively managed approach to investing in S&P 500 value stocks. Its competitive advantage is its low expense ratio (0.04%), making it an attractive option for cost-conscious investors seeking broad value exposure. Furthermore, it benefits from State Street's brand recognition and established ETF management expertise. While other value ETFs may have larger AUM, SPYV provides a highly competitive offering in terms of cost and index tracking.
Risk Analysis
Volatility
SPYV's volatility generally mirrors that of the S&P 500 Value Index.
Market Risk
SPYV is subject to market risk, including the risk of declines in the value of its underlying holdings due to economic downturns or market corrections, and the underperformance of value stocks relative to growth stocks.
Investor Profile
Ideal Investor Profile
SPYV is suitable for investors seeking broad exposure to U.S. large-cap value stocks and long-term capital appreciation. Investors who are looking for a cost-effective approach to value investing.
Market Risk
SPYV is best suited for long-term investors and passive index followers seeking value exposure.
Summary
The SPDRu00ae Portfolio S&P 500 Value ETF (SPYV) offers a low-cost way to invest in large-cap US equities with value characteristics, tracking the S&P 500 Value Index. Its low expense ratio is a key advantage, making it attractive for cost-conscious investors. However, its performance is subject to the cyclicality of value stocks and general market risk. SPYV is ideal for long-term investors seeking a passive and cost-effective approach to value investing, but may not be suitable for those needing very active management or trading strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA), ETF.com, Bloomberg, 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. Investment decisions should be made in consultation with a qualified financial advisor.
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.