Spdr Sp 500 Etf Profile

EFIV Etf  USD 57.74  0.34  0.59%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 9

 
High
 
Low
Low
SPDR SP is selling for under 57.74 as of the 22nd of January 2025; that is 0.59 percent increase since the beginning of the trading day. The etf's lowest day price was 57.4. SPDR SP has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 22nd of January 2025. 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 SP is traded on NYSEARCA Exchange in the United States. More on SPDR SP 500

Moving together with SPDR Etf

  0.78VTI Vanguard Total StockPairCorr
  0.83SPY SPDR SP 500 Aggressive PushPairCorr
  0.83IVV iShares Core SPPairCorr
  0.7VIG Vanguard DividendPairCorr
  0.77VV Vanguard Large CapPairCorr

Moving against SPDR Etf

  0.36TBT ProShares UltraShortPairCorr

SPDR Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationTheme ETFs, Strategy ETFs, Large Blend, SPDR State Street Global Advisors (View all Sectors)
IssuerSSgA
Inception Date2020-07-27
BenchmarkS&P 500 ESG Index
Entity TypeRegulated Investment Company
Asset Under Management1.65 Billion
Asset TypeEquity
CategoryStrategy
FocusTheme
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 ManagerEmiliano Rabinovich, Karl Schneider, Olga Winner
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Number of Constituents331
Market MakerJane Street
Total Expense0.1
Management Fee0.1
Country NameUSA
Returns Y T D1.63
NameSPDR SP 500 ESG ETF
Currency CodeUSD
Open FigiBBG00W7DVDD6
In Threey Volatility17.64
1y Volatility10.73
200 Day M A54.1644
50 Day M A57.4977
CodeEFIV
Updated At20th of January 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.35
SPDR SP 500 [EFIV] is traded in USA and was established 2020-07-27. The fund is listed under Large Blend category and is part of SPDR State Street Global Advisors family. The entity is thematically classified as Theme ETFs. SPDR SP 500 currently have 459.26 M in assets under management (AUM). , while the total return for the last 3 years was 12.0%.
Check SPDR SP Probability Of Bankruptcy

Geographic Allocation (%)

Top SPDR SP 500 Etf Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
NVDANVIDIAStockInformation Technology
TSLATesla IncStockConsumer Discretionary
More Details

SPDR SP 500 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 SP. 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 SP Against Markets

When determining whether SPDR SP 500 offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SPDR SP'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 Sp 500 Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Spdr Sp 500 Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in SPDR SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
The market value of SPDR SP 500 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 SP's value that differs from its market value or its book value, called intrinsic value, which is SPDR SP'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 SP's market value can be influenced by many factors that don't directly affect SPDR SP'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 SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if SPDR SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SPDR SP'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.