SP 500 Etf Analysis

XLE -  USA Etf  

USD 52.39  1.60  2.96%

The modest gains experienced by current holders of SP 500 Energy may raise some interest from shareholders as it is trading at a share price of 52.39 on 55,840,300 in trading volume. The ETF money managers have been quite successful in maneuvering the etf at opportune times to take advantage of all market conditions in May. The etf standard deviation of daily returns for 90 days investing horizon is currently 1.69. The below-average Etf volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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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 stock 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 25 constituents with avarage daily trading value of 28.4 M. The fund charges 0.03 percent management fee with total expences of 0.12 percent of total asset. The fund keeps 99.92% of net assets in stocks. SP 500 Energy last dividend was 0.501 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 generated-1.0 ten year return of -1.0%
This fund keeps 99.92% 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
Bank Of America CorpFund Units42.6 M2.1 B
Ubs Group AgCall Options18.9 M927.7 M
Susquehanna International Group LlpPut Options18.9 M926.6 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 'Mid-Cap' category with total capitalization of 9.77 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 0.0183 (3.47) 
CVX
Chevron Corp(0.0277) (2.81) 
EOG
Eog Resources 0.08 (3.82) 
KMI
Kinder Morgan 0.13 (1.78) 
MPC
Marathon Petroleum Corp 0.05 (2.71) 
PSX
Phillips 66 0.0007 (2.69) 
PXD
Pioneer Natural Resources(0.0283) (3.60) 
SLB
Schlumberger NV 0.08 (3.54) 
VLO
Valero Energy Corp(0.018) (3.04) 
WMB
Williams Companies 0.15 (1.97) 
XOM
Exxon Mobil Corp 0.0276 (2.83) 
HAL
Halliburton(0.0114) (3.93) 
OXY
Occidental Petroleum Corp 0.0049 (7.56) 
OKE
Oneok Inc 0.06 (2.22) 

Institutional Etf Holders for SP 500

Information
Ratio
Value
At Risk
JAGAX
F
Janus Henderson Adaptive(0.0391) (0.85) 
MRKAX
F
Ab Cap Fund(0.07) (0.63) 
BQLCX
F
Bright Rock Quality 0.08 (0.89) 
JAGNX
F
Janus Henderson Adaptive(0.0426) (0.84) 
XLSR
E
SSGA US Sector 0.0359 (1.12) 
HCYIX
F
Hilton Tactical Income 0.0141 (0.61) 
HCYAX
F
Hilton Tactical Income 0.0143 (0.61) 
IENAX
F
Invesco Energy Fd(0.0012) (2.86) 
MRKCX
F
Ab Cap Fund(0.0184) (0.52) 
JVGTX
F
Janus Henderson Adaptive(0.0428) (0.85) 
JVGIX
F
Janus Henderson Adaptive(0.0399) (0.76) 
GSLPX
F
Goldman Sachs Tactical(0.06) (0.29) 
IENSX
F
Invesco Energy 0.0396 (2.60) 
AMLCX
F
Alphamark Large Cap 0.0414 (0.84) 
RLY
E
SSGA Multi-Asset Real 0.0363 (1.76) 
RAAX
E
Vaneck Vectors Real 0.0125 (1.64) 
SMDFX
F
Smart Diversification(0.0088) (1.34) 
KCMTX
F
Kcm Macro Trends 0.0233 (1.41) 
JAVCX
F
Janus Henderson Adaptive(0.0401) (0.85) 
JAGDX
F
Janus Henderson Adaptive(0.0429) (0.84) 

Technical Drivers

As of the 19th of June, SP 500 owns the Risk Adjusted Performance of 0.0384, downside deviation of 1.8, and Mean Deviation of 1.33. 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 52.39 per share.

SP 500 Energy Price Movement Analysis

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Exponential Moving Average is calculated by weighting recent values of SP 500 Energy more heavily than older values. View also all equity analysis or get more info about exponential moving average 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 Stock Analysis

Stock 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. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries oil, gas and consumable fuels and energy equipment and services. The fund is non-diversified.

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 ETF Directory module to find actively-traded Exchange Traded Funds (ETF) from around the world.

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 Energy 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 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.