Spdr Portfolio Sp Etf Profile
| SPYG Etf | USD 86.58 0.57 0.65% |
Performance9 of 100
| Odds Of DistressLess than 9
|
SPDR Portfolio is trading at 86.58 as of the 28th of November 2024. This is a 0.65 percent decrease since the beginning of the trading day. The etf's lowest day price was 86.1. 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 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund generally invests substantially all, but at least 80, of its total assets in the securities comprising the index. SPDR SP is traded on NYSEARCA Exchange in the United States. More on SPDR Portfolio SP
Moving together with SPDR Etf
SPDR Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | SPDR Portfolio S&P 500 Growth ETF |
| Business Concentration | Tech Growth, Size And Style ETFs, Large Cap ETFs, Large Growth, SPDR State Street Global Advisors (View all Sectors) |
| Issuer | SSgA |
| Inception Date | 2000-09-25 |
| Benchmark | S&P 500 Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 32.94 Billion |
| Average Trading Valume | 2.92 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, Mark Krivitsky |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 267 |
| Market Maker | IMC |
| Total Expense | 0.04 |
| Management Fee | 0.04 |
| Country Name | USA |
| Returns Y T D | 34.57 |
| Name | SPDR Portfolio SP 500 Growth ETF |
| Currency Code | USD |
| Open Figi | BBG000BLH653 |
| In Threey Volatility | 19.93 |
| 1y Volatility | 13.27 |
| 200 Day M A | 77.9394 |
| 50 Day M A | 84.1598 |
| Code | SPYG |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
SPDR Portfolio SP [SPYG] is traded in USA and was established 2000-09-25. The fund is listed under Large Growth category and is part of SPDR State Street Global Advisors family. The entity is thematically classified as Tech Growth. SPDR Portfolio SP at this time have 12 B in assets. , while the total return for the last 3 years was 8.2%.
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
| JNJ | Johnson Johnson | Stock | Health Care | |
| MRK | Merck Company | Stock | Health Care | |
| PFE | Pfizer Inc | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials |
SPDR Portfolio Top Holders
| SQEW | Two Roads Shared | Etf | Mid-Cap Blend | |
| ARAAX | Horizon Active Risk | Mutual Fund | Tactical Allocation | |
| ARANX | Horizon Active Risk | Mutual Fund | Tactical Allocation | |
| ACRIX | Horizon Active Risk | Mutual Fund | Tactical Allocation | |
| RHRX | Starboard Investment Trust | Etf | Tactical Allocation | |
| NAVAX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity | |
| NAVCX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity | |
| NAVIX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity |
SPDR Portfolio SP Risk Profiles
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.
| Risk Adjusted Performance | 0.0933 | |||
| Jensen Alpha | 0.0057 | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0) |
SPDR Portfolio Against Markets
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 closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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.