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SPDR Series Trust (SPDG)



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Upturn Advisory Summary
02/24/2025: SPDG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
SPDR Series Trust
ETF Overview
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.
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.
Management Expertise
SSGA has a team of experienced portfolio managers and analysts who oversee the SPDR Series Trust ETFs.
Investment Objective
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
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.
Similar Companies
AGG

iShares Core U.S. Aggregate Bond ETF


AGG

iShares Core U.S. Aggregate Bond ETF
IVV

iShares Core S&P 500 ETF


IVV

iShares Core S&P 500 ETF
IWF

iShares Russell 1000 Growth ETF


IWF

iShares Russell 1000 Growth ETF
IWM

iShares Russell 2000 ETF


IWM

iShares Russell 2000 ETF
QQQ

Invesco QQQ Trust


QQQ

Invesco QQQ Trust
VEA

Vanguard FTSE Developed Markets Index Fund ETF Shares


VEA

Vanguard FTSE Developed Markets Index Fund ETF Shares
VOO

Vanguard S&P 500 ETF


VOO

Vanguard S&P 500 ETF
VTI

Vanguard Total Stock Market Index Fund ETF Shares


VTI

Vanguard Total Stock Market Index Fund ETF Shares
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.
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 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.
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.