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Upturn AI SWOT - About
SPDR Kensho Intelligent Structures ETF (XKII)
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Upturn Advisory Summary
02/26/2025: XKII (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -41.92% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/26/2025 |
Key Highlights
Volume (30-day avg) 1300 | Beta - | 52 Weeks Range 30.56 - 37.67 | Updated Date 05/1/2020 |
52 Weeks Range 30.56 - 37.67 | Updated Date 05/1/2020 |
Upturn AI SWOT
SPDR Kensho Intelligent Structures ETF
ETF Overview
Overview
The SPDR Kensho Intelligent Structures ETF (SIMS) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Kensho Intelligent Infrastructure Index. It invests in companies involved in intelligent infrastructure industries, which include smart building infrastructure, next-generation transportation, and smart power grids.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider.
Management Expertise
SSGA has extensive experience in managing ETFs across various asset classes and sectors.
Investment Objective
Goal
To seek investment results that correspond generally to the total return performance of the Kensho Intelligent Infrastructure Index.
Investment Approach and Strategy
Strategy: Tracks the Kensho Intelligent Infrastructure Index.
Composition Primarily holds stocks of companies involved in infrastructure innovation, including those focused on smart buildings, transportation, and power grids.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 32180000
Competitors
Key Competitors
- First Trust Global Engineering and Construction ETF (FLM)
- Global X US Infrastructure Development ETF (PAVE)
- ALPS Global Infrastructure Income Fund (INF)
- FlexShares STOXX Global Broad Infrastructure Index Fund (IGLO)
Competitive Landscape
The intelligent infrastructure ETF market is competitive, with several ETFs offering exposure to different aspects of infrastructure development. SIMS differentiates itself by focusing on innovative and technology-driven infrastructure solutions. SIMS offers a narrower focus compared to some broader infrastructure ETFs, potentially leading to higher growth or concentration risk.
Financial Performance
Historical Performance: Historical performance data is not readily available in a directly parsable numerical array format but can be found on financial websites. Please refer to relevant websites for historical performance data.
Benchmark Comparison: Benchmark performance data is not readily available in a directly parsable numerical array format but can be found on financial websites. Please refer to relevant websites for benchmark comparison data.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The ETF's liquidity is limited, with an average trading volume of approximately 5,660 shares.
Bid-Ask Spread
The bid-ask spread can vary, typically around 0.20%, reflecting moderate liquidity.
Market Dynamics
Market Environment Factors
Economic growth, government infrastructure spending, technological advancements in infrastructure, and interest rates affect SIMS.
Growth Trajectory
The ETF's growth trajectory depends on the adoption of smart infrastructure technologies, government policies, and overall economic conditions. Changes to holdings reflect shifts in the innovative infrastructure landscape.
Moat and Competitive Advantages
Competitive Edge
SIMS offers targeted exposure to companies developing innovative infrastructure solutions, distinguishing it from broader infrastructure ETFs. The Kensho index methodology focuses on identifying companies driving disruptive innovation within the infrastructure sector. This niche focus can provide higher growth potential for investors seeking exposure to cutting-edge technologies. The ETF's specific focus can potentially result in concentrated exposure to a specific subset of companies.
Risk Analysis
Volatility
The ETF's volatility may be moderate to high, reflecting the growth-oriented nature of the underlying companies.
Market Risk
The ETF is subject to market risk, sector-specific risk (technology and infrastructure), and concentration risk due to its focused investment strategy.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking exposure to innovative infrastructure technologies and are comfortable with moderate to high risk.
Market Risk
SIMS may be suitable for long-term investors seeking growth in the infrastructure sector, but is less ideal for risk-averse investors.
Summary
The SPDR Kensho Intelligent Structures ETF (SIMS) offers focused exposure to companies developing innovative infrastructure technologies. It is suitable for growth-oriented investors seeking exposure to the future of infrastructure. The ETF's niche focus can provide higher growth potential, but also exposes investors to sector-specific and concentration risks. Investors should carefully consider their risk tolerance and investment objectives before investing.
Similar Companies
- PAVE
- IFRA
- GRID
- FLM
- NFRA
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Yahoo Finance
- Google Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data is based on available information and is approximate.
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 Kensho Intelligent Structures ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. 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 comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.
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