(SPTM) SPDR Portfolio S&P 1500 - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US78464A8053 • Large Blend
SPTM: Large Stocks, Mid Stocks, Small Stocks, US Equity
The SPDR® Portfolio S&P 1500 Composite Stock Market ETF (NYSE ARCA:SPTM) is a cost-effective exchange-traded fund designed to provide exposure to the broad U.S. equity market by tracking the performance of the S&P 1500 Composite Index. Under normal market conditions, the fund invests at least 80% of its total assets in the securities that make up the index, ensuring high levels of diversification across market capitalization sizes. The S&P 1500 Composite Index is a market-capitalization-weighted index that combines the S&P 500 (large-cap), S&P MidCap 400 (mid-cap), and S&P SmallCap 600 (small-cap) indices, representing approximately 90% of the U.S. equity markets capitalization. This structure allows the fund to capture the performance of the entire U.S. equity market spectrum, from large, established companies to smaller, growth-oriented firms.
The fund is classified as a Large Blend ETF, reflecting its emphasis on market-capitalization-weighted exposure across large-cap stocks, with smaller allocations to mid- and small-cap stocks. It is listed on the NYSE ARCA exchange under the ticker symbol SPTM and is managed by State Street Global Advisors. With an AUM of $9.65 billion, the fund is widely recognized for its liquidity and efficiency in tracking its underlying index. Its expense ratio is among the lowest in its category, making it a popular choice for investors seeking low-cost, broad market exposure.
Additional Sources for SPTM ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SPTM ETF Overview
Market Cap in USD | 8,965m |
Category | Large Blend |
TER | 0.03% |
IPO / Inception | 2000-10-04 |
SPTM ETF Ratings
Growth Rating | 73.9 |
Fundamental | - |
Dividend Rating | 56.1 |
Rel. Strength | -0.85 |
Analysts | - |
Fair Price Momentum | 62.88 USD |
Fair Price DCF | - |
SPTM Dividends
Dividend Yield 12m | 1.37% |
Yield on Cost 5y | 2.90% |
Annual Growth 5y | 4.99% |
Payout Consistency | 97.3% |
SPTM Growth Ratios
Growth Correlation 3m | -88.9% |
Growth Correlation 12m | 52.8% |
Growth Correlation 5y | 83.6% |
CAGR 5y | 15.96% |
CAGR/Max DD 5y | 0.66 |
Sharpe Ratio 12m | 1.39 |
Alpha | -0.91 |
Beta | 0.995 |
Volatility | 38.12% |
Current Volume | 1374.9k |
Average Volume 20d | 1237.3k |
As of May 01, 2025, the stock is trading at USD 67.34 with a total of 1,374,886 shares traded.
Over the past week, the price has changed by +3.49%, over one month by -0.99%, over three months by -7.99% and over the past year by +10.92%.
Yes. Based on ValueRay Analyses, SPDR Portfolio S&P 1500 (NYSE ARCA:SPTM) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 73.89 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 May 2025 is 62.88. This means that SPTM is currently overvalued and has a potential downside of -6.62%.
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 72.2 in May 2026. The stock is currently trading at 67.34. This means that the stock has a potential upside of +7.23%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 72.2 | 7.2% |