SPDR Portfolio Etf Buy Hold or Sell Recommendation

SPHY -  USA Etf  

USD 26.59  0.03  0.11%

Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding SPDR Portfolio High is 'Hold'. Macroaxis provides SPDR Portfolio buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SPHY positions. The advice algorithm takes into account all of SPDR Portfolio's available fundamental, technical, and predictive indicators you will find on this site.

SPDR Portfolio Advice 

The advice is provided from SPDR Portfolio's buy-and-hold perspective. Additionally, take a look at SPDR Portfolio Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as SPDR Portfolio and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards SPDR Portfolio High.

Execute SPDR Portfolio Buy or Sell Advice

The SPDR Portfolio recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on SPDR Portfolio High. Macroaxis does not own or have any residual interests in SPDR Portfolio High or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute SPDR Portfolio's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell SPDR PortfolioBuy SPDR Portfolio


Very steadyDetails

Hype Condition


Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon SPDR Portfolio High has a Risk Adjusted Performance of (0.07), Jensen Alpha of (0.029548), Total Risk Alpha of (0.032581) and Treynor Ratio of (0.13)
Our trade recommendation module complements current analysts and expert consensus on SPDR Portfolio High. It analyzes the etf potential to grow using all fundamental, technical, and market related data available now. Please use SPDR Portfolio High three year return to make buy, hold, or sell decision on SPDR Portfolio.

SPDR Portfolio Trading Alerts and Improvement Suggestions

SPDR Portfolio High generated a negative expected return over the last 90 days
SPDR Portfolio High is unlikely to experience financial distress in the next 2 years
On 1st of October 2021 SPDR Portfolio paid $ 0.1085 per share dividend to its current shareholders
The fund maintains about 97.74% of its assets in bonds

SPDR Portfolio Returns Distribution Density

The distribution of SPDR Portfolio's historical returns is an attempt to chart the future uncertainty of SPDR Portfolio's future price movements. The chart of the probability distribution of SPDR Portfolio stock daily returns describes the distribution of returns around its average expected value. We use SPDR Portfolio High price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of SPDR Portfolio returns is essential to provide solid investment advice for SPDR Portfolio stock.
Mean Return-0.01Value At Risk-0.41
Potential Upside0.30Standard Deviation0.21
 Return Density 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of SPDR Portfolio historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

SPDR Portfolio Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as SPDR Portfolio is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SPDR Portfolio High backward and forwards among themselves. SPDR Portfolio's institutional investor refers to the entity that pools money to purchase SPDR Portfolio's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Envestnet Asset Management IncFund Units147.9 KM
Note, although SPDR Portfolio's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

SPDR Portfolio Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to SPDR Portfolio or SPDR State Street Global Advisors sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that SPDR Portfolio stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a SPDR Portfolio stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
Alpha over DOW
Beta against DOW0.19
Overall volatility
Information ratio -0.25

SPDR Portfolio Volatility Alert

SPDR Portfolio High exhibits very low volatility with skewness of -0.23 and kurtosis of 0.04. However, we advise investors to further study SPDR Portfolio High technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure SPDR Portfolio's etf risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact SPDR Portfolio's etf price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

SPDR Portfolio Fundamentals Vs Peers

Comparing SPDR Portfolio's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze SPDR Portfolio's direct or indirect competition across all of the common fundamentals between SPDR Portfolio and the related equities. This way, we can detect undervalued stocks with similar characteristics as SPDR Portfolio or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of SPDR Portfolio's fundamental indicators could also be used in its relative valuation, which is a method of valuing SPDR Portfolio by comparing valuation metrics with those of similar companies.
 Better Than Average     
 Worse Than Average Compare SPDR Portfolio to competition
FundamentalsSPDR PortfolioPeer Average
One Year Return16.01 %(0.97) %
Three Year Return7.83 %3.23 %
Five Year Return5.51 %1.12 %
Net Asset408.07 M2.29 B
Last Dividend Paid0.130.14
Equity Positions Weight0.13 %52.82 %
Bond Positions Weight97.74 %8.16 %

About SPDR Portfolio Buy or Sell Advice

When is the right time to buy or sell SPDR Portfolio High? Buying financial instruments such as SPDR Portfolio Etf isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although SPDR Portfolio investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having SPDR Portfolio in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Utilities Thematic Idea Now

Utilities Theme
Highly leveraged corporations that deliver utilities such as power, water or gas to public or business. Utilities theme has 30 constituents.
View All  Next Launch Utilities
Additionally, take a look at SPDR Portfolio Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the SPDR Portfolio High information on this page should be used as a complementary analysis to other SPDR Portfolio's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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The market value of SPDR Portfolio High 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 High underlying business (such as 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 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.