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As of September 11, 2026, State Street SPDR Portfolio S&P 500 ETF (SPYM) trades at $89.21. RSI at 45 is in neutral territory, and the price is below its 50-day average of $89.25.

State Street SPDR Portfolio S&P 500 ETF (SPYM)

State Street SPDR Portfolio S&P 500 ETF NASDAQ

$89.21 -0.5400 (-0.60%)
Latest Price
AI Analyst Consensus
Hold
55 / 100
The State Street SPDR Portfolio S&P 500 ETF (SPYM) aims to mirror the performance of the S&P 500 Index, a benchmark for U.S. large-cap equities. The fund employs a representative sampling strategy, holding approximately 507 stocks to achieve this goal, with top holdings including NVIDIA Corp (7.71%), Apple Inc (6.81%), and Microsoft Corp (6.10%). These top 10 holdings constitute about 39% of the portfolio, indicating a degree of concentration in mega-cap technology and growth stocks. SPYM offers broad U.S. large-cap exposure across diversified sectors, with Technology being the largest at 38.69%, followed by Financial Services at 12.06%. The ETF was rebranded in 2025 and is known for its ultralow net expense ratio of 0.02%, managing over $171 billion in assets under management, making it a cost-efficient vehicle for long-term investors seeking market performance.

SPYM Price Analysis

Market Metrics

Open
$89.23
Day Range
$89.07 to $89.47
Prev Close
$89.75
Volume
18.26M
52-Week Range
$74.06 to $91.74

SPYM Fund Facts

State Street SPDR Portfolio S&P 500 ETF is an exchange-traded fund launched in November 2005 by State Street Global Advisors. It seeks to deliver investment results that closely correspond to the total return performance of the S&P 500 Index, which measures the large-capitalization segment of the U.S. equity market, before fees and expenses. Employing a representative sampling strategy, the fund invests at least 80% of its assets in securities comprising the index, holding approximately 507 stocks rather than replicating the full benchmark.

Issuer
State Street Investment Management
Category
Large Blend
Inception
Nov 8, 2005
Expense ratio
0.02%
Net assets
$171.26B
NAV
$89.72
Distribution yield
1.01%
YTD return
13.12%
Turnover
3.00%

Sector weights

Energy 3.5%
Utilities 2.0%
Healthcare 9.3%
Realestate 1.8%
Technology 38.7%
Industrials 7.8%

Trailing returns vs category

Period SPYM Category
YTD 13.12% 5.14%
1 month 2.72% 9.43%
3 months 1.67% 3.42%
1 year 20.35% 27.72%
3 years 21.01% 19.34%
5 years 12.76% 11.20%
10 years 15.37% 13.77%

Fund reference data as of Sep 11, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change.

SPYM Analysis

AI Technical Analysis Hold
SPYM is currently trading below its 20-day and 50-day exponential moving averages, with the 50-day SMA at 89.25 and the 20-day EMA at 90.06. The price is above its 200-day SMA of 83.99, suggesting a longer-term uptrend remains intact. The Relative Strength Index (RSI) is at 45.03, indicating neutral momentum. The Stochastic indicator is at 6.36, suggesting the ETF is in oversold territory. The MACD is slightly positive at 0.1468, hinting at mild bullish momentum. Support is found near the 50-day SMA, while resistance may be encountered near the 20-day EMA.
ProTips
  • Consider the ultralow expense ratio of 0.02% for cost-efficient S&P 500 exposure.
  • Monitor the Technology sector's performance, as it represents a significant portion of SPYM's holdings.
  • Compare SPYM's performance against its category average to assess relative strength.
Market Outlook
The outlook for SPYM is neutral to slightly cautious in the short term, given its current trading range and neutral momentum indicators. The ETF is trading below its short-term moving averages, but remains above the longer-term 200-day SMA. The S&P 500 Index, which SPYM tracks, is heavily influenced by technology sector performance and overall market sentiment. A sustained rotation into value sectors or a broader market downturn could pressure SPYM. Conversely, a rebound in technology stocks or a general market rally could push the ETF higher, potentially testing its recent resistance levels.

Market Correlations

How this etf moves relative to other assets

Based on 1 year of daily price data. Correlations may vary over different time periods.

S&P 500 (SPY) +1.00
Strong correlation
Nasdaq 100 (QQQ) +0.95
Strong correlation
Bitcoin (BTC) +0.39
Weak correlation
Gold (XAU) +0.15
Weak correlation
Check Custom Correlation

Key Statistics

Yield 1.02%
Day High $89.47
Day Low $89.07
52 Week High 91.74
52 Week Low 74.06
The State Street SPDR Portfolio S&P 500 ETF (SPYM) tracks the S&P 500 Index, representing the large-capitalization segment of the U.S. equity market. The fund's sector allocation shows a significant concentration in Technology (38.69%), followed by Financial Services (12.06%) and Communication Services (9.50%). This concentration reflects the current market leadership within the S&P 500. With over $171 billion in net assets, SPYM is a substantial fund. Its ultralow expense ratio of 0.02% is a key feature, minimizing costs for investors. The fund's strategy involves investing at least 80% of its assets in index securities, providing broad market exposure with efficient management.

Earnings & Growth Analysis

Its underlying holdings, which track the S&P 500, are influenced by corporate earnings trends. Recent earnings reports for key constituents like NVIDIA and Apple have shown mixed results. For example, one recent earnings report showed an EPS of $0.30 against an estimate of $0.30 with no surprise, and a price change of 1.24%. Another report indicated an EPS of $1.16 versus an estimate of $1.30, a surprise of -10.77%, followed by a price change of -1.69%. These individual company results contribute to the overall performance and volatility of the S&P 500 Index and, consequently, SPYM.

