(SPTM) Portfolio S&P 1500 - NYSE

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 13.444m USD | Total Return: 26.9% in 12m

Large-Cap Equities, Mid-Cap Equities, Small-Cap Equities
Total Rating 60
Safety 37
Buy Signal -0.27
Large Blend
Category Rotation: -9.4
TER: 0.03%
AUM: 13.4B
Avg Turnover: 47.3M
Risk 3d forecast
Volatility16.9%
VaR 5th Pctl3.19%
VaR vs Median4.56%
Reward TTM
Sharpe Ratio1.64
Rel. Str. IBD58.4
Rel. Str. Peer Group56.7
Character TTM
Beta0.994
Beta Downside0.998
Hurst Exponent0.515
Drawdowns 3y
Max DD18.87%
CAGR/Max DD1.13
CAGR/Mean DD10.02

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SPTM Portfolio S&P 1500

The SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) seeks to track the performance of the broad U.S. equity market by investing at least 80% of its assets in the S&P 1500 Composite Index. This underlying index aggregates the S&P 500, S&P MidCap 400, and S&P SmallCap 600 to provide exposure across large-, mid-, and small-capitalization tiers.

By utilizing a composite structure, the fund captures approximately 90% of the total U.S. market capitalization, offering a more comprehensive representation of domestic economic activity than large-cap exclusive funds. The inclusion of small- and mid-cap companies introduces exposure to businesses that often exhibit higher growth potential but greater volatility compared to established blue-chip entities. Investors can further examine these specific holdings and valuation metrics on ValueRay.

As a Large Blend ETF, the fund maintains a diversified business model that spans all major economic sectors, including Technology, Healthcare, and Financials. This structure reduces idiosyncratic risk by ensuring the portfolio is not overly dependent on the performance of a single market segment or company size.

Headlines to Watch Out For
  • Federal Reserve interest rate policy dictates broad equity valuation multiples
  • Corporate earnings growth across S&P 500 constituents drives index appreciation
  • U.S. GDP growth supports mid and small-cap cyclical revenue expansion
  • Equity market volatility influences investor inflows and total assets under management
What is the price of SPTM shares?

As of June 20, 2026, the stock is trading at USD 90.91 with a total of 446,102 shares traded.
Over the past week, the price has changed by +1.37%, over one month by +1.71%, over three months by +13.54% and over the past year by +26.94%.

Is SPTM a buy, sell or hold?

Portfolio S&P 1500 has no consensus analysts rating.