CleaRank Financial AI • AI-powered analysis using real-time market data from TwelveData
Analysis reviewed by Roger Wohlner, Financial Journalist. Data refreshed daily. Not financial advice.
The State Street SPDR Portfolio S&P 500 ETF (SPYM) aims to mirror the performance of the S&P 500 Index, representing the large-capitalization segment of the U.S. equity market. The fund employs a representative sampling strategy, investing at least 80% of its assets in index securities, holding approximately 507 stocks. Its top holdings include NVIDIA Corp (7.71%), Apple Inc (6.81%), and Microsoft Corp (6.10%), with the top 10 comprising about 39% of the portfolio. SPYM is noted for its ultralow net expense ratio of 0.02%, managing over $97 billion in assets, making it a cost-effective choice for broad U.S. large-cap exposure across diversified sectors like technology, consumer discretionary, and financials. Rebranded in 2025, the ETF is designed for long-term strategies seeking market performance with minimal costs and quarterly dividend distributions.
SPYM at a glance
State Street SPDR Portfolio S&P 500 ETF (SPYM): Buy, 78/100 on CleaRank's AI score.
TrendUp: the price is above both its 50- and 200-day moving averages ($90.44 and $85.22).
FundExpense ratio 0.02%, $173.6B in net assets, +15.7% total return over 1 year.
As of October 14, 2026, State Street SPDR Portfolio S&P 500 ETF (SPYM) trades at $90.58. The 14-day RSI (daily closes) is 50, in neutral territory, and the price is above its 50-day simple moving average of $90.44.
Figures as of October 14, 2026.
Only on CleaRank
Figures we compute ourselves from SPYM's own price history. Tap one to see it in context.
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
$173.63B
NAV
$91.69
Distribution yield
1.02%
YTD return
12.72%
Turnover
3.00%
Sector weights
Technology40.5%
Financial Services11.2%
Communication Services10.0%
Healthcare9.3%
Consumer Cyclical8.7%
Industrials7.5%
Other12.9%
Trailing total returns
Period
SPYM
YTD
12.72%
1 month
-0.35%
3 months
2.30%
1 year
15.71%
3 years
22.85%
5 years
13.76%
10 years
15.32%
As of Oct 14, 2026, SPYM has an expense ratio of 0.02%, $173.63B in net assets and a distribution yield of 1.02%.
Fund reference data as of Oct 14, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change.
SPYM Analysis
AI Analyst Consensus ScoreBuy
SPYM is currently trading above its 50-day simple moving average of $90.44 and its 200-day simple moving average of $85.22, indicating an overall uptrend. The price is trading below its 20-day exponential moving average at $90.77, which is acting as immediate resistance. The 14-day RSI is at 49.76, reflecting neutral momentum. Support can be found at the 50-day SMA, while resistance is noted at the 20-day EMA.
ProTips
The ETF's neutral momentum suggests a holding pattern; look for a break above the 20-day EMA for potential upside confirmation.
Market Outlook
The outlook for SPYM is generally positive, driven by its tracking of the S&P 500 and its low cost structure. The ETF is well-positioned to benefit from continued growth in the technology sector, which dominates its holdings. However, any significant rotation out of technology or a broad market downturn could present headwinds. The price trading above key long-term moving averages suggests a constructive trend, though near-term resistance at the 20-day EMA needs to be overcome for further upside.
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)+0.47
Moderate correlation
Gold (XAU)+0.17
Weak correlation
As of October 14, 2026, SPYM's 1-year correlation of daily returns is +1.00 with S&P 500 (SPY), +0.95 with Nasdaq 100 (QQQ), +0.47 with Bitcoin (BTC) and +0.17 with gold (XAU).
Check Custom Correlation
How does any other asset move with SPYM? One year of daily closes, Pearson correlation.
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Key Statistics
Net Assets
173.63B
Expense Ratio
0.0200%
Yield
1.02%
Day High
$91.37
Day Low
$90.24
52 Week High
92.00
52 Week Low
74.06
As an ETF tracking the S&P 500 Index, SPYM offers broad exposure to the large-cap U.S. equity market, with technology being the most heavily weighted sector at 40.45%, followed by Financial Services at 11.20% and Communication Services at 9.95%. The fund's ultralow expense ratio of 0.02% translates to a cost of $2.00 per $10,000 invested, making it highly cost-efficient. With net assets totaling over $173.63 billion, SPYM is a substantial vehicle for investors seeking diversified U.S. equity exposure.
Fund Performance Analysis
Its underlying holdings reflect the aggregate earnings trends of the S&P 500. The significant weighting in technology stocks, particularly NVIDIA, Apple, and Microsoft, suggests that the fund's performance is heavily influenced by the earnings power of these large-cap technology giants. The sector's overall earnings growth is a key driver for the fund's returns.
Key Risks
The primary risk for SPYM lies in its concentration within the technology sector, which accounts for over 40% of its assets. A significant downturn in technology stocks could disproportionately impact the ETF's performance. Additionally, as a broad market tracker, SPYM is subject to overall market risk and macroeconomic headwinds that could affect the entire U.S. equity landscape.
Technical Indicators i
RSI (14-day)
49.76
MACD (12, 26)
0.363
SMA (50-day)
90.44
SMA (200-day)
85.22
Technical RatingBullish
RSI
Neutral
SMA Cross
Bullish
Price vs SMA
Bullish
MACD
Bullish
Golden Cross in effect with the 50-day SMA ($90.44) above the 200-day SMA ($85.22), price action is firmly bullish above key moving averages.
