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Upturn AI SWOT - About
SPDR® Portfolio S&P 500 ETF (SPLG)
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Upturn Advisory Summary
03/27/2025: SPLG (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
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 8.37% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 9855280 | Beta 1 | 52 Weeks Range 57.50 - 72.14 | Updated Date 03/27/2025 |
52 Weeks Range 57.50 - 72.14 | Updated Date 03/27/2025 |
Upturn AI SWOT
SPDR® Portfolio S&P 500 ETF
ETF Overview
Overview
The SPDRu00ae Portfolio S&P 500 ETF (SPLG) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Index. It offers broad market exposure, focusing on large-cap US equities.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable issuer with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and possesses significant expertise in portfolio management.
Investment Objective
Goal
To replicate the total return performance of the S&P 500 Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, holding all or substantially all of the securities in the S&P 500 Index in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of large-cap US companies included in the S&P 500 Index.
Market Position
Market Share: SPLG holds a significant market share within the S&P 500 ETF market.
Total Net Assets (AUM): 51000000000
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The S&P 500 ETF market is highly competitive, with SPY, IVV and VOO being the largest competitors. SPLG has a lower expense ratio, giving it a competitive edge for cost-conscious investors, while SPY provides high liquidity. IVV and VOO offer a balance of low cost and substantial AUM.
Financial Performance
Historical Performance: Historical performance mirrors the S&P 500 index, with similar return patterns over various time periods.
Benchmark Comparison: The ETF closely tracks its benchmark, the S&P 500 Index, with minimal tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SPLG exhibits strong liquidity with a high average daily trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, inflation, interest rates, and geopolitical events influence the performance of the S&P 500 and, consequently, SPLG.
Growth Trajectory
SPLG's growth is tied to the overall performance of the US stock market and the S&P 500 Index; holdings adjusted to reflect S&P 500 Index changes.
Moat and Competitive Advantages
Competitive Edge
SPLG benefits from a low expense ratio, making it an attractive option for cost-conscious investors seeking broad S&P 500 exposure. SSGA's established reputation and substantial AUM contribute to the ETF's credibility. The ETF provides a simple, effective, and low-cost way to track the S&P 500. Its investment strategy is transparent and easy to understand.
Risk Analysis
Volatility
SPLG's volatility mirrors the S&P 500 Index, reflecting market fluctuations and economic cycles.
Market Risk
The ETF is subject to market risk, meaning its value can decline due to overall market downturns, economic recessions, or adverse events affecting specific sectors.
Investor Profile
Ideal Investor Profile
SPLG is suited for investors seeking broad exposure to the US stock market, particularly those who want a low-cost, passive investment option.
Market Risk
SPLG is well-suited for long-term investors and passive index followers seeking to match the performance of the S&P 500 Index.
Summary
The SPDRu00ae Portfolio S&P 500 ETF (SPLG) provides a cost-effective means of achieving broad market exposure to the S&P 500 Index. Its low expense ratio and high liquidity make it an appealing choice for passive investors. SPLG effectively tracks the S&P 500, offering diversification across large-cap US equities. As a result, it is a suitable core holding for long-term investment strategies and portfolio diversification, mirroring the risk of the broader market with minimal tracking error.
Similar Companies
- SPY
- IVV
- VOO
- ESGU
- QQQ
- DIA
- IWB
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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® Portfolio S&P 500 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 the large-capitalization segment of the U.S. equity market.
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