SPYX - ETF AI Analysis
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SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Leading Technology and Growth Holdings
Several major positions in technology and growth companies have delivered strong results, helping drive the fund’s returns.
Focused Yet Diversified Sector Mix
While technology is the largest slice, the fund also spreads money across financials, communication services, consumer sectors, health care, and more, which helps reduce reliance on any single industry.
Negative Factors
Heavy Concentration in a Few Mega-Cap Stocks
A small group of large technology and growth names make up a big share of the portfolio, increasing the impact if any of them stumble.
Several Top Holdings Are Lagging
Some of the largest positions, including well-known tech and auto names, have been weak recently, which can drag on overall performance if the trend continues.
Very High U.S. Market Exposure
With almost all assets in U.S. stocks and very little abroad, the fund is highly sensitive to the U.S. market and offers limited geographic diversification.
SPYX vs. SPDR S&P 500 ETF (SPY)
AUM2.77B
RegionNorth America
Expense Ratio0.20%
Beta1.01
IssuerSPDR
Inception DateNov 30, 2015
Dividend Yield0.86%
Asset ClassEquity
Index TrackedS&P 500 Fossil Fuel Free Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume82,731
30 Day Avg. Volume144,216
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
72.18Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering487
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPYX Summary
SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) tracks the S&P 500 Fossil Fuel Free Index, meaning it invests in many of the largest U.S. companies while leaving out firms that own fossil fuel reserves. It holds big, familiar names like Apple and Microsoft, and is heavily invested in technology and other major sectors of the U.S. economy. Someone might choose SPYX to seek long-term growth and broad diversification while aligning with environmental values. A key risk is that the fund can rise or fall with the overall stock market and may behave differently from the regular S&P 500.
How much will it cost me?The SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) has an expense ratio of 0.20%, meaning you’ll pay $2 per year for every $1,000 invested. This cost is lower than average for actively managed funds but slightly higher than many passively managed ETFs, as it tracks a specialized index focused on ESG principles.
What would affect this ETF?SPYX could benefit from growing interest in sustainable investing and the increasing adoption of ESG principles, especially as governments and companies prioritize a transition to a low-carbon economy. However, its performance may face challenges if technology stocks, which make up a significant portion of its holdings, experience volatility or if regulatory changes impact ESG-focused funds. Broader economic conditions, such as interest rate hikes or a slowdown in U.S. growth, could also influence the ETF's future returns.
SPYX Top 10 Holdings
SPYX is riding a powerful tech wave, with Nvidia, Apple, and Amazon doing much of the heavy lifting as they continue to climb on AI, cloud, and consumer strength. Alphabet’s twin share classes add even more fuel, keeping the fund firmly anchored in Big Tech and communication services. On the flip side, Microsoft looks a bit mixed and Meta has been losing steam lately, tempering some of those gains. Overall, this is a U.S.-centric, large-cap story where a handful of mega-cap tech names largely set the tone for performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.43% | $233.38M | $5.29T | 44.72% | 76 Outperform | |
| Apple | 7.25% | $200.70M | $4.57T | 50.72% | 79 Outperform | |
| Microsoft | 5.04% | $139.62M | $3.18T | -11.42% | 79 Outperform | |
| Amazon | 3.93% | $108.91M | $2.73T | 15.20% | 71 Outperform | |
| Alphabet Class A | 3.45% | $95.50M | $4.49T | 112.19% | 85 Outperform | |
| Broadcom | 3.15% | $87.26M | $1.98T | 56.21% | 76 Outperform | |
| Alphabet Class C | 2.75% | $76.18M | $4.49T | 109.10% | 82 Outperform | |
| Meta Platforms | 2.18% | $60.30M | $1.59T | -15.01% | 76 Outperform | |
| Tesla | 1.87% | $51.71M | $1.57T | 32.48% | 73 Outperform | |
| Micron | 1.78% | $49.29M | $1.12T | 695.88% | 79 Outperform |
SPYX Technical Analysis
Neutral
―
Price Trends
58.36
Positive
57.05
Positive
55.99
Positive
Market Momentum
0.82
Positive
49.58
Neutral
51.00
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPYX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 61.06, equal to the 50-day MA of 58.36, and equal to the 200-day MA of 55.99, indicating a neutral trend. The MACD of 0.82 indicates Positive momentum. The RSI at 49.58 is Neutral, neither overbought nor oversold. The STOCH value of 51.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SPYX.
SPYX Peer Comparison
Comparison Results
Performance Comparison
SPYX
SPDR S&P 500 Fossil Fuel Reserves Free ETF
60.36
11.53
23.61%
PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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JQUA
JPMorgan U.S. Quality Factor ETF
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VONE
Vanguard Russell 1000 ETF
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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: ―
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