SPYM - ETF AI Analysis
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State Street SPDR Portfolio S&P 500 ETF (SPYM)
SPYM, the State Street SPDR Portfolio S&P 500 ETF, has a solid overall rating driven mainly by its large positions in high-quality tech leaders like Apple, Microsoft, and Alphabet, which benefit from strong financial performance, growth in cloud and AI, and generally supportive technical trends. These strengths are partly offset by holdings such as Nvidia, Amazon, Meta, Broadcom, Eli Lilly, and Tesla, where high valuations, mixed technical signals, leverage or cash flow challenges introduce more risk. The main risk factor for the fund is its heavy concentration in a small group of large, growth-oriented technology and AI-related companies, which can increase volatility if market sentiment toward that sector turns negative.
SPYM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 185.20B
- Region
- North America
- Expense Ratio
- 0.02%
- Beta
- 1.00
- Issuer
- SPDR
- Inception Date
- Nov 08, 2005
- Dividend Yield
- 1.29%
- Asset Class
- Equity
- Index Tracked
- S&P 500
SPYM Summary
SPYM is an ETF that follows the S&P 500 index, which tracks 500 of the largest companies in the United States. It gives you a simple way to own a wide mix of industries, with big names like Apple and Microsoft among its top holdings. Investors might consider SPYM for broad diversification and long-term growth, since it spreads your money across many leading U.S. companies instead of betting on just one stock. A key risk to remember is that SPYM can go up and down with the overall stock market, so its value may drop during market downturns.
How much will it cost me?
This ETF has an expense ratio of 0.02%, which means you’ll pay about $0.20 per year for every $1,000 invested. That’s lower than average because it’s a passively managed fund that simply tracks the S&P 500 index instead of paying managers to pick individual stocks.
What would affect this ETF?
Because this ETF tracks the S&P 500 and is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, Microsoft, and Alphabet, it can benefit from strong U.S. economic growth, innovation in tech and healthcare, and a stable or falling interest-rate environment that supports stock prices. On the downside, it could be hurt by rising interest rates, a U.S. recession, regulatory pressure on big tech firms, or market downturns that particularly affect growth-oriented sectors such as technology and consumer companies.
SPYM Top 10 Holdings
This S&P 500 tracker is really being steered by Big Tech, with Nvidia, Apple, and Microsoft in the driver’s seat. Apple and Microsoft have been steadily rising, helping keep overall returns on track, while Nvidia’s recent wobble has taken a bit of shine off the fund’s semiconductor tilt. Amazon is quietly adding support, but Alphabet’s twin share classes and Meta have been lagging, acting like a mild headwind. With all major holdings rooted in U.S. markets and heavily skewed to technology, the fund’s story is classic America-first, tech-heavy growth.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.81% | $14.51B | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.52% | $13.97B | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 5.91% | $10.98B | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.74% | $6.96B | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.86% | $5.31B | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.51% | $4.66B | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 2.29% | $4.26B | $3.41T | -1.31% | 82Outperform |
 META | Meta Platforms | 2.02% | $3.76B | $1.57T | -7.72% | 76Outperform |
 TSLA | Tesla | 1.71% | $3.17B | $1.58T | -9.15% | 73Outperform |
 MU | Micron | 1.66% | $3.09B | $1.00T | 294.96% | 79Outperform |
SPYM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPYM, the sentiment is Negative. The current price of 88.95 is below the 20-day moving average (MA) of 90.69, below the 50-day MA of 90.25, and above the 200-day MA of 85.43, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 40.39 is Neutral, neither overbought nor oversold. The STOCH value of 59.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPYM.
SPYM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SPYM | $88.95 | $101.00(13.55% Upside) | $185.20B | 0.02% | 74Outperform |
 VOO | $694.81 | $870.83(25.33% Upside) | $1.06T | 0.03% | 74Outperform |
 IVV | $759.18 | $935.53(23.23% Upside) | $886.05B | 0.03% | 74Outperform |
 SPY | $755.72 | $934.40(23.64% Upside) | $811.55B | 0.09% | 74Outperform |
 QQQ | $690.49 | $916.74(32.77% Upside) | $480.42B | 0.18% | 72Outperform |
 QQQM | $284.34 | $376.21(32.31% Upside) | $109.82B | 0.15% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | 88.95 | 9.43 | 11.86% | |
| VOO | Vanguard S&P 500 ETF | 694.81 | 73.70 | 11.87% | |
| IVV | iShares Core S&P 500 ETF | 759.18 | 80.52 | 11.86% | |
| SPY | State Street Spdr S&P 500 Etf Trust | 755.72 | 79.67 | 11.79% | |
| QQQ | Invesco QQQ Trust | 690.49 | 61.37 | 9.75% | |
| QQQM | Invesco NASDAQ 100 ETF | 284.34 | 25.37 | 9.80% |
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.