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Upturn AI SWOT - About
SPDR® S&P 500 Fossil Fuel Reserves Free ETF (SPYX)
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Upturn Advisory Summary
07/31/2025: SPYX (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 44.33% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 39.49 - 50.67 | Updated Date 06/29/2025 |
52 Weeks Range 39.49 - 50.67 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
ETF Overview
Overview
The SPDRu00ae S&P 500 Fossil Fuel Reserves Free ETF (SPYX) seeks to provide investment results that correspond generally to the total return performance of the S&P 500 Fossil Fuel Free Index. It focuses on companies within the S&P 500 index but excludes those with fossil fuel reserves. Its strategy aims for a diversified portfolio that aligns with environmental, social, and governance (ESG) considerations.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable issuer with a long track record of managing ETFs.
Management Expertise
SSGA has extensive experience in managing index-based investment products, including those with specific ESG criteria.
Investment Objective
Goal
To provide investment results that correspond generally to the total return performance of the S&P 500 Fossil Fuel Free Index.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P 500 Fossil Fuel Free Index, a modified market-capitalization weighted index.
Composition The ETF primarily holds stocks of companies included in the S&P 500 index, excluding companies that own fossil fuel reserves. The sector allocation mirrors the S&P 500, minus the excluded energy companies.
Market Position
Market Share: SPYX's market share is relatively small compared to broad-based S&P 500 ETFs but notable within the fossil fuel-free investment space.
Total Net Assets (AUM): 1504835000
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers S&P 500 ESG ETF (SNPE)
Competitive Landscape
The competitive landscape includes several ESG-focused ETFs. SPYX differentiates itself by explicitly excluding companies with fossil fuel reserves, appealing to investors with strong environmental concerns. Its advantages include targeted fossil fuel exclusion, while its disadvantages may be a smaller AUM compared to larger ESG ETFs.
Financial Performance
Historical Performance: Historical performance data should be gathered from financial data providers. Review SPYXu2019s total return, and net asset value over 1 year, 3 year, 5 year and 10 year time period.
Benchmark Comparison: Compare the ETF's performance against the S&P 500 and other ESG-focused ETFs to assess its relative performance.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
SPYX's average trading volume indicates moderate liquidity, generally sufficient for most investors but lower than broader S&P 500 ETFs.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable liquidity for efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, investor sentiment towards ESG investing, and sector growth prospects (especially in technology and healthcare, which are heavily represented) significantly impact SPYX's performance.
Growth Trajectory
Growth depends on the increasing adoption of ESG investing and investor demand for fossil fuel-free options. The increase in ESG awareness has shown a growth trajectory but can be sensitive to market trends.
Moat and Competitive Advantages
Competitive Edge
SPYX's competitive advantage lies in its specific focus on excluding companies with fossil fuel reserves, appealing to investors with strong environmental convictions. This niche focus allows it to stand out among broader ESG ETFs. Its defined ESG filter provides a unique offering within the competitive landscape. The targeted focus enhances appeal to investors concerned with climate change, creating competitive edge.
Risk Analysis
Volatility
SPYX's volatility is generally similar to the S&P 500, as it tracks a modified version of the index, although exclusion of energy companies may lead to variations.
Market Risk
Market risk is tied to the overall performance of the S&P 500. Specific risks include underperformance relative to the S&P 500 if energy companies outperform, and potential concentration risks in certain sectors due to exclusions.
Investor Profile
Ideal Investor Profile
The ideal investor is environmentally conscious and seeks S&P 500-like exposure without supporting companies holding fossil fuel reserves.
Market Risk
SPYX is suitable for long-term investors who are aligned with ESG principles and seek broad market exposure with a focus on excluding fossil fuel reserve holders.
Summary
SPDRu00ae S&P 500 Fossil Fuel Reserves Free ETF offers investors an opportunity to invest in the S&P 500 while excluding companies with fossil fuel reserves. This ETF suits environmentally conscious investors seeking broad market exposure. Its performance closely tracks the S&P 500, making it a low-cost option for socially responsible investing. Although not the largest ESG ETF, SPYX provides a targeted solution for those specifically avoiding fossil fuel reserve companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- S&P Dow Jones Indices
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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® S&P 500 Fossil Fuel Reserves Free ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Normally, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The index is designed to measure the performance of companies in the S&P 500 Index that are fossil fuel free, which are defined as companies that do not own fossil fuel reserves.
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.