Spdr Portfolio Sp Etf Profile
| SPLG Etf | USD 58.68 0.20 0.34% |
Performance7 of 100
| Odds Of DistressLess than 9
|
SPDR Portfolio is trading at 58.68 as of the 18th of April 2024. This is a -0.34 percent decrease since the beginning of the trading day. The etf's lowest day price was 58.68. SPDR Portfolio has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for SPDR Portfolio SP are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
Under normal market conditions, the fund generally invests substantially all, but at least 80, of its total assets in the securities comprising the index. SPDR Portfolio is traded on NYSEARCA Exchange in the United States. More on SPDR Portfolio SP
Moving together with SPDR Etf
| 1.0 | VTI | Vanguard Total Stock | PairCorr |
| 0.98 | SPY | SPDR SP 500 | PairCorr |
| 1.0 | IVV | iShares Core SP | PairCorr |
| 0.93 | VIG | Vanguard Dividend | PairCorr |
| 0.97 | VV | Vanguard Large Cap | PairCorr |
| 0.95 | RSP | Invesco SP 500 Sell-off Trend | PairCorr |
| 1.0 | IWB | iShares Russell 1000 | PairCorr |
SPDR Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. SPDR Portfolio's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding SPDR Portfolio or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| President | Michael Riley |
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, SPDR State Street Global Advisors (View all Sectors) |
| Issuer | SSgA |
| Inception Date | 2005-11-08 |
| Benchmark | S&P 500 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 33.02 Billion |
| Average Trading Valume | 9.4 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | SSgA Funds Management, Inc. |
| Advisor | SSgA Funds Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | State Street Global Advisors Funds Distributors, LLC |
| Portfolio Manager | Michael Feehily, Karl Schneider, Eric Viliott |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jul |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 506 |
| Market Maker | IMC |
| Total Expense | 0.03 |
| Management Fee | 0.03 |
| Country Name | USA |
| Returns Y T D | 6.29 |
| Name | SPDR Portfolio SP 500 ETF |
| Currency Code | USD |
| Open Figi | BBG000KMT5K3 |
| In Threey Volatility | 17.59 |
| 1y Volatility | 13.6 |
| 200 Day M A | 54.7719 |
| 50 Day M A | 60.037 |
| Code | SPLG |
| Updated At | 17th of April 2024 |
| Currency Name | US Dollar |
SPDR Portfolio SP [SPLG] is traded in USA and was established 2005-11-08. The fund is listed under Large Blend category and is part of SPDR State Street Global Advisors family. The entity is thematically classified as Size And Style ETFs. SPDR Portfolio SP at this time have 12.95 B in assets. , while the total return for the last 3 years was 8.1%.
Check SPDR Portfolio Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SPDR Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SPDR Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as SPDR Portfolio SP Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top SPDR Portfolio SP Etf Constituents
| WFC | Wells Fargo | Stock | Financials |
| BAC | Bank of America | Stock | Financials |
| MSFT | Microsoft | Stock | Information Technology |
| XOM | Exxon Mobil Corp | Stock | Energy |
| V | Visa Class A | Stock | Financials |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| PG | Procter Gamble | Stock | Consumer Staples |
SPDR Portfolio Target Price Odds Analysis
In reference to a normal probability distribution, the odds of SPDR Portfolio jumping above the current price in 90 days from now is about 61.54%. The SPDR Portfolio SP probability density function shows the probability of SPDR Portfolio etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days SPDR Portfolio has a beta of 0.9853. This usually implies SPDR Portfolio SP market returns are reactive to returns on the market. As the market goes up or down, SPDR Portfolio is expected to follow. Additionally, sPDR Portfolio SP has an alpha of 0.0268, implying that it can generate a 0.0268 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of SPDR Portfolio to move above the current price in 90 days from now is about 61.54 (This SPDR Portfolio SP probability density function shows the probability of SPDR Etf to fall within a particular range of prices over 90 days) .
SPDR Portfolio Top Holders
| ETFZX | Stadion Tactical Defensive | Mutual Fund | Tactical Allocation |
| ETFRX | Stadion Tactical Defensive | Mutual Fund | Tactical Allocation |
| ASTLX | Astor Longshort Fund | Mutual Fund | Tactical Allocation |
| ETFWX | Stadion Tactical Defensive | Mutual Fund | Tactical Allocation |
| ASTIX | Astor Longshort Fund | Mutual Fund | Tactical Allocation |
| ATACX | Atac Inflation Rotation | Mutual Fund | Tactical Allocation |
| ASTZX | Astor Longshort Fund | Mutual Fund | Tactical Allocation |
SPDR Portfolio SP Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. SPDR Portfolio market risk premium is the additional return an investor will receive from holding SPDR Portfolio long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in SPDR Portfolio. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although SPDR Portfolio's alpha and beta are two of the key measurements used to evaluate SPDR Portfolio's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0722 | |||
| Jensen Alpha | 0.0268 | |||
| Total Risk Alpha | 0.0192 | |||
| Sortino Ratio | 0.037 |
SPDR Portfolio Against Markets
Picking the right benchmark for SPDR Portfolio etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in SPDR Portfolio etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for SPDR Portfolio is critical whether you are bullish or bearish towards SPDR Portfolio SP at a given time. Please also check how SPDR Portfolio's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in SPDR Portfolio without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy SPDR Etf?
Before investing in SPDR Portfolio, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in SPDR Portfolio. To buy SPDR Portfolio etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of SPDR Portfolio. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase SPDR Portfolio etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located SPDR Portfolio SP etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased SPDR Portfolio SP etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as SPDR Portfolio SP, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy SPDR Etf please use our How to Invest in SPDR Portfolio guide.
Already Invested in SPDR Portfolio SP?
The danger of trading SPDR Portfolio SP is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of SPDR Portfolio is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than SPDR Portfolio. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile SPDR Portfolio SP is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether SPDR Portfolio SP is a strong investment it is important to analyze SPDR Portfolio's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact SPDR Portfolio's future performance. For an informed investment choice regarding SPDR Etf, refer to the following important reports: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SPDR Portfolio SP. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
The market value of SPDR Portfolio SP is measured differently than its book value, which is the value of SPDR that is recorded on the company's balance sheet. Investors also form their own opinion of SPDR Portfolio's value that differs from its market value or its book value, called intrinsic value, which is SPDR Portfolio's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SPDR Portfolio's market value can be influenced by many factors that don't directly affect SPDR Portfolio's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SPDR Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if SPDR Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SPDR Portfolio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.