SPY - ETF AI Analysis
Top Page
SPDR S&P 500 ETF Trust (SPY)
SPY, the SPDR S&P 500 ETF Trust, has a solid overall rating that reflects its exposure to several large, financially strong technology and communication companies. Major holdings like Apple, Microsoft, and Alphabet (both GOOGL and GOOG) boost the fund’s quality thanks to their strong profitability, leadership in cloud and AI, and generally positive long-term outlooks, while names like Tesla and Amazon add growth potential but also bring risks from high valuations and some short-term technical weakness. The main risk factor is the ETF’s heavy concentration in a handful of big tech and AI-related companies, which can increase volatility if sentiment toward that sector turns negative.
SPY Historical Chart
- AUM
- 816.07B
- Region
- North America
- Expense Ratio
- 0.09%
- Beta
- 1.00
- Issuer
- SPDR
- Inception Date
- Jan 22, 1993
- Dividend Yield
- 0.98%
- Asset Class
- Equity
- Index Tracked
- S&P 500
SPY Summary
SPY is an ETF that follows the S&P 500 Index, which is made up of 500 of the largest companies in the United States. By investing in SPY, you’re buying a small piece of many well-known businesses at once, including companies like Apple and Microsoft. It covers many sectors such as technology, healthcare, finance, and consumer goods, making it a simple way to get broad diversification and long-term growth potential in one investment. However, SPY’s value can go up and down with the overall U.S. stock market, so your investment can lose value during market downturns.
How much will it cost me?
This ETF has an expense ratio of 0.09%, which means you’ll pay about $0.94 per year for every $1,000 you invest. That’s low compared with the average stock ETF because SPY is passively managed to track the S&P 500 index rather than trying to beat the market.
What would affect this ETF?
SPY could benefit if the U.S. economy stays healthy, technology and communication services companies like Nvidia, Apple, and Microsoft keep growing, and interest rates stabilize or fall, which often supports large U.S. stocks. On the other hand, it could be hurt by a U.S. recession, higher interest rates that pressure stock prices, or new regulations and tech slowdowns that weigh on its heavy exposure to big U.S. technology and consumer-focused companies.
SPY Top 10 Holdings
This ETF is powered by a tech-heavy engine, with Nvidia, Apple, Microsoft, and Meta doing most of the heavy lifting. Nvidia and Micron have been rising sharply on the back of the AI and semiconductor boom, while Apple and Microsoft provide steadier, blue-chip strength. Meta has added extra fuel with solid recent gains, but Tesla is losing steam and has been dragging on performance. With a clear tilt toward U.S. Big Tech and chipmakers, the fund is firmly anchored in the American growth story, for better or worse.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.86% | $64.51B | $5.22T | 22.53% | 76Outperform |
 AAPL | Apple | 7.44% | $61.01B | $4.95T | 30.91% | 79Outperform |
 MSFT | Microsoft | 5.93% | $48.63B | $3.95T | 2.95% | 79Outperform |
 AMZN | Amazon | 3.87% | $31.74B | $2.83T | 18.17% | 71Outperform |
 GOOGL | Alphabet Class A | 3.00% | $24.59B | $4.14T | 33.66% | 85Outperform |
 GOOG | Alphabet Class C | 2.40% | $19.69B | $4.14T | 31.67% | 82Outperform |
 META | Meta Platforms | 2.30% | $18.85B | $1.77T | -4.88% | 76Outperform |
 AVGO | Broadcom | 2.39% | $19.59B | $1.60T | -1.42% | 76Outperform |
 LLY | Eli Lilly & Co | 1.54% | $12.65B | $1.21T | 58.93% | 72Outperform |
 TSLA | Tesla | 1.58% | $12.97B | $1.53T | -12.68% | 73Outperform |
SPY Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPY, the sentiment is Positive. The current price of 773.09 is above the 20-day moving average (MA) of 770.88, above the 50-day MA of 767.35, and above the 200-day MA of 723.24, indicating a bullish trend. The MACD of 1.37 indicates Positive momentum. The RSI at 53.81 is Neutral, neither overbought nor oversold. The STOCH value of 47.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPY.
SPY Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SPY | $773.09 | $854.00(10.47% Upside) | $816.07B | 0.09% | 74Outperform |
 VOO | $710.72 | $861.67(21.24% Upside) | $1.05T | 0.03% | 74Outperform |
 IVV | $776.65 | $941.64(21.24% Upside) | $885.27B | 0.03% | 74Outperform |
 QQQ | $725.20 | $944.89(30.29% Upside) | $484.12B | 0.18% | 73Outperform |
 SPYM | $90.99 | $109.15(19.95% Upside) | $182.95B | 0.02% | 74Outperform |
 QQQM | $298.64 | $386.88(29.55% Upside) | $108.72B | 0.15% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | 773.09 | 108.50 | 16.33% | |
| VOO | Vanguard S&P 500 ETF | 710.72 | 100.31 | 16.43% | |
| IVV | iShares Core S&P 500 ETF | 776.65 | 109.57 | 16.43% | |
| QQQ | Invesco QQQ Trust | 725.20 | 117.48 | 19.33% | |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | 90.99 | 12.83 | 16.42% | |
| QQQM | Invesco NASDAQ 100 ETF | 298.64 | 48.47 | 19.37% |
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.