Spdr Bloomberg Short Etf Profile

BWZ Etf  USD 26.13  0.09  0.35%   

Performance

0 of 100

 
Weak
 
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Odds Of Distress

Less than 9

 
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Low
SPDR Bloomberg is trading at 26.13 as of the 30th of November 2024; that is 0.35 percent increase since the beginning of the trading day. The etf's open price was 26.04. SPDR Bloomberg has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for SPDR Bloomberg Short are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund 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 Bloomberg Short

Moving together with SPDR Etf

  0.97IGOV iShares InternationalPairCorr
  0.97BWX SPDR Bloomberg InterPairCorr
  0.95WIP SPDR FTSE InternationalPairCorr
  0.74JPIB JPMorgan InternationalPairCorr
  0.99PICB Invesco InternationalPairCorr

Moving against SPDR Etf

  0.84GBTC Grayscale Bitcoin TrustPairCorr
  0.79FBGX UBSPairCorr
  0.74UPRO ProShares UltraPro SP500PairCorr
  0.74SPXL Direxion Daily SP500PairCorr
  0.72QLD ProShares Ultra QQQPairCorr
  0.72ETH Grayscale Ethereum MiniPairCorr

SPDR Etf Highlights

Thematic Ideas
(View all Themes)
Old Names[BWX LTD, Arden Capital Limited]
Business ConcentrationBroad Sovereign ETFs, Sovereign ETFs, Global Bond, SPDR State Street Global Advisors (View all Sectors)
IssuerSSgA
Inception Date2009-01-15
BenchmarkBarclays Capital 1-3 Year Global Treasury ex-US Capped Index
Entity TypeRegulated Investment Company
Asset Under Management137.88 Million
Average Trading Valume50,760.3
Asset TypeFixed Income
CategorySovereign
FocusBroad Sovereign
Market ConcentrationDeveloped Markets
RegionDeveloped Markets
AdministratorSSgA Funds Management, Inc.
AdvisorSSgA Funds Management, Inc.
CustodianState Street Bank and Trust Company
DistributorState Street Global Advisors Funds Distributors, LLC
Portfolio ManagerJoanna Madden, James Kramer, Orhan Imer
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Nov
ExchangeNYSE Arca, Inc.
Number of Constituents255
Market MakerSusquehanna
Total Expense0.35
Management Fee0.35
Country NameUSA
Returns Y T D(3.06)
NameSPDR Bloomberg Short Term International Treasury Bond ETF
Currency CodeUSD
Open FigiBBG000F935R9
In Threey Volatility8.84
1y Volatility8.8
200 Day M A26.3624
50 Day M A26.4964
CodeBWZ
Updated At30th of November 2024
Currency NameUS Dollar
SPDR Bloomberg Short [BWZ] is traded in USA and was established 2009-01-15. The fund is classified under Global Bond category within SPDR State Street Global Advisors family. The entity is thematically classified as Broad Sovereign ETFs. SPDR Bloomberg Short currently have 134.77 M in assets under management (AUM). , while the total return for the last 3 years was -3.6%.
Check SPDR Bloomberg Probability Of Bankruptcy

Geographic Allocation (%)

SPDR Bloomberg Short Currency Exposure

SPDR Bloomberg Short holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of SPDR Bloomberg will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in SPDR Bloomberg Short.

Top SPDR Bloomberg Short Etf Constituents

AUDPIMCOEtfCommunication Services
NOKNokia Corp ADRStockInformation Technology
PENPenumbraStockHealth Care
USDProShares Ultra SemiconductorsEtfTrading--Leveraged Equity
More Details

SPDR Bloomberg Short Risk Profiles

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 Bloomberg. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

SPDR Bloomberg Against Markets

When determining whether SPDR Bloomberg Short 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 Bloomberg Short Etf. Highlighted below are key reports to facilitate an investment decision about Spdr Bloomberg Short Etf:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in SPDR Bloomberg Short. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of SPDR Bloomberg Short 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 Bloomberg's value that differs from its market value or its book value, called intrinsic value, which is SPDR Bloomberg'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 Bloomberg's market value can be influenced by many factors that don't directly affect SPDR Bloomberg'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 Bloomberg's value and its price as these two are different measures arrived at by different means. Investors typically determine if SPDR Bloomberg is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SPDR Bloomberg'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.