SPSM - ETF AI Analysis
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SPDR Portfolio S&P 600 Small Cap ETF (SPSM)
SPSM, the SPDR Portfolio S&P 600 Small Cap ETF, earns a solid overall rating thanks to several strong holdings like Paycom, SM Energy, and Jackson Financial, which bring robust earnings, revenue growth, and generally positive outlooks to the portfolio. However, weaker names such as ViaSat and Etsy, with profitability challenges, high leverage, and bearish or cautious technical signals, weigh on the fund’s quality. The main risk factor is its focus on small-cap companies, which can be more volatile and financially fragile than larger, more established firms.
SPSM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 16.21B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 0.92
- Issuer
- SPDR
- Inception Date
- Jul 08, 2013
- Dividend Yield
- 1.50%
- Asset Class
- Equity
- Index Tracked
- S&P Small Cap 600
SPSM Summary
SPSM is an ETF that follows the S&P SmallCap 600 Index, which focuses on smaller U.S. companies across many industries like financials, industrials, and technology. It holds well-known names such as Match Group and Etsy, along with many other small firms that can be more nimble and innovative than large corporations. Investors might consider SPSM to add diversification and long-term growth potential to their portfolio by spreading money across hundreds of small U.S. companies. A key risk is that small-cap stocks can be more volatile, so the value of this ETF can go up and down more sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.03%, which means you’ll pay about $0.30 per year for every $1,000 invested. That’s much lower than the average ETF because it’s a passively managed fund that simply tracks the S&P SmallCap 600 Index instead of paying managers to pick individual stocks.
What would affect this ETF?
Because SPSM focuses on U.S. small-cap stocks across sectors like financials, industrials, technology, and consumer cyclical, it can benefit from a strong U.S. economy, rising business investment, and innovation-driven growth at companies such as Match Group, Paycom, and Etsy. On the downside, higher interest rates, economic slowdowns, tighter credit conditions, or new regulations affecting areas like finance, health care, or technology could hurt smaller companies more than large ones and increase volatility for this ETF.
SPSM Top 10 Holdings
SPSM is a pure U.S. small-cap play, and its story is being written by a mix of nimble tech, health care, and energy names. Glaukos and ViaSat have been rising sharply, giving the fund a lift from the health care and communications side, while SM Energy adds fuel from the energy patch. Paycom and Protagonist Therapeutics are steady-to-strong contributors, reflecting the fund’s tilt toward innovative, growth-focused businesses. On the softer side, Ryman and Life Time Group are more mixed, reminding investors that small-cap consumer and real estate names can wobble even in a broadly diversified portfolio.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GKOS | Glaukos | 0.80% | $128.01M | $14.07B | 170.93% | 61Neutral |
 VSAT | ViaSat | 0.61% | $96.96M | $10.61B | 86.11% | 56Neutral |
 PAYC | Paycom | 0.58% | $93.05M | $11.70B | 42.20% | 76Outperform |
 MTCH | Match Group | 0.54% | $86.91M | $9.51B | 30.09% | 66Neutral |
 SM | SM Energy | 0.55% | $87.70M | $9.60B | 79.22% | 72Outperform |
 PTGX | Protagonist Therapeutics | 0.53% | $85.65M | $9.37B | 77.27% | 68Neutral |
 RHP | Ryman | 0.52% | $83.00M | $9.09B | 55.22% | 66Neutral |
 LTH | Life Time Group Holdings | 0.49% | $78.27M | $10.13B | 77.19% | 71Outperform |
 JXN | Jackson Financial Incorporation | 0.48% | $76.91M | $9.14B | 36.53% | 73Outperform |
 TGTX | TG Therapeutics | 0.50% | $79.28M | $9.36B | 72.37% | 65Neutral |
SPSM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPSM, the sentiment is Positive. The current price of 54.98 is above the 20-day moving average (MA) of 53.73, above the 50-day MA of 54.41, and above the 200-day MA of 53.08, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 59.58 is Neutral, neither overbought nor oversold. The STOCH value of 81.03 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPSM.
SPSM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SPSM | $54.98 | $58.00(5.49% Upside) | $16.21B | 0.03% | 66Neutral |
 IJR | $141.48 | $169.67(19.93% Upside) | $105.63B | 0.06% | 65Neutral |
 VB | $291.80 | $367.95(26.10% Upside) | $78.71B | 0.03% | 66Neutral |
 IWM | $279.14 | $373.63(33.85% Upside) | $75.49B | 0.19% | 63Neutral |
 SCHA | $33.05 | $43.08(30.34% Upside) | $22.04B | 0.03% | 63Neutral |
 VIOO | $131.70 | $160.88(22.16% Upside) | $4.14B | 0.07% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 54.98 | 10.26 | 22.94% | |
| IJR | iShares Core S&P Small Cap ETF | 141.48 | 26.37 | 22.91% | |
| VB | Vanguard Small-Cap ETF | 291.80 | 43.98 | 17.75% | |
| IWM | iShares Russell 2000 ETF | 279.14 | 40.37 | 16.91% | |
| SCHA | Schwab U.S. Small-Cap ETF | 33.05 | 5.85 | 21.51% | |
| VIOO | Vanguard S&P Small-Cap 600 ETF | 131.70 | 24.68 | 23.06% |
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.