Spdr Portfolio Corporate Etf Profile

SPBO Etf  USD 29.48  0.15  0.51%   

Performance

1 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 9

 
High
 
Low
Low
SPDR Portfolio is selling at 29.48 as of the 30th of November 2024; that is 0.51 percent increase since the beginning of the trading day. The etf's open price was 29.33. SPDR Portfolio has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for SPDR Portfolio Corporate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. 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 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 Portfolio Corporate

Moving together with SPDR Etf

  1.0LQD iShares iBoxx Investment Aggressive PushPairCorr
  0.94IGIB iShares 5 10PairCorr
  1.0USIG iShares Broad USDPairCorr
  0.99SPIB SPDR Barclays IntermPairCorr
  1.0SUSC iShares ESG USDPairCorr
  1.0QLTA iShares AaaPairCorr

Moving against SPDR Etf

  0.63VUG Vanguard Growth IndexPairCorr
  0.58VTI Vanguard Total StockPairCorr
  0.58SPY SPDR SP 500 Aggressive PushPairCorr
  0.58IVV iShares Core SPPairCorr
  0.56VO Vanguard Mid CapPairCorr
  0.54VB Vanguard Small CapPairCorr

SPDR Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationCorporate ETFs, Investment Grade ETFs, Corporate Bond, SPDR State Street Global Advisors (View all Sectors)
IssuerSSgA
Inception Date2011-04-06
BenchmarkBloomberg U.S. Corporate Bond Index
Entity TypeRegulated Investment Company
Asset Under Management1.88 Billion
Asset TypeFixed Income
CategoryCorporate
FocusInvestment Grade
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 ManagerPatrick Bresnehan, Kyle Kelly, Christopher DiStefano
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Number of Constituents5,602
Market MakerCitadel
Total Expense0.03
Management Fee0.03
Country NameUSA
Returns Y T D4.15
NameSPDR Portfolio Corporate Bond
Currency CodeUSD
Open FigiBBG001M534W4
In Threey Volatility9.64
1y Volatility8.81
200 Day M A29.0919
50 Day M A29.4352
CodeSPBO
Updated At30th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.57)
SPDR Portfolio Corporate [SPBO] is traded in USA and was established 2011-04-06. The fund is listed under Corporate Bond category and is part of SPDR State Street Global Advisors family. The entity is thematically classified as Corporate ETFs. SPDR Portfolio Corporate at this time have 382.21 M in assets. , while the total return for the last 3 years was -1.4%.
Check SPDR Portfolio Probability Of Bankruptcy

Geographic Allocation (%)

Top SPDR Portfolio Corporate Etf Constituents

HSBC Holdings plc 6.5%0.21%
Goldman Sachs Group, Inc. 6.75%0.21%
Bank of America Corporation 3%0.21%
Wells Fargo & Company 4.65%0.25%
JPMorgan Chase & Co. 2.083%0.22%
Morgan Stanley 6.38%0.22%
Citigroup Inc. 3.2%0.29%
T-Mobile USA, Inc. 5.2%0.25%
Goldman Sachs Group, Inc. 3.75%0.23999999%
AT&T Inc 3.8%0.23%

SPDR Portfolio Top Holders

EVVCXEvaluator Very ConservativeMutual FundAllocation--15% to 30% Equity
EVFCXEvaluator Conservative RmsMutual FundAllocation--15% to 30% Equity
EVVLXEvaluator Very ConservativeMutual FundAllocation--15% to 30% Equity
EVCLXEaton Vance MunicipalMutual FundAllocation--15% to 30% Equity
More Details

SPDR Portfolio Corporate 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 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.

SPDR Portfolio Against Markets

When determining whether SPDR Portfolio Corporate offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SPDR Portfolio's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Spdr Portfolio Corporate Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Spdr Portfolio Corporate Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SPDR Portfolio Corporate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of SPDR Portfolio Corporate 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 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.
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 if SPDR Portfolio is a good investment 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.