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Upturn AI SWOT - About
SPDR® Portfolio S&P 500 Growth ETF (SPYG)
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Upturn Advisory Summary
04/01/2025: SPYG (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
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 8.34% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2998531 | Beta 1.08 | 52 Weeks Range 68.04 - 92.63 | Updated Date 04/2/2025 |
52 Weeks Range 68.04 - 92.63 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR® Portfolio S&P 500 Growth ETF
ETF Overview
Overview
The SPDRu00ae Portfolio S&P 500 Growth ETF (SPYG) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Growth Index. It focuses on large-cap U.S. equities exhibiting growth characteristics.
Reputation and Reliability
State Street is a well-established and reputable asset manager with a long track record in the ETF industry.
Management Expertise
State Street has extensive experience in managing index-tracking ETFs, providing reliable and efficient execution.
Investment Objective
Goal
To track the performance of the S&P 500 Growth Index.
Investment Approach and Strategy
Strategy: Tracks a specific index: the S&P 500 Growth Index.
Composition Primarily holds stocks of large-cap U.S. companies with growth characteristics as defined by the index methodology.
Market Position
Market Share: SPYG has a significant market share within the large-cap growth ETF segment.
Total Net Assets (AUM): 31850000000
Competitors
Key Competitors
- IVV
- VOO
- QQQ
- IWF
Competitive Landscape
The large-cap growth ETF market is competitive, with SPYG offering a cost-effective option for tracking the S&P 500 Growth Index. Competitors include broader market ETFs (IVV, VOO) and those focusing on different growth factors (IWF). SPYG's advantage is its low expense ratio, while its disadvantage might be less diversified exposure compared to the S&P 500 index as a whole.
Financial Performance
Historical Performance: Historical performance data should be gathered from financial data providers.
Benchmark Comparison: The ETF's performance should closely track the S&P 500 Growth Index, with slight deviations due to expense ratio and tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SPYG typically has high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for SPYG is generally tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks can significantly impact SPYG's performance.
Growth Trajectory
SPYG's growth trajectory depends on the performance of the growth stocks within the S&P 500 and any adjustments made to the underlying index.
Moat and Competitive Advantages
Competitive Edge
SPYG benefits from State Street's brand recognition and efficient index tracking. Its low expense ratio gives it a cost advantage over some competitors. The ETF's focus on the S&P 500 Growth Index provides targeted exposure to growth stocks. It is a well-established and liquid ETF. The ETF's main advantage lies in its combination of low cost and accurate tracking of a widely followed index.
Risk Analysis
Volatility
SPYG's volatility is generally correlated with the volatility of the growth stock market.
Market Risk
SPYG is subject to market risk, including fluctuations in stock prices and economic downturns.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to large-cap U.S. growth stocks and willing to accept moderate to high risk for potentially higher returns.
Market Risk
Suitable for long-term investors seeking growth within their portfolio, as well as passive index followers.
Summary
SPDRu00ae Portfolio S&P 500 Growth ETF (SPYG) offers a cost-effective way to invest in large-cap U.S. growth stocks by tracking the S&P 500 Growth Index. Its low expense ratio and high liquidity make it an attractive option for investors seeking growth exposure. The ETF's performance is closely tied to the performance of the underlying index and the overall growth stock market. Investors should be aware of the market risks associated with growth stocks. Overall, SPYG is a solid choice for those seeking to easily and cheaply access the US Large Cap Growth Market.
Similar Companies
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- Bloomberg
- Morningstar
- etf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market data is subject to change.
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 Growth ETF
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. The index measures the performance of the large-capitalization growth segment of the U.S. equity market. It is non-diversified.
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