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Upturn AI SWOT - About
SPDR Morgan Stanley Technology (XNTK)
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Upturn Advisory Summary
08/14/2025: XNTK (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 46.98% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.39 | 52 Weeks Range 159.21 - 236.77 | Updated Date 06/29/2025 |
52 Weeks Range 159.21 - 236.77 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Morgan Stanley Technology
ETF Overview
Overview
The SPDR Morgan Stanley Technology ETF (MTK) seeks to provide investment results that correspond generally to the total return performance of the Morgan Stanley Technology Index. It focuses on companies that will benefit from advances in technology. The ETF's asset allocation is primarily in the technology sector, and the investment strategy is to track the index as closely as possible.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
SSGA has significant expertise in managing ETFs, with a dedicated team focused on index tracking and portfolio management.
Investment Objective
Goal
To provide investment results that correspond generally to the total return performance of the Morgan Stanley Technology Index.
Investment Approach and Strategy
Strategy: Tracks the Morgan Stanley Technology Index.
Composition Primarily holds stocks of U.S. technology companies.
Market Position
Market Share: MTK's market share in the technology ETF sector is relatively small compared to larger, more established ETFs.
Total Net Assets (AUM): 261170000
Competitors
Key Competitors
- XLK
- VGT
- QQQ
Competitive Landscape
The technology ETF market is highly competitive, with several large players dominating the landscape. MTK's competitive advantage lies in its specific index tracking the Morgan Stanley Technology Index, offering a slightly different exposure than broader technology ETFs. A disadvantage is its relatively small AUM and trading volume compared to larger competitors like XLK and VGT.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers. The performance of MTK will closely mirror the underlying index, but is subject to tracking error and management fees.
Benchmark Comparison: The ETF's performance should be compared to the Morgan Stanley Technology Index to assess tracking effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
MTK's average trading volume is relatively moderate, which can affect ease of entry and exit for larger positions.
Bid-Ask Spread
The bid-ask spread for MTK is typically moderate, reflecting its trading volume and market depth.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions heavily influence MTK's performance. Technology sector growth is crucial.
Growth Trajectory
MTK's growth trajectory depends on technology sector performance and investor demand for targeted technology exposure. No major changes to its core index-tracking strategy are anticipated.
Moat and Competitive Advantages
Competitive Edge
MTK's competitive edge is derived from tracking the Morgan Stanley Technology Index. This provides a slightly different sector exposure compared to broader technology ETFs. While many ETFs focus on large cap companies, MTK also includes mid and small-cap stocks, providing additional diversity. This targeted approach may appeal to investors seeking specific technology themes or exposures.
Risk Analysis
Volatility
MTK's volatility is expected to be similar to the broader technology sector, which is generally higher than the overall market.
Market Risk
The primary market risk is related to the technology sector's sensitivity to economic cycles, interest rate changes, and regulatory developments. Sector specific risks, such as rapid technological obsolescence and intense competition, are also relevant.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking targeted exposure to the technology sector, with a moderate to high risk tolerance, and a long-term investment horizon.
Market Risk
MTK is suitable for long-term investors and active traders who want focused technology sector exposure. It may not be suitable for passive index followers seeking broad market diversification.
Summary
The SPDR Morgan Stanley Technology ETF (MTK) offers focused exposure to the technology sector by tracking the Morgan Stanley Technology Index. While MTK may have a slightly different sector exposure than broader technology ETFs, it faces stiff competition from larger, more liquid funds. The ideal investor is someone looking for targeted technology investments, is comfortable with sector-specific risks, and understands the potential volatility. Ultimately, an investor should choose MTK if they believe in the long-term growth potential of the specific companies and market segments represented by the Morgan Stanley Technology Index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Morgan Stanley Technology
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. It may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments, such as repurchase agreements and money market funds. The index is composed of 35 leading U.S.-listed technology-related companies.
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.