Consumer Staples Select Etf Profile

XLP Etf  USD 83.22  0.42  0.51%   

Performance

0 of 100

 
Weak
 
Strong
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Odds Of Distress

Less than 9

 
High
 
Low
Low
Consumer Staples is selling at 83.22 as of the 30th of November 2024; that is 0.51 percent increase since the beginning of the trading day. The etf's last reported lowest price was 82.67. Consumer Staples has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Consumer Staples Select are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
In seeking to track the performance of the index, the fund employs a replication strategy. SP 500 is traded on NYSEARCA Exchange in the United States. More on Consumer Staples Select

Moving together with Consumer Etf

  0.82VDC Vanguard Consumer StaplesPairCorr
  0.96IYK iShares Consumer StaplesPairCorr
  0.86KXI iShares Global ConsumerPairCorr
  0.64FSTA Fidelity MSCI ConsumerPairCorr
  0.86FTXG First Trust NasdaqPairCorr

Moving against Consumer Etf

  0.61EOS Eaton Vance EnhancedPairCorr
  0.5BTC Grayscale Bitcoin MiniPairCorr
  0.48VBK Vanguard Small CapPairCorr
  0.47XOP SPDR SP OilPairCorr
  0.37MAPP Harbor ETF TrustPairCorr
  0.36EVUS iShares ESG AwarePairCorr

Consumer Etf Highlights

ChairmanGeorge Gaspari
Thematic Ideas
(View all Themes)
Business ConcentrationConsumer Staples ETFs, Sector ETFs, Consumer Defensive, SPDR State Street Global Advisors (View all Sectors)
IssuerSSgA
Inception Date1998-12-16
BenchmarkS&P Consumer Staples Select Sector Index
Entity TypeRegulated Investment Company
Asset Under Management16.79 Billion
Average Trading Valume9.28 Million
Asset TypeEquity
CategorySector
FocusConsumer Staples
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorSSgA Funds Management, Inc.
CustodianState Street Bank and Trust Company
DistributorALPS Portfolio Solutions Distributor, Inc.
Portfolio ManagerMike Feehily, Karl Schneider, David Chin
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Sep
ExchangeNYSE Arca, Inc.
Number of Constituents61.0
Market MakerIMC
Total Expense0.09
Management Fee0.03
Country NameUSA
Returns Y T D17.27
NameConsumer Staples Select Sector SPDR Fund
Currency CodeUSD
Open FigiBBG000BJ10N8
In Threey Volatility13.97
1y Volatility8.56
200 Day M A78.451
50 Day M A81.49
CodeXLP
Updated At29th of November 2024
Currency NameUS Dollar
Consumer Staples Select [XLP] is traded in USA and was established 1998-12-16. The fund is classified under Consumer Defensive category within SPDR State Street Global Advisors family. The entity is thematically classified as Consumer Staples ETFs. Consumer Staples Select at this time have 14.4 B in net assets. , while the total return for the last 3 years was 7.5%.
Check Consumer Staples 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 Consumer Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Consumer 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 Consumer Staples Select 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 Consumer Staples Select Etf Constituents

WBAWalgreens Boots AllianceStockConsumer Staples
CLColgate PalmoliveStockConsumer Staples
COSTCostco Wholesale CorpStockConsumer Staples
ELEstee Lauder CompaniesStockConsumer Staples
KMBKimberly ClarkStockConsumer Staples
KOThe Coca ColaStockConsumer Staples
MDLZMondelez InternationalStockConsumer Staples
MOAltria GroupStockConsumer Staples
More Details

Consumer Staples Top Holders

MPRONorthern LightsEtfModerate Allocation
TDSBCabana Target DrawdownEtfTactical Allocation
CSPGXAstor Star FundMutual FundTactical Allocation
BUYWMain Buywrite ETFEtfDerivative Income
HTDCXHanlon Tactical DividendMutual FundTactical Allocation
OWSMXOld Westbury SmallMutual FundWorld Small/Mid Stock
SDRCXSwan Defined RiskMutual FundOptions Trading
HTDIXHanlon Tactical DividendMutual FundTactical Allocation
More Details

Consumer Staples Select 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 Consumer Staples. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Consumer Staples Against Markets

When determining whether Consumer Staples Select is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Consumer Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Consumer Staples Select Etf. Highlighted below are key reports to facilitate an investment decision about Consumer Staples Select Etf:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Consumer Staples Select. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of Consumer Staples Select is measured differently than its book value, which is the value of Consumer that is recorded on the company's balance sheet. Investors also form their own opinion of Consumer Staples' value that differs from its market value or its book value, called intrinsic value, which is Consumer Staples' 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 Consumer Staples' market value can be influenced by many factors that don't directly affect Consumer Staples' 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 Consumer Staples' value and its price as these two are different measures arrived at by different means. Investors typically determine if Consumer Staples is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Consumer Staples' 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.