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- Upturn Summary
- Fund Details
Upturn AI Summary
SPDR® S&P 500 Fossil Fuel Reserves Free ETF(SPYX)
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 SPYX
10/28/2026: SPYX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
SPYX provides investors with core exposure to the S&P 500 while systematically excluding companies that own fossil fuel reserves. Its main strengths include the reliable index methodology from a top-tier issuer, providing a transparent, values-aligned tool for sustainable investing. The fund functions as a core portfolio building block for those wishing to divest from the energy sector. Primary risks involve performance deviations during energy bull markets and the relative lack of liquidity compared to standard S&P 500 ETFs. It is best suited for long-term investors seeking to match market growth while adhering to fossil fuel-free principles.
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 | Strong fit | The portfolio mirrors the growth-heavy composition of the S&P 500. |
| Momentum investor | Strong fit while signal remains positive | It captures broad market momentum while excluding the energy sector. |
| Value investor | Mixed fit | Many value-oriented energy stocks are excluded, which may limit the appeal for strict value seekers. |
| Dividend/Income investor | Mixed fit | Excluding the energy sector removes a traditional source of high dividend yields. |
| Low-risk investor | Mixed fit | While diversified, the fund still carries the full market risk of the remaining 450+ stocks. |
Investor Profile
Ideal Investor Profile
Investors who want core US large-cap exposure but have a specific mandate to exclude fossil fuel producers.
Suitability
Best for long-term passive index followers who prioritize value alignment alongside market-based growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to the inherent volatility of the US stock market. |
| Market risk | High | Broad economic downturns will directly impact the fund's value. |
| Concentration | Medium | By removing an entire sector, the fund may deviate from the broader market's risk-return profile. |
| Tracking/expense | Low | The fund is efficiently managed with a relatively low expense ratio. |
| Liquidity | Low | Daily volume is sufficient for most retail investors but lower than standard S&P 500 ETFs. |
| Business/sector quality | Low | The exclusion of fossil fuel companies is a values-based choice rather than a quality-based downgrade. |
Risk Analysis
Volatility
SPYX exhibits volatility comparable to the S&P 500, though tracking error increases during energy rallies.
Market Risk
The fund is fully exposed to equity market risk, as 90%+ of the S&P 500 remains in the portfolio.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 32 | Tech dominance in the S&P 500 is reflected in this portfolio, driving significant growth potential. |
| Sector | Financials | 14 | Financial services remain a core component of the broad market, influencing overall fund performance. |
| Sector | Health Care | 12 | Defensive positioning is provided by holdings in large pharmaceutical and medical device companies. |
| Sector | Consumer Discretionary | 11 | This sector provides exposure to consumer spending patterns and retail trends. |
| Sector | Other Sectors (Industrials, Staples, etc.) | 31 | Broad diversification across remaining sectors helps mitigate concentration risk within the fund. |
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 49.68% | Avg. Invested days 71 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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