Spdr Portfolio Sp Etf Profile
| SPSM Etf | USD 49.11 0.02 0.04% |
Performance8 of 100
| Odds Of DistressLess than 9
|
SPDR Portfolio is selling at 49.11 as of the 28th of November 2024; that is 0.04 percent increase since the beginning of the trading day. The etf's lowest day price was 49.06. SPDR Portfolio has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for SPDR Portfolio SP are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal market conditions, the fund generally invests substantially all, but at least 80, of its total assets in the securities comprising the index. SPDR Small is traded on NYSEARCA Exchange in the United States. More on SPDR Portfolio SP
Moving together with SPDR Etf
SPDR Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Small Cap ETFs, Size And Style ETFs, Small Blend, SPDR State Street Global Advisors (View all Sectors) |
| Issuer | SSgA |
| Inception Date | 2013-07-08 |
| Benchmark | S&P SmallCap 600 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 13.34 Billion |
| Average Trading Valume | 1.86 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | SSgA Funds Management, Inc. |
| Advisor | SSgA Funds Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | State Street Global Advisors Funds Distributors, LLC |
| Portfolio Manager | Michael Feehily, Karl Schneider, Teddy Wong |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-May |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 637 |
| Market Maker | Susquehanna |
| Total Expense | 0.03 |
| Management Fee | 0.03 |
| Country Name | USA |
| Returns Y T D | 18.99 |
| Name | SPDR Portfolio SP 600 Small Cap ETF |
| Currency Code | USD |
| Open Figi | BBG004T58LY6 |
| In Threey Volatility | 22.02 |
| 1y Volatility | 20.62 |
| 200 Day M A | 43.2947 |
| 50 Day M A | 45.8824 |
| Code | SPSM |
| Updated At | 26th of November 2024 |
| Currency Name | US Dollar |
SPDR Portfolio SP [SPSM] is traded in USA and was established 2013-07-08. The fund is listed under Small Blend category and is part of SPDR State Street Global Advisors family. The entity is thematically classified as Small Cap ETFs. SPDR Portfolio SP at this time have 4.49 B in assets. , while the total return for the last 3 years was 4.4%.
Check SPDR Portfolio Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SPDR Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SPDR Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as SPDR Portfolio SP Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
SPDR Portfolio SP Currency Exposure
SPDR Portfolio SP 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 Portfolio 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 Portfolio SP.
Top SPDR Portfolio SP Etf Constituents
| BTU | Peabody Energy Corp | Stock | Energy | |
| WING | Wingstop | Stock | Consumer Discretionary | |
| MTG | MGIC Investment Corp | Stock | Financials | |
| OMCL | Omnicell | Stock | Health Care | |
| W | Wayfair | Stock | Consumer Discretionary | |
| RYN | Rayonier | Stock | Real Estate | |
| JBL | Jabil Circuit | Stock | Information Technology | |
| FICO | Fair Isaac | Stock | Information Technology |
SPDR Portfolio Top Holders
| ETFZX | Stadion Tactical Defensive | Mutual Fund | Tactical Allocation | |
| ETFRX | Stadion Tactical Defensive | Mutual Fund | Tactical Allocation | |
| ATCIX | Atac Inflation Rotation | Mutual Fund | Tactical Allocation | |
| ETFWX | Stadion Tactical Defensive | Mutual Fund | Tactical Allocation | |
| GAL | SPDR SSgA Global | Etf | Global Allocation | |
| ACRIX | Horizon Active Risk | Mutual Fund | Tactical Allocation | |
| ARANX | Horizon Active Risk | Mutual Fund | Tactical Allocation | |
| ARAAX | Horizon Active Risk | Mutual Fund | Tactical Allocation |
SPDR Portfolio SP 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.
| Risk Adjusted Performance | 0.0854 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | 0.0066 |
SPDR Portfolio Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SPDR Portfolio SP. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. 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 SP 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.