Spdr Portfolio Tips Etf Profile

SPIP Etf  USD 25.58  0.11  0.43%   

Performance

16 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 9

 
High
 
Low
Low
SPDR Portfolio is selling at 25.58 as of the 15th of July 2024; that is 0.43 percent up since the beginning of the trading day. The etf's last reported lowest price was 25.51. SPDR Portfolio has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for SPDR Portfolio TIPS are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of January 2024 and ending today, the 15th of July 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 and in securities that the adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. More on SPDR Portfolio TIPS

Moving together with SPDR Etf

  0.99TIP iShares TIPS BondPairCorr
  0.98JCPI JPMorgan InflationPairCorr
  0.99TDTF FlexShares iBoxx 5PairCorr
  0.97LTPZ PIMCO 15 YearPairCorr

Moving against SPDR Etf

  0.94FLTN Rareview CapitalPairCorr
  0.86CPII Ionic Inflation ProtPairCorr

SPDR Etf Highlights

Thematic IdeaTips ETFs (View all Themes)
Business ConcentrationTips ETFs, Inflation-Protected Bond, SPDR State Street Global Advisors (View all Sectors)
IssuerSSgA
Inception Date2007-05-25
BenchmarkBloomberg U.S. Government Inflation-Linked Bond Index
Entity TypeRegulated Investment Company
Asset Under Management1.01 Billion
Asset TypeFixed Income
CategoryU.S. Government
FocusTIPS
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorSSgA Funds Management, Inc.
AdvisorSSgA Funds Management, Inc.
CustodianState Street Bank and Trust Company
DistributorState Street Global Advisors Funds Distributors, LLC
Portfolio ManagerCynthia Moy, James Kramer, Orhan Imer
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Number of Constituents56.0
Market MakerSusquehanna
Total Expense0.12
Management Fee0.12
Country NameUSA
Returns Y T D2.09
NameSPDR Portfolio TIPS
Currency CodeUSD
Open FigiBBG000RFRRV3
In Threey Volatility7.44
1y Volatility5.48
200 Day M A25.2979
50 Day M A25.3588
CodeSPIP
Updated At15th of July 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.65)
SPDR Portfolio TIPS [SPIP] is traded in USA and was established 2007-05-25. The fund is listed under Inflation-Protected Bond category and is part of SPDR State Street Global Advisors family. The entity is thematically classified as Tips ETFs. SPDR Portfolio TIPS at this time have 2.34 B in assets. , while the total return for the last 3 years was -1.7%.
Check SPDR Portfolio Probability Of Bankruptcy

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 TIPS 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 TIPS Etf Constituents

United States Treasury Bonds 2.375%3.07%
United States Treasury Notes 0.12%2.9000001%
United States Treasury Notes 0.625%3.22%
United States Treasury Notes 0.25%3.04%
United States Treasury Notes 0.5%2.8800001%
United States Treasury Notes 0.125%2.8900001%
United States Treasury Notes 0.62%3.04%
United States Treasury Notes 0.38%2.96%
United States Treasury Notes 0.375%3.2899998%

SPDR Portfolio Top Holders

WIZMerlynAI CorpEtfModerate Allocation
AMAXStarboard Investment TrustEtfMaterials
GALSPDR SSgA GlobalEtfGlobal Allocation
DECMXBcm Decathlon ModerateMutual FundEquity Market Neutral
DECIXBcm Decathlon ModerateMutual FundEquity Market Neutral
DUDEDUDEEtfTactical Allocation
RLYSPDR SSgA Multi AssetEtfGlobal Allocation
GMOMCambria Global MomentumEtfTactical Allocation
More Details

SPDR Portfolio TIPS 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.

SPDR Portfolio Against Markets

Additional Information and Resources on Investing in SPDR Etf

When determining whether SPDR Portfolio TIPS 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 SPDR 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 Spdr Portfolio Tips Etf. Highlighted below are key reports to facilitate an investment decision about Spdr Portfolio Tips Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SPDR Portfolio TIPS. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
The market value of SPDR Portfolio TIPS 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.