SPGM - ETF AI Analysis
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SPDR Portfolio MSCI Global Stock Market ETF (SPGM)
SPGM’s rating reflects a portfolio led by high-quality global tech leaders like Microsoft and Alphabet, whose strong financial performance and growth in cloud and AI provide a solid foundation for the fund. Other major holdings such as Apple, Nvidia, and TSMC further support the rating through robust profitability and strategic focus on AI, though their premium valuations and occasional mixed technical signals can limit upside. The main risk factor is the fund’s heavy concentration in large technology and AI-related companies, which makes performance sensitive to shifts in tech valuations and sector sentiment.
SPGM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.81B
- Region
- Global
- Expense Ratio
- 0.09%
- Beta
- 0.93
- Issuer
- State Street
- Inception Date
- Feb 27, 2012
- Dividend Yield
- 1.77%
- Asset Class
- Equity
- Index Tracked
- MSCI AC World IMI
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 is all about global Big Tech and chipmakers setting the pace. Nvidia, TSMC, and Micron are powering ahead, giving the fund a strong tailwind from the semiconductor boom, even as Broadcom looks a bit mixed lately. Apple and Microsoft remain steady anchors, with rising momentum that keeps the tech-heavy tilt working in the fund’s favor. Amazon is wobbling in the short term, slightly dragging on returns, while Alphabet and Meta add more AI-driven punch. Overall, it’s a globally diversified portfolio with a clear tech-and-AI heartbeat.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 4.31% | $78.00M | $4.95T | 30.91% | 79Outperform |
 NVDA | Nvidia | 4.40% | $79.59M | $5.22T | 22.53% | 76Outperform |
 MSFT | Microsoft | 3.27% | $59.26M | $3.95T | 2.95% | 79Outperform |
 AMZN | Amazon | 2.10% | $37.99M | $2.83T | 18.17% | 71Outperform |
 GOOGL | Alphabet Class A | 1.73% | $31.22M | $4.14T | 33.66% | 85Outperform |
 TSM | TSMC | 1.53% | $27.68M | $1.92T | 46.65% | 81Outperform |
 GOOG | Alphabet Class C | 1.43% | $25.96M | $4.14T | 31.67% | 82Outperform |
 META | Meta Platforms | 1.32% | $23.91M | $1.77T | -4.88% | 76Outperform |
 AVGO | Broadcom | 1.29% | $23.40M | $1.60T | -1.42% | 76Outperform |
 JPM | JPMorgan Chase | 0.90% | $16.28M | $891.18B | 12.82% | 72Outperform |
SPGM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPGM, the sentiment is Positive. The current price of 86.89 is below the 20-day moving average (MA) of 86.95, below the 50-day MA of 87.30, and above the 200-day MA of 82.90, indicating a neutral trend. The MACD of -0.20 indicates Positive momentum. The RSI at 49.82 is Neutral, neither overbought nor oversold. The STOCH value of 40.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPGM.
SPGM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SPGM | $86.89 | $95.00(9.33% Upside) | $1.81B | 0.09% | 67Neutral |
 JGLO | $72.72 | $91.03(25.18% Upside) | $6.33B | 0.47% | 72Outperform |
 CGDG | $37.93 | $44.31(16.81% Upside) | $5.85B | 0.47% | 68Neutral |
 ACWV | $128.34 | $142.58(11.10% Upside) | $3.41B | 0.20% | 63Neutral |
 CGGE | $34.67 | $43.73(26.13% Upside) | $3.25B | 0.47% | 68Neutral |
 BDYN | $27.77 | $33.37(20.15% Upside) | $3.11B | 0.39% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 86.89 | 11.96 | 15.96% | |
| JGLO | JPMorgan Global Select Equity ETF | 72.72 | 4.97 | 7.33% | |
| CGDG | Capital Group Dividend Growers ETF | 37.93 | 3.58 | 10.43% | |
| ACWV | iShares MSCI Global Min Vol Factor ETF | 128.34 | 10.41 | 8.83% | |
| CGGE | Capital Group Global Equity ETF | 34.67 | 3.52 | 11.28% | |
| BDYN | iShares Dynamic Equity Active ETF | 27.77 | 2.57 | 10.19% |
This 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.