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SPDG
Upturn stock ratingUpturn stock rating

SPDR Series Trust (SPDG)

Upturn stock ratingUpturn stock rating
$39.37
Delayed price
Profit since last BUY0.23%
upturn advisory
Consider higher Upturn Star rating
BUY since 22 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

02/24/2025: SPDG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type ETF
Historic Profit 14.46%
Avg. Invested days 50
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/24/2025

Key Highlights

Volume (30-day avg) 4976
Beta -
52 Weeks Range 31.67 - 39.56
Updated Date 04/1/2025
52 Weeks Range 31.67 - 39.56
Updated Date 04/1/2025

ai summary icon Upturn AI SWOT

SPDR Series Trust

stock logo

ETF Overview

overview logo Overview

SPDR Series Trust is a family of exchange-traded funds (ETFs) offering exposure to various asset classes, sectors, and investment strategies. It encompasses a range of ETFs, each with a specific investment objective, such as tracking market indices, focusing on particular sectors, or employing active management strategies.

reliability logo Reputation and Reliability

State Street Global Advisors (SSGA), the issuer, is a reputable and established asset manager with a long track record in the ETF market.

reliability logo Management Expertise

SSGA has a team of experienced portfolio managers and analysts who oversee the SPDR Series Trust ETFs.

Investment Objective

overview logo Goal

Varies depending on the specific SPDR Series Trust ETF. Goals range from tracking a specific index to providing exposure to a particular sector or asset class, or achieving specific investment outcomes through active management.

Investment Approach and Strategy

Strategy: Strategies vary across the SPDR Series Trust ETFs. Some aim to replicate the performance of a specific market index, while others focus on specific sectors or employ active management strategies.

Composition The ETF holdings vary depending on the investment objective. The ETF holds stocks, bonds, commodities, or a mix of assets.

Market Position

Market Share: Varies widely depending on the specific SPDR Series Trust ETF.

Total Net Assets (AUM): Varies widely depending on the specific SPDR Series Trust ETF, ranging from millions to billions of dollars.

Competitors

overview logo Key Competitors

  • IVV
  • VTI
  • QQQ
  • IWM
  • AGG

Competitive Landscape

The ETF market is highly competitive. SPDR Series Trust ETFs compete with offerings from iShares, Vanguard, Invesco, and other providers. Advantages may include brand recognition, low expense ratios for some ETFs, and a wide range of investment options. Disadvantages can include higher expense ratios for some specialized or actively managed ETFs compared to passively managed index funds from competitors.

Financial Performance

Historical Performance: Historical performance varies widely depending on the specific SPDR Series Trust ETF.

Benchmark Comparison: Benchmark comparison varies widely depending on the specific SPDR Series Trust ETF and its underlying index.

Expense Ratio: Expense ratios vary widely depending on the specific SPDR Series Trust ETF.

Liquidity

Average Trading Volume

Average trading volume varies widely depending on the specific SPDR Series Trust ETF.

Bid-Ask Spread

The bid-ask spread varies widely depending on the specific SPDR Series Trust ETF.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, interest rates, and market sentiment all influence the performance of SPDR Series Trust ETFs.

Growth Trajectory

Growth depends on the specific ETF's investment focus, market conditions, and investor demand. Strategy and holding changes depend on the specific fund objective.

Moat and Competitive Advantages

Competitive Edge

SPDR Series Trust ETFs benefit from SSGA's strong brand recognition and extensive distribution network. The diverse range of ETF offerings allows investors to build diversified portfolios. Some ETFs offer innovative investment strategies or focus on niche markets. Certain SPDR ETFs, like SPY, boast high liquidity and tight spreads. The seasoned management team provides expertise across various asset classes.

Risk Analysis

Volatility

Volatility varies depending on the specific SPDR Series Trust ETF and the underlying assets it holds.

Market Risk

Market risk depends on the specific SPDR Series Trust ETF and its underlying assets. Risks may include equity market risk, interest rate risk, credit risk, and commodity price risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific SPDR Series Trust ETF. Risk tolerance, investment horizon, and financial goals should be considered.

Market Risk

Suitability varies. SPDR Series Trust ETFs can be suitable for long-term investors, active traders, or passive index followers depending on the specific ETF's investment objective and risk profile.

Summary

SPDR Series Trust provides a diverse selection of ETFs catering to various investment strategies and risk preferences. Managed by State Street Global Advisors, these ETFs offer access to different asset classes and sectors. The success of each ETF depends heavily on its underlying market and its investment strategy. Before making any investment decisions, investors should review the fund's objectives, strategies, and associated risks and fees. SPDR's wide selection helps both experienced and new investors build their portfolios.

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Sources and Disclaimers

Data Sources:

  • State Street Global Advisors (SSGA) website, ETF.com, Morningstar, Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Performance data is historical and does not guarantee future results.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About SPDR Series Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

In seeking to track the performance of the index, the fund advisor employs a sampling strategy, which means that the fund is not required to purchase all of the securities represented in the index. The index is designed to measure the performance of companies in the S&P Composite 1500 ® Index. The fund is non-diversified.

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