As of October 14, 2026, with SPYM at $90.58, its 14-day RSI is 49.8 (neutral territory), its 50-day simple moving average is $90.44 and its 200-day is $85.22.
Calculated by CleaRank on daily closes as of October 14, 2026: Wilder's 14-day RSI, 50- and 200-day simple moving averages, MACD line (12, 26).
SPYM Trade Plans
Specific entry, exit, and risk management levels
Select Your Trade Bias
Risk Tolerance
Conservative2%Aggressive
Portfolio Value
$
Position Size: Enter portfolio size →
Long entry pick an entry style
Conservative
$88.77
2% below current price (Pullback entry)
Lower risk, wait for pullback
Aggressive
$90.58
Buy at current price
Higher risk, immediate entry
Risk Management
STOP LOSS
$86.11
MAX LOSS
-3.0%
Volatility-Adjusted Stop Loss
Calculated based on RSI (49.8) and current market volatility
These levels come from SPYM's moving averages and recent volatility, not from a forecast. Educational levels, not financial advice; the full disclaimer is at the foot of the page.
Growth of $10,000
A $10,000 investment in SPYM in October 2016 would be worth about $36,591 today, compared with about $36,506 for the same investment in the S&P 500 benchmark. This is price change only; dividends paid along the way would add to it.
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SPYM Drawdowns & Recovery
Worst fall, last 10 years
-28.8%
February 2020 to March 2020
Recovery
5 months
back at the old peak by August 2020
From the 10-year high
-1.2%
highest close, October 2026
1-year holds that gained
84%
of every 1-year window
As of October 14, 2026, SPYM's worst peak-to-trough fall over the last 10 years was -28.8% (February 2020 to March 2020); it regained that peak by August 2020, 5 months after the low, and 84% of 1-year holding periods ended with a gain.
From weekly closing values. A drawdown is the fall from the highest value reached so far to a later low.
Monte Carlo Projection (10yr)
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in SPYM today could grow to about $23,543 by 2036 in the base case, with a 90th-percentile outcome near $48,998 and a 10th-percentile outcome around $11,312 (above the amount invested: over ten years most simulated paths of a rising, moderately volatile asset end higher). The simulation models price only; at today's 1.02% yield, dividends would add to these figures. Projections are statistical simulations, not guarantees.
SPYM 2030 Scenarios (Monte Carlo)
CleaRank's simulation projects a price near $128 for SPYM by 2030 in the base case, from $90.58 today (1.4x over 4 years). The 10th-percentile path ends near $80.25. 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
10th percentile
Base case
90th percentile
2027
$78.26
$98.68
$124
2028
$77.46
$107
$149
2029
$78.39
$117
$175
2030
$80.25
$128
$203
2031
$82.77
$139
$233
Method: a lognormal simulation of SPYM's own volatility and capped historical trend, re-run daily; base case is the median path, the outer columns the 10th and 90th percentiles.
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Frequently Asked Questions
What is the expense ratio for the State Street SPDR Portfolio S&P 500 ETF (SPYM)?
The State Street SPDR Portfolio S&P 500 ETF has an expense ratio of 0.02%, costing $2.00 per $10,000 invested. This low cost is a key feature for investors seeking efficient exposure to the S&P 500.
What sectors does SPYM concentrate its holdings in?
SPYM is heavily concentrated in the Technology sector, representing 40.45% of its assets. Other significant sector allocations include Financial Services (11.20%) and Communication Services (9.95%).
What is the dividend yield for SPYM?
The State Street SPDR Portfolio S&P 500 ETF has a dividend yield of 1.02%.
How does SPYM's strategy align with its benchmark?
SPYM seeks to deliver investment results that closely correspond to the total return performance of the S&P 500 Index, employing a representative sampling strategy to invest in securities comprising the index.
Is SPYM in an uptrend?
Yes. State Street SPDR Portfolio S&P 500 ETF (SPYM) trades at $90.58, above both its 50- and 200-day moving averages ($90.44 and $85.22). Its 14-day RSI on daily closes is 49.8, in neutral territory.
What is SPYM's biggest drop in the last 10 years?
State Street SPDR Portfolio S&P 500 ETF (SPYM)'s worst peak-to-trough fall over the last 10 years was -28.8%, from February 2020 to March 2020. It regained that peak by August 2020, 5 months after the low. Over the same period, 84% of 1-year holding periods ended with a gain.
What are SPYM's best and worst months?
Over the last 10 years, April has been SPYM's strongest month on average (+3.45%, rising in 7 of 10 years) and March its weakest (-2.52%, rising in 5 of 10 years). Seasonal averages describe the past and do not predict a given year.
How closely does SPYM move with the stock market?
Over the past year SPYM's daily returns were strongly correlated with the S&P 500 (SPY) (+1.00). Nasdaq 100 (QQQ): +0.95; Bitcoin (BTC): +0.47; Gold (XAU): +0.17. A figure near +1 means the two usually move together; near 0 means little relationship.
What would $10,000 invested in SPYM be worth today?
$10,000 put into SPYM in October 2016 would be worth about $36,591 today, against about $36,506 for the same amount in the S&P 500. That is price change only; distributions would add to it.
What does CleaRank's simulation show for SPYM in 2030?
CleaRank's Monte Carlo simulation, built from SPYM's own historical volatility, puts the 2030 base case near $127.58, with 10th and 90th percentile outcomes of $80.25 and $202.81. It is a range of simulated outcomes, not a price target.
