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Upturn AI SWOT - About
SPDR® Portfolio S&P 500 Value ETF (SPYV)
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Upturn Advisory Summary
08/29/2025: SPYV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 26.18% | Avg. Invested days 85 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/29/2025 |
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. equities exhibiting value characteristics. Asset allocation primarily consists of stocks within the S&P 500 Value Index, employing a replication strategy.
Reputation and Reliability
State Street Global Advisors (SSGA) is one of the largest asset managers globally, with a strong reputation and long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing index-tracking funds and a dedicated team overseeing the SPDR ETF portfolio.
Investment Objective
Goal
To closely track the investment results of the S&P 500 Value Index.
Investment Approach and Strategy
Strategy: Tracks the S&P 500 Value Index.
Composition Primarily holds stocks selected from the S&P 500 Index that exhibit value characteristics.
Market Position
Market Share: SPYV holds a significant market share within the S&P 500 value ETF segment, competing with other value-focused funds.
Total Net Assets (AUM): 4480000000
Competitors
Key Competitors
- IVV
- IWD
- VTV
Competitive Landscape
The value ETF market is competitive. SPYV benefits from SSGA's brand and low expense ratio, while competitors offer similar value-focused strategies. Advantages include lower expense ratio than some competitors; disadvantage is potential tracking error compared to the index.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable sources such as the SSGA website or major financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the S&P 500 Value Index to assess tracking accuracy.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SPYV generally exhibits good liquidity with a healthy average trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting its liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward value stocks all influence SPYV's performance.
Growth Trajectory
Growth trends will depend on relative performance of value stocks versus growth stocks; holdings are rebalanced periodically based on index methodology.
Moat and Competitive Advantages
Competitive Edge
SPYV's competitive advantages include its low expense ratio, the strength of the SSGA brand, and its precise tracking of the S&P 500 Value Index. These factors make it a cost-effective and reliable option for investors seeking exposure to value stocks. The low cost structure is crucial to competing in the value market as returns tend to be less dramatic than growth.
Risk Analysis
Volatility
Volatility is influenced by the market and the specific value stocks held.
Market Risk
Exposure to equity market risk, sector concentration risk, and risks inherent in value investing strategies.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. large-cap value stocks at a low cost.
Market Risk
Suitable for long-term investors seeking value exposure as part of a diversified portfolio; also suitable for passive index followers.
Summary
SPYV offers low-cost exposure to the S&P 500 Value Index, making it a convenient choice for investors seeking value stocks. Its competitive expense ratio and strong backing from SSGA contribute to its appeal. Performance is closely tied to the value factor and broader market conditions. Investors should consider risk tolerance and investment goals before investing. Overall, SPYV is a solid choice for value-oriented investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Website
- Morningstar
- Bloomberg
- etf.com
Disclaimers:
This data is for informational purposes only and not financial advice. Market conditions can change rapidly.
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.