Spdr

Screening Filters

1. names: ['SPDR']

   • Purpose: Restrict the search specifically to SPDR-branded ETFs.
   • Rationale: The user explicitly asked about “SPDR ETFs.” Many ETFs exist from different issuers (Vanguard, iShares, etc.), so this filter ensures the results are SPDR products only, directly matching the brand of interest.

2. themes: ['Large Cap Blend Equities', 'Large Cap Value Equities', 'Large Cap Growth Equities', 'Total Bond Market', 'Government Bonds', 'Emerging Markets Equities', 'Foreign Large Cap Equities']

   • Purpose: Focus on core, widely used SPDR ETFs across major asset classes and styles.
   • Rationale: SPDR offers hundreds of niche and sector funds. By selecting broad themes (large-cap U.S. equity, core bond, government bonds, emerging markets, foreign large-cap), the screener is likely surfacing the flagship, most representative SPDR ETFs—the ones most relevant for general “information or analysis regarding SPDR ETFs,” rather than obscure or ultra-specialized products.

3. expense_ratio: {'max': '0.20' }

   • Purpose: Limit results to relatively low-cost SPDR ETFs.
   • Rationale: SPDR’s most important and widely used funds tend to be competitively priced. By capping expense ratios at 0.20%, the screener filters out higher-cost, more niche strategies and focuses on the more mainstream, cost-efficient ETFs that investors typically consider first.

4. inception_date: {'max': '2020-01-01' }

   • Purpose: Include only SPDR ETFs that have been around at least since early 2020.
   • Rationale: ETFs with longer histories provide more data (performance through multiple market environments, liquidity patterns, tracking quality). For a general information/analysis request, established funds are more informative than very new launches that lack a track record.

5. monthly_average_dollar_volume: {'min': '500000' }

   • Purpose: Ensure selected SPDR ETFs have sufficient trading liquidity (≥ $500k average dollar volume per month).
   • Rationale: Thinly traded ETFs can have wide bid–ask spreads and may not be practical for many investors. Liquidity is a key practical consideration, so this filter steers the results toward SPDR ETFs that are actively used and easier to trade, making them more relevant for analysis and discussion.

Why Results Match the User’s Request

• The name filter guarantees that the output consists specifically of SPDR-branded ETFs, exactly what was requested.
• The theme, expense ratio, inception date, and liquidity filters narrow this universe down to established, core, liquid, and low-cost SPDR funds, which are the most informative and practically relevant candidates when someone asks for “information or analysis regarding SPDR ETFs,” rather than every obscure product in the lineup.