SP 500 Etf Analysis

XLE -  USA Etf  

USD 65.63  0.28  0.42%

The latest bullish price patterns experienced by current SP 500 Energy shareholders may raise some interest from shareholders as it is trading at a share price of 65.63 on 48,397,757 in trading volume. The fund administrators have been very successful in rebalancing the etf assets at opportune times to take advantage of market volatility in December. The etf standard deviation of daily returns for 90 days investing horizon is currently 1.71. The below-average Etf volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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SP 500 Etf Analysis 

 
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The SP 500 etf analysis report makes it easy to digest most publicly released information about SP 500 and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. SP 500 Etf analysis module also helps to analyze the SP 500 price relationship with some important fundamental indicators such as market cap and management efficiency.

SP 500 Etf Analysis Notes

SP 500 is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 24 constituents with avarage daily trading value of 34.8 M. The fund charges 0.03 percent management fee with total expences of 0.12 percent of total asset. The fund keeps 99.86% of net assets in stocks. SP 500 Energy last dividend was 0.2846 per share. The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Energy Select Sector Index. SP 500 is traded on NYSEArca Exchange in the United States. For more information please call the company at 866-732-8673.

Sector Exposure (%)

Investment Allocations (%)

SP 500 Energy Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. SP 500's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding SP 500 Energy or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
SP 500 Energy is unlikely to experience financial distress in the next 2 years
SP 500 Energy generated five year return of 0.0%
This fund keeps 99.86% of its net assets in stocks

SP 500 Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as SP 500 is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SP 500 Energy backward and forwards among themselves. SP 500's institutional investor refers to the entity that pools money to purchase SP 500'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
Churchill Management CorpFund Units2.8 M156.7 M
Note, although SP 500'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.

SP 500 Market Capitalization

The company currently falls under 'Large-Cap' category with total capitalization of 11.72 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate SP 500's market, we take the total number of its shares issued and multiply it by SP 500's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Management Efficiency

SP 500 management efficiency ratios could be used to measure how well sp 500 energy manages its routine affairs as well as how well it operates its assets and liabilities.

Top Etf Constituents

Information
Ratio
Value
At Risk
COP
ConocoPhillips 0.14 (3.63) 
CVX
Chevron Corp 0.20 (2.22) 
EOG
Eog Resources 0.15 (2.77) 
KMI
Kinder Morgan 0.0272 (1.84) 
MPC
Marathon Petroleum Corp 0.07 (3.39) 
PSX
Phillips 66 0.05 (3.97) 
PXD
Pioneer Natural Resources 0.14 (2.75) 
SLB
Schlumberger NV 0.12 (4.15) 
VLO
Valero Energy Corp 0.0345 (3.92) 
WMB
Williams Companies 0.09 (1.89) 
XOM
Exxon Mobil Corp 0.17 (2.60) 
HAL
Halliburton 0.13 (3.98) 
OXY
Occidental Petroleum Corp 0.06 (5.00) 
OKE
Oneok Inc(0.0482) (2.90) 

Institutional Etf Holders for SP 500

Information
Ratio
Value
At Risk
JAVCX
F
Janus Henderson Adaptive(0.13) (1.07) 
KCMTX
F
Kcm Macro Trends(0.12) (2.00) 
JVGIX
F
Janus Henderson Adaptive(0.13) (1.05) 
TTIFX
F
Goldman Sachs Tactical 0.0307 (0.38) 
GSLPX
F
Goldman Sachs Tactical 0.0266 (0.48) 
MPRO
E
Northern Lights 0.0402 (1.16) 
JAGSX
F
Janus Henderson Adaptive(0.13) (1.06) 
HCYAX
F
Hilton Tactical Income(0.0193) (0.93) 
HCYIX
F
Hilton Tactical Income(0.0166) (0.93) 
HTDRX
F
Hanlon Tactical Dividend 0.0088 (1.03) 
HTDCX
F
Hanlon Tactical Dividend 0.0052 (1.07) 
OWSMX
F
Old Westbury Small(0.18) (1.83) 
JAGDX
F
Janus Henderson Adaptive(0.13) (1.06) 
JAGNX
F
Janus Henderson Adaptive(0.13) (1.06) 
IENIX
F
Invesco Energy 0.11 (2.93) 
RAAX
E
Vaneck Inflation Allocation(0.0181) (1.42) 
RLY
E
SSGA Multi-Asset Real 0.06 (1.21) 
JVGTX
F
Janus Henderson Adaptive(0.13) (1.05) 
EQL
E
Alps Equal Sector 0.0295 (1.43) 
SSUS
E
Day HaganNed Davis 0.0076 (1.58) 

Technical Drivers

As of the 29th of January, SP 500 owns the Downside Deviation of 1.63, risk adjusted performance of 0.1006, and Mean Deviation of 1.3. Concerning fundamental indicators, the technical analysis model makes it possible for you to check potential technical drivers of SP 500 Energy, as well as the relationship between them. Strictly speaking, you can use this information to find out if the etf will indeed mirror its model of historical prices and volume patterns, or the prices will eventually revert. We were able to break down and interpolate nineteen technical drivers for SP 500, which can be compared to its peers in the sector. Please validate SP 500 Energy standard deviation, as well as the relationship between the maximum drawdown and expected short fall to decide if SP 500 Energy is priced correctly, providing market reflects its prevailing price of 65.63 per share.

SP 500 Energy Price Movement Analysis

The output start index for this execution was one with a total number of output elements of sixty. The Parabolic SAR indicator is used to determine the direction of SP 500 Energy's momentum and the point in time when SP 500 has higher than normal probability directional change. View also all equity analysis or get more info about parabolic sar overlap studies indicator.

SP 500 Predictive Daily Indicators

SP 500 intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of SP 500 etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

SP 500 Forecast Models

SP 500 time-series forecasting models is one of many SP 500's etf analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary SP 500's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About SP 500 Etf Analysis

Etf analysis is the technique used by a trader or investor to examine and evaluate how SP 500 stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling SP 500 shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as SP 500. By using and applying SP 500 Etf analysis, traders can create a robust methodology for identifying SP 500 entry and exit points for their positions.
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Energy Select Sector Index. SP 500 is traded on NYSEArca Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding SP 500 to your portfolios without increasing risk or reducing expected return.

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Check out Your Current Watchlist. Note that the SP 500 Energy information on this page should be used as a complementary analysis to other SP 500'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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for SP 500 Etf analysis

When running SP 500 Energy price analysis, check to measure SP 500'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 SP 500 is operating at the current time. Most of SP 500's value examination focuses on studying past and present price action to predict the probability of SP 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SP 500's price. Additionally, you may evaluate how the addition of SP 500 to your portfolios can decrease your overall portfolio volatility.
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The market value of SP 500 Energy is measured differently than its book value, which is the value of SP 500 that is recorded on the company's balance sheet. Investors also form their own opinion of SP 500's value that differs from its market value or its book value, called intrinsic value, which is SP 500'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 SP 500's market value can be influenced by many factors that don't directly affect SP 500'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 SP 500's value and its price as these two are different measures arrived at by different means. Investors typically determine SP 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SP 500'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.