Key Risks

The primary risk for SPYM lies in its concentration within the Technology sector, which is subject to higher volatility and potential regulatory scrutiny. Given that the top 10 holdings comprise approximately 39% of the portfolio, any significant downturn in these mega-cap stocks could disproportionately impact the ETF's performance. Also, the recent underperformance of SPYM compared to its category average over the past year suggests potential headwinds or a rotation out of large-cap growth stocks.

Technical Indicators i

RSI (14) 45.03
MACD 0.15
SMA 50 89.25
SMA 200 83.99
Technical Rating Neutral
RSI
Neutral
SMA Cross
Bullish
Price vs SMA
Bearish
MACD
Bullish
Golden Cross in effect with the 50-day SMA ($89.25) above the 200-day SMA ($83.99), price is trading below the 50-day SMA.

SPYM Trade Plans

Specific entry, exit, and risk management levels

Select Your Trade Bias
Risk Tolerance
Conservative 2% Aggressive
Portfolio Value
$
Position Size: Enter portfolio size →

Entry Strategies (click to switch)

CONSERVATIVE
$88.32
Slight discount to current
Wait for small dip
AGGRESSIVE
$89.21
At current price
Enter now if confident

Risk Management

STOP LOSS
$85.67
MAX LOSS
-3.0%
Volatility-Adjusted Stop Loss
Calculated based on RSI (45.0) and current market volatility

Profit Targets (Based on Conservative Entry)

TARGET 1
$90.97
+3% (Conservative)
+2.0% (Aggressive)
TARGET 2
$92.73
+5% (Conservative)
+4.0% (Aggressive)
TARGET 3
$95.38
+8% (Conservative)
+6.9% (Aggressive)
Consider scaling out: Take 50% profit at Target 1, 30% at Target 2, let 20% run to Target 3
ℹ️ ETF Investment Disclaimer
This AI-generated analysis of SPYM is for educational purposes only and does not constitute investment advice. ETFs are subject to market risk including possible loss of principal. Performance depends on the underlying index or assets tracked. Read the fund prospectus before investing. Past performance does not guarantee future results. Generated on September 11, 2026.

Growth of $10,000

A $10,000 investment in SPYM in September 2016 would be worth about $35,139 today, compared with about $35,030 for the same investment in the S&P 500 benchmark.

Compare with Another Ticker

Monte Carlo Projection (10yr)

CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in SPYM today could grow to about $26,420 by 2036 in the base case, with a bull case near $55,011 and a bear case around $12,688. Projections are statistical simulations, not guarantees.

SPYM ETF Price Prediction: 2030

CleaRank's simulation projects a price near $132 for SPYM by 2030 in the base case, from $89.21 today (1.5x over 4 years). The downside path ends near $82.74. These are outcomes of a Monte Carlo simulation run on SPYM's historical return distribution, not price targets, and they assume no dividends are reinvested.

SPYM simulated price paths by year
Year Downside (10th pct) Base case Upside (90th pct)
2027 $77.96 $98.31 $124
2028 $78.05 $108 $150
2029 $79.90 $119 $178
2030 $82.74 $132 $209
2031 $86.33 $145 $244
2032 $90.54 $160 $282
2033 $95.34 $176 $325
2034 $101 $194 $374
2035 $107 $214 $429
2036 $113 $236 $491

Method: 10,000 simulated price paths using SPYM's historical volatility and drift, re-run daily. The base case is the median path; the two outer columns are the 10th and 90th percentile outcomes, which widen with time because uncertainty compounds. Simulations are not guarantees, and past volatility does not predict future returns. This is analysis, not investment advice.

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Frequently Asked Questions

What is the expense ratio for the State Street SPDR Portfolio S&P 500 ETF (SPYM)?
The expense ratio for SPYM is 0.02%. This means that for every $10,000 invested, the annual cost is $2.00.
What sectors does the State Street SPDR Portfolio S&P 500 ETF (SPYM) hold?
SPYM is heavily concentrated in Technology, representing 38.69% of its holdings. Other significant sectors include Financial Services (12.06%), Communication Services (9.50%), Consumer Cyclical (9.31%), and Healthcare (9.28%).
What is the distribution yield for SPYM?
The distribution yield for SPYM is approximately 1.02%.
How has SPYM performed against its category over the past year?
Over the past year, SPYM returned 20.35% while its category returned 27.72%, indicating underperformance against its peers.
What are the key risks associated with investing in SPYM?
Key risks include concentration in the Technology sector, potential underperformance relative to its category, and the general market risk associated with tracking the S&P 500 Index.
What is the price prediction for SPYM ETF in 2030?
Based on Monte Carlo simulations, the base case price for SPYM in 2030 is $131.58. The downside scenario projects a price of $82.74, while the upside scenario reaches $209.24. These are statistical outcomes, not guarantees.
How does SPYM's strategy align with the S&P 500 Index?
SPYM seeks to deliver investment results that closely correspond to the total return performance of the S&P 500 Index. It achieves this by investing at least 80% of its assets in securities comprising the index, employing a representative sampling strategy.

Disclaimer: CleaRank.com is a financial data and analytics provider, not a registered investment advisor, broker-dealer, or financial regulatory body. The ETF analysis and AI-generated insights presented for SPYM are for educational and informational purposes only and do not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. ETFs are subject to market risk, including the possible loss of principal. ETF performance depends on the underlying index or assets it tracks, and past performance does not guarantee future results. Expense ratios, tracking error, and liquidity vary by fund. All trade setups and performance metrics shown are hypothetical, hindsight-based, and simulated. Market data is provided "as-is" and may be delayed by 15 minutes or more. Investors should read the fund prospectus carefully before investing. Consult a qualified financial advisor for personalized guidance. Analysis generated on September 11, 2026.