Spdr Sp 400 Etf Profile

MDYV Etf  USD 82.93  1.15  1.37%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
SPDR SP is selling for under 82.93 as of the 17th of December 2024; that is 1.37 percent decrease since the beginning of the trading day. The etf's lowest day price was 82.64. SPDR SP 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. The performance scores are derived for the period starting the 17th of November 2024 and ending today, the 17th of December 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. SP Midcap is traded on NYSEARCA Exchange in the United States. More on SPDR SP 400

Moving together with SPDR Etf

  0.95VBR Vanguard Small CapPairCorr
  0.97IWN iShares Russell 2000PairCorr
  0.99DFAT Dimensional TargetedPairCorr
  0.98IJS iShares SP SmallPairCorr
  0.98SLYV SPDR SP 600PairCorr
  0.94AVUV Avantis Small CapPairCorr

Moving against SPDR Etf

  0.65NRGU Bank Of MontrealPairCorr

SPDR Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Mid Cap ETFs, Small Value, SPDR State Street Global Advisors (View all Sectors)
IssuerSSgA
Inception Date2005-11-08
BenchmarkS&P Midcap 400 Pure Value Index
Entity TypeRegulated Investment Company
Asset Under Management3.97 Billion
Average Trading Valume507,636.2
Asset TypeEquity
CategorySize and Style
FocusMid Cap
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 Feehily, Karl Schneider, David Swallow
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents299
Market MakerIMC
Total Expense0.15
Management Fee0.15
Country NameUSA
Returns Y T D16.17
NameSPDR SP 400 Mid Cap Value ETF
Currency CodeUSD
Open FigiBBG000KMY493
In Threey Volatility21.46
1y Volatility17.26
200 Day M A76.8218
50 Day M A82.6724
CodeMDYV
Updated At16th of December 2024
Currency NameUS Dollar
SPDR SP 400 [MDYV] is traded in USA and was established 2005-11-08. The fund is listed under Small Value category and is part of SPDR State Street Global Advisors family. The entity is thematically classified as Size And Style ETFs. SPDR SP 400 now have 1.44 B in assets. , while the total return for the last 3 years was 8.7%.
Check SPDR SP 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 SP 400 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 SP 400 Etf Constituents

PENNPenn National GamingStockConsumer Discretionary
MOHMolina HealthcareStockHealth Care
ORIOld Republic InternationalStockFinancials
LDOSLeidos HoldingsStockInformation Technology
CFRCullenFrost BankersStockFinancials
EWBCEast West BancorpStockFinancials
KRCKilroy Realty CorpStockReal Estate
RNRRenaissancere HoldingsStockFinancials
More Details

SPDR SP Top Holders

NAVCXNavigator Equity HedgedMutual FundLong-Short Equity
NAVAXNavigator Equity HedgedMutual FundLong-Short Equity
NAVIXNavigator Equity HedgedMutual FundLