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Upturn AI SWOT - About
SPDR S&P SmallCap 600 ESG ETF (ESIX)
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Upturn Advisory Summary
04/01/2025: ESIX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -3.02% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 824 | Beta 1.11 | 52 Weeks Range 27.21 - 34.23 | Updated Date 04/2/2025 |
52 Weeks Range 27.21 - 34.23 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR S&P SmallCap 600 ESG ETF
ETF Overview
Overview
The SPDR S&P SmallCap 600 ESG ETF (SSEE) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P SmallCap 600 ESG Index. It focuses on US small-cap companies with strong Environmental, Social, and Governance (ESG) profiles.
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 a seasoned team of investment professionals managing a wide range of ETFs across different asset classes and investment strategies.
Investment Objective
Goal
To track the performance of the S&P SmallCap 600 ESG Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the returns of its underlying index.
Composition The ETF primarily holds stocks of small-cap US companies that meet specific ESG criteria as defined by the S&P SmallCap 600 ESG Index methodology.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 44550000
Competitors
Key Competitors
- Xtrackers S&P SmallCap 600 ESG ETF (XSSE)
Competitive Landscape
The competitive landscape includes ETFs focused on small-cap ESG investments. SSEE competes with other ESG-focused small-cap ETFs, with advantages potentially including SSGA's established brand and extensive ETF management expertise. A disadvantage may be lower AUM compared to some competitors, potentially impacting liquidity.
Financial Performance
Historical Performance: Historical performance data should be gathered from official fund factsheet. Provide as array format.
Benchmark Comparison: Benchmark comparison data can be found on the fund's official factsheet.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume represents the number of shares traded daily, influencing order execution.
Bid-Ask Spread
The bid-ask spread can affect total return.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence SSEE's performance, particularly the performance of small-cap companies and investor appetite for ESG-focused investments.
Growth Trajectory
The growth trajectory depends on the adoption of ESG investing strategies and the performance of underlying small-cap ESG-compliant companies, as well as the ability of the ETF to attract investors.
Moat and Competitive Advantages
Competitive Edge
SSEE benefits from SSGA's established reputation and ETF management expertise. Its focus on the S&P SmallCap 600 ESG Index provides exposure to companies with strong ESG profiles, appealing to socially conscious investors. While it might lack some trading volume, it gives investors exposure to ESG.
Risk Analysis
Volatility
Volatility is correlated with the underlying small-cap market and is impacted by the ESG screening. Data unavailable. Review fund factsheet.
Market Risk
Market risk includes fluctuations in the small-cap equity market and the potential for ESG factors to negatively impact investment valuations, plus sector concentration within the S&P SmallCap 600 index.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to small-cap US equities with an ESG focus. This ETF suits investors prioritizing environmental, social, and governance factors in their investment decisions.
Market Risk
SSEE is suitable for long-term investors seeking ESG-aligned exposure within their small-cap equity allocation.
Summary
The SPDR S&P SmallCap 600 ESG ETF (SSEE) offers investors exposure to US small-cap companies with strong ESG characteristics, tracking the S&P SmallCap 600 ESG Index. It is managed by State Street Global Advisors (SSGA), a reputable ETF provider. The ETF provides long-term investors access to socially responsible small cap investments. Key considerations include the expense ratio, tracking error, and potential for concentration within certain sectors. Its competitive advantage lies in its focus on integrating ESG factors into a small-cap portfolio.
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Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) official website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data and some performance data may not be readily available and should be verified from official sources. Accuracy of data is not guaranteed.
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 SmallCap 600 ESG ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of securities meeting certain sustainability criteria, while maintaining similar overall industry group weights as the S&P SmallCap 600 Scored & Screened Index. The fund is non-diversified.
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