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Upturn AI SWOT - About
SPDR® S&P 500 Fossil Fuel Reserves Free ETF (SPYX)
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Upturn Advisory Summary
03/27/2025: SPYX (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 7.18% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 128444 | Beta 1 | 52 Weeks Range 39.87 - 50.22 | Updated Date 03/28/2025 |
52 Weeks Range 39.87 - 50.22 | Updated Date 03/28/2025 |
Upturn AI SWOT
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
ETF Overview
Overview
The SPDRu00ae S&P 500 Fossil Fuel Reserves Free ETF (SPYX) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Fossil Fuel Free Index. It aims to track the performance of companies in the S&P 500 Index that are not owners of fossil fuel reserves. The ETF focuses on large-cap U.S. equities, excluding those involved in fossil fuel extraction and ownership.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable ETF provider with a long track record in the market.
Management Expertise
SSGA has extensive experience managing ETFs and passively tracking indices.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Fossil Fuel Free Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P 500 Fossil Fuel Free Index, which screens out companies owning fossil fuel reserves.
Composition The ETF primarily holds stocks of large-cap U.S. companies included in the S&P 500 Index, excluding those with fossil fuel reserves.
Market Position
Market Share: SPYX has a relatively small market share compared to broader S&P 500 ETFs.
Total Net Assets (AUM): 1558000000
Competitors
Key Competitors
- IVV
- VOO
- ESGU
Competitive Landscape
The competitive landscape is dominated by large S&P 500 tracking ETFs like IVV and VOO. SPYX differentiates itself through its fossil fuel-free approach, appealing to socially responsible investors. SPYX's disadvantage is its smaller AUM and potentially lower liquidity compared to more established S&P 500 ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers. Performance will closely track the S&P 500 index less the impact of excluded fossil fuel companies.
Benchmark Comparison: The ETF's performance is compared to the S&P 500 Index and the S&P 500 Fossil Fuel Free Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
SPYX exhibits moderate trading volume, which can affect the ease of buying and selling shares, especially in large quantities.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment all influence SPYX. Growing interest in ESG investing benefits SPYX.
Growth Trajectory
Growth is tied to the overall market and increased adoption of ESG investment strategies, with holdings expected to remain relatively stable following the S&P 500 Fossil Fuel Free Index.
Moat and Competitive Advantages
Competitive Edge
SPYX offers a unique focus on excluding companies with fossil fuel reserves, catering to ESG-conscious investors seeking S&P 500 exposure. Its passive tracking of the S&P 500 Fossil Fuel Free Index provides transparency and diversification. The low expense ratio contributes to its appeal. However, this niche focus also limits its appeal to a subset of investors. The issuer's strong reputation lends credibility and stability.
Risk Analysis
Volatility
SPYX's volatility should generally be similar to the S&P 500, reflecting the overall market's fluctuations.
Market Risk
SPYX is subject to market risk, including declines in the overall stock market and sector-specific risks. The exclusion of fossil fuel companies could lead to slight deviations in performance compared to the broader S&P 500.
Investor Profile
Ideal Investor Profile
The ideal investor for SPYX is someone who wants exposure to the S&P 500 while avoiding companies involved in fossil fuel reserves. It appeals to ESG-focused investors.
Market Risk
SPYX is suitable for long-term investors seeking broad market exposure with an ESG focus. It can be used in passive investment strategies and for those who are concerned with ethical investments.
Summary
The SPDRu00ae S&P 500 Fossil Fuel Reserves Free ETF offers a way to invest in the S&P 500 while excluding companies owning fossil fuel reserves, appealing to environmentally conscious investors. Its performance is closely tied to the S&P 500, and its low expense ratio makes it a cost-effective option. However, its AUM is small compared to standard S&P 500 ETFs, which can affect the liquidity of its holding. Overall, it is a viable option for long-term investors with specific ESG criteria.
Similar Companies
- ESGU
- CRBN
- LOWC
- SUSL
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share and performance data are 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® S&P 500 Fossil Fuel Reserves Free ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Normally, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The index is designed to measure the performance of companies in the S&P 500 Index that are fossil fuel free, which are defined as companies that do not own fossil fuel reserves.
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