Spdr Bloomberg Convertible Etf Profile

CWB Etf  USD 81.12  0.56  0.70%   

Performance

24 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 9

 
High
 
Low
Low
SPDR Bloomberg is trading at 81.12 as of the 24th of November 2024, a 0.70 percent increase since the beginning of the trading day. The etf's open price was 80.56. SPDR Bloomberg has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for SPDR Bloomberg Convertible are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of August 2023 and ending today, the 24th 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 Bloomberg Convertible

Moving together with SPDR Etf

  1.0ICVT iShares Convertible BondPairCorr
  0.99FCVT First Trust SSIPairCorr
  0.98QCON American Century QualityPairCorr
  0.97VTI Vanguard Total StockPairCorr
  0.96SPY SPDR SP 500 Aggressive PushPairCorr
  0.96IVV iShares Core SPPairCorr

Moving against SPDR Etf

  0.75BND Vanguard Total BondPairCorr
  0.56VEA Vanguard FTSE DevelopedPairCorr

SPDR Etf Highlights

Thematic IdeaCorporate ETFs (View all Themes)
Business ConcentrationSP TSX Composite, Corporate ETFs, Convertibles, SPDR State Street Global Advisors (View all Sectors)
IssuerSSgA
Inception Date2009-04-14
BenchmarkBloomberg U.S. Convertible Liquid Bond Index
Entity TypeRegulated Investment Company
Asset Under Management4.06 Billion
Average Trading Valume749,690.3
Asset TypeFixed Income
CategoryCorporate
FocusConvertibles
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 ManagerMichael Brunell, Christopher DiStefano
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Apr
ExchangeNYSE Arca, Inc.
Number of Constituents308
Market MakerVirtu Financial
Total Expense0.4
Management Fee0.4
Country NameUSA
Returns Y T D14.02
NameSPDR Bloomberg Convertible Securities ETF
Currency CodeUSD
Open FigiBBG000FTQMS2
In Threey Volatility12.61
1y Volatility8.92
200 Day M A73.4779
50 Day M A77.3686
CodeCWB
Updated At23rd of November 2024
Currency NameUS Dollar
SPDR Bloomberg Convertible [CWB] is traded in USA and was established 2009-04-14. The fund is classified under Convertibles category within SPDR State Street Global Advisors family. The entity is thematically classified as Corporate ETFs. SPDR Bloomberg Conve currently have 4.07 B in assets under management (AUM). , while the total return for the last 3 years was 0.2%.
Check SPDR Bloomberg 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 Bloomberg Convertible 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.

Top SPDR Bloomberg Convertible Etf Constituents

AATRLAmg Cap TrPink SheetCapital Markets
TTWOTake Two Interactive SoftwareStockCommunication Services
SOSouthern CompanyStockUtilities
NEE-PRNextera EnergyPreferred StockUtilities - Regulated Electric
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SPDR Bloomberg Top Holders

BTSAXBts Managed IncomeMutual FundNontraditional Bond
GJRTXGoldman Sachs AbsoluteMutual FundMultistrategy
JTHIXJames Alpha TotalMutual FundMultistrategy
DALTRegents Park FundsEtfMultistrategy
MCROIndexIQEtfWorld Allocation
PCCFXPrudential Income BuilderMutual FundAllocation--50% to 70% Equity
KTRAXDeutsche Global IncomeMutual FundWorld Allocation
DWANXArrow Dwa BalancedMutual FundTactical Allocation
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SPDR Bloomberg Conve 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 Conve offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SPDR Bloomberg'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 Bloomberg Convertible Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Spdr Bloomberg Convertible Etf:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in SPDR Bloomberg Convertible. 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 Conve 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.