(SPTM) SPDR Portfolio S&P 1500 - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US78464A8053 • Large Blend
SPTM: Large-Cap Stocks, Mid-Cap Stocks, Small-Cap Stocks
The SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) is designed to provide exposure to the U.S. equity market across all capitalization segments—large-, mid-, and small-cap stocks. Under normal market conditions, the fund invests at least 80% of its total assets in the securities that make up its underlying index, ensuring a high level of representation.
The ETF tracks the S&P 1500 Composite Index, which combines the S&P 500 (large-cap), S&P MidCap 400, and S&P SmallCap 600 indices. This structure offers a comprehensive view of the U.S. stock market, capturing approximately 90% of the market capitalization of publicly traded companies in the country. By holding a mix of large, established firms and smaller, potentially faster-growing companies, the fund provides diversification across market caps.
For investors seeking broad market exposure, SPTM is an efficient way to gain access to 1,500 constituent companies through a single ticker. It is particularly suitable for buy-and-hold investors looking to mirror the performance of the U.S. equity market without the need to select individual stocks. The fund’s expense ratio of 0.03% makes it one of the lowest-cost options for broad market exposure.
With an AUM of over $10 billion, SPTM is a well-established ETF, indicating strong investor interest and liquidity. The fund is domiciled in the United States, which is an important consideration for investors evaluating tax implications and regulatory environments.
Additional Sources for SPTM ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SPTM ETF Overview
Market Cap in USD | 10,089m |
Category | Large Blend |
TER | 0.03% |
IPO / Inception | 2000-10-04 |
SPTM ETF Ratings
Growth 5y | 79.7% |
Fundamental | - |
Dividend | 55.5% |
Rel. Strength Industry | -0.71 |
Analysts | - |
Fair Price Momentum | 69.98 USD |
Fair Price DCF | - |
SPTM Dividends
Dividend Yield 12m | 1.30% |
Yield on Cost 5y | 2.48% |
Annual Growth 5y | 4.93% |
Payout Consistency | 97.3% |
SPTM Growth Ratios
Growth Correlation 3m | 29.3% |
Growth Correlation 12m | 95.5% |
Growth Correlation 5y | 84.1% |
CAGR 5y | 14.61% |
CAGR/Max DD 5y | 0.46 |
Sharpe Ratio 12m | 1.11 |
Alpha | -0.74 |
Beta | 1.00 |
Volatility | 11.09% |
Current Volume | 306.2k |
Average Volume 20d | 471.5k |
As of February 22, 2025, the stock is trading at USD 72.94 with a total of 306,221 shares traded.
Over the past week, the price has changed by -1.74%, over one month by -0.88%, over three months by +0.82% and over the past year by +21.34%.
Yes. Based on ValueRay Analyses, SPDR Portfolio S&P 1500 (NYSE ARCA:SPTM) is currently (February 2025) a good stock to buy. It has a ValueRay Growth Rating of 79.72 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SPTM as of February 2025 is 69.98. This means that SPTM is currently overvalued and has a potential downside of -4.06%.
SPDR Portfolio S&P 1500 has no consensus analysts rating.
According to ValueRays Forecast Model, SPTM SPDR Portfolio S&P 1500 will be worth about 84 in February 2026. The stock is currently trading at 72.94. This means that the stock has a potential upside of +15.14%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 84 | 15.1% |