SPGM - ETF AI Analysis
Top Page
SPDR Portfolio MSCI Global Stock Market ETF (SPGM)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Growth Leaders in Top Holdings
Several major technology and growth companies among the largest positions have shown strong performance this year, helping support the ETF’s returns.
Broad Global and Sector Diversification
The fund spreads its investments across many countries and industries, which helps reduce the impact if any single market or sector struggles.
Low Expense Ratio
The ETF charges a relatively low fee, so more of the fund’s gains can stay in investors’ pockets over time.
Negative Factors
Heavy Tilt Toward U.S. Stocks
With a large majority of its assets in U.S. companies, the fund is heavily exposed to the direction of the U.S. market.
Concentration in Mega-Cap Tech
A meaningful portion of the portfolio is tied up in a handful of large technology names, increasing the impact if these companies face setbacks.
Mixed Performance Among Top Holdings
While several leading positions have done well, a few major stocks have shown weaker or negative performance, which can drag on overall results.
SPGM vs. SPDR S&P 500 ETF (SPY)
AUM1.72B
RegionGlobal
Expense Ratio0.09%
Beta0.93
IssuerState Street
Inception DateFeb 27, 2012
Dividend Yield1.81%
Asset ClassEquity
Index TrackedMSCI AC World IMI
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume77,765
30 Day Avg. Volume241,191
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
101.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2440
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPGM Summary
SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a fund that aims to track the MSCI AC World IMI index, giving you one simple way to invest in thousands of companies around the world. It holds many well-known names like Apple and Microsoft, along with firms from countries such as Japan, the UK, and emerging markets like India and Brazil. Someone might invest in SPGM to get broad global diversification and long-term growth potential in a single, low-cost ETF. A key risk is that it can rise or fall with global stock markets, especially large technology companies.
How much will it cost me?The SPDR Portfolio MSCI Global Stock Market ETF (SPGM) has an expense ratio of 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the MSCI World Index, keeping costs low.
What would affect this ETF?The SPGM ETF, with its global exposure and strong focus on technology, could benefit from continued innovation and growth in the tech sector, especially from top holdings like Nvidia, Apple, and Microsoft. However, it may face challenges from rising interest rates, which can negatively impact growth stocks, and geopolitical tensions that could disrupt global markets, particularly in emerging economies. Additionally, regulatory changes in major markets like the U.S. or China could influence the performance of key holdings and sectors.
SPGM Top 10 Holdings
SPGM’s story right now is all about global Big Tech and chips setting the tone. Nvidia and Micron have been the real engines, with chip demand and AI enthusiasm giving the fund a noticeable lift. TSMC and Broadcom are also pulling their weight, keeping the semiconductor theme front and center. On the flip side, Microsoft and Meta have been losing a bit of steam lately, acting as mild brakes rather than boosters. Overall, the ETF leans heavily into U.S.-led technology, but with key Asian chipmakers adding a distinctly global flavor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 4.24% | $72.16M | $4.81T | 52.18% | 79 Outperform | |
| Nvidia | 4.23% | $71.88M | $5.02T | 24.17% | 76 Outperform | |
| Microsoft | 2.53% | $43.10M | $2.95T | -22.84% | 79 Outperform | |
| Amazon | 2.05% | $34.78M | $2.66T | 7.25% | 71 Outperform | |
| Alphabet Class A | 1.83% | $31.06M | $4.22T | 79.83% | 85 Outperform | |
| Alphabet Class C | 1.53% | $26.07M | $4.22T | 78.53% | 82 Outperform | |
| Broadcom | 1.50% | $25.45M | $1.84T | 39.87% | 76 Outperform | |
| TSMC | 1.45% | $24.72M | $1.94T | 80.99% | 81 Outperform | |
| Meta Platforms | 1.26% | $21.39M | $1.63T | -12.11% | 76 Outperform | |
| JPMorgan Chase | 0.94% | $15.93M | $925.05B | 17.34% | 72 Outperform |
SPGM Technical Analysis
Neutral
―
Price Trends
84.98
Negative
81.81
Positive
79.11
Positive
Market Momentum
0.02
Positive
45.46
Neutral
45.25
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPGM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 85.14, equal to the 50-day MA of 84.98, and equal to the 200-day MA of 79.11, indicating a neutral trend. The MACD of 0.02 indicates Positive momentum. The RSI at 45.46 is Neutral, neither overbought nor oversold. The STOCH value of 45.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SPGM.
SPGM Peer Comparison
Comparison Results
Performance Comparison
SPGM
SPDR Portfolio MSCI Global Stock Market ETF
84.27
14.73
21.18%
JGLO
JPMorgan Global Select Equity ETF
―
―
―
CGDG
Capital Group Dividend Growers ETF
―
―
―
ACWV
iShares MSCI Global Min Vol Factor ETF
―
―
―
BDYN
iShares Dynamic Equity Active ETF
―
―
―
CGGE
Capital Group Global Equity ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents