SPDR Portfolio Etf Profile

Etfs . USA . 
Etf . SPDR Portfolio SP
SPYG Etf  USD 53.28  0.70  1.30%   

Market Performance

7 of 100

Odds Of Distress

Less than 45

SPDR Portfolio is trading at 53.28 as of the 23rd of March 2023. This is a -1.3 percent decrease since the beginning of the trading day. The etf's lowest day price was 53.11. SPDR Portfolio has 45 percent odds of going through some form of financial distress in the next two years and did not have a very good performance for investor during the last 90 trading 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 2nd of April 2021 and ending today, the 23rd of March 2023. 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 Portfolio

+0.97VUGVanguard Growth IndexPairCorr
+0.98IWFIShares Russell 1000PairCorr
+1.0IVWIShares SP 500PairCorr
+1.0IUSGIShares Core SPPairCorr
+0.98VONGVanguard Russell 1000PairCorr
+0.96MGKVanguard Mega CapPairCorr
+0.95QQQMInvesco NASDAQ 100PairCorr
+0.97IWYIShares Russell TopPairCorr

Moving against SPDR Portfolio

-0.94WEBSDirexion Daily DowPairCorr
-0.72PGProcter Gamble Sell-off TrendPairCorr

SPDR Portfolio 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.
PresidentMichael Riley
Thematic IdeaTech Growth (view all)
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Fama & French Classification
Tech Growth
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Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of SPDR Portfolio's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
IssuerSSgA
Inception Date2000-09-25
BenchmarkS&P 500 Growth Index
Entity TypeRegulated Investment Company
Asset Under Management15.3 Billion
Average Trading Valume2.15 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
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 ManagerMichael Feehily, Karl Schneider, Mark Krivitsky
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents232
Market MakerIMC
Total Expense0.04
Management Fee0.04
Nav Price52.33
Two Hundred Day Average57.06
Ytd-25.71%
Average Daily Volume In Three Month3M
Trailing Annual Dividend Rate0.46
Fifty Two Week Low47.91
As Of Date25th of October 2022
Trailing Annual Dividend Yield0.86%
Average Daily Volume Last 10 Day3.62M
Fifty Two Week High73.64
One Month3.50%
Fifty Day Average51.94
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 12.0%.
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 Portfolio 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 Portfolio 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

JNJJohnson JohnsonStockHealth Care
MRKMerck CompanyStockHealth Care
PFEPfizer IncStockHealth Care
VZVerizon CommunicationsStockCommunication Services
MAMastercardStockInformation Technology
VVisa Inc ClassStockInformation Technology
TSLATesla IncStockConsumer Discretionary
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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 24.33%. 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 the etf has a beta coefficient of 1.0046. 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, the company has an alpha of 0.0875, implying that it can generate a 0.0875 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 53.28HorizonTargetOdds Above 53.28
75.34%90 days
 53.28 
24.33%
Based on a normal probability distribution, the odds of SPDR Portfolio to move above the current price in 90 days from now is about 24.33 (This SPDR Portfolio SP probability density function shows the probability of SPDR Portfolio Etf to fall within a particular range of prices over 90 days) .

SPDR Portfolio Top Holders

SQEWTwo Roads SharedEtfMid-Cap Blend
ARAAXHORIZON ACTIVE RISKMutual FundAllocation--85%+ Equity
ARANXHORIZON ACTIVE RISKMutual FundAllocation--85%+ Equity
ACRIXHORIZON ACTIVE RISKMutual FundAllocation--85%+ Equity
RHRXStarboard Investment TrustEtfTactical Allocation
NAVAXNAVIGATOR EQUITY HEDGEDMutual FundLong-Short Equity
NAVCXNAVIGATOR EQUITY HEDGEDMutual FundLong-Short Equity
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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.
Mean Deviation0.9032
Semi Deviation1.02
Standard Deviation1.09
Variance1.19

SPDR Portfolio SP Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. SPDR Portfolio SP Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe SPDR Portfolio price patterns.
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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.
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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.

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How to buy SPDR Portfolio 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, 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. 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 Portfolio 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 Shape 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.
Check out World Market Map. For more detail on how to invest in SPDR Portfolio Etf please use our How to Invest in SPDR Portfolio guide. You can also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

Complementary Tools for analysis

When running SPDR Portfolio SP price analysis, check to measure SPDR Portfolio's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SPDR Portfolio is operating at the current time. Most of SPDR Portfolio's value examination focuses on studying past and present price action to predict the probability of SPDR Portfolio's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SPDR Portfolio's price. Additionally, you may evaluate how the addition of SPDR Portfolio to your portfolios can decrease your overall portfolio volatility.
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The market value of SPDR Portfolio SP is measured differently than its book value, which is the value of SPDR Portfolio 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.
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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 SPDR Portfolio value 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.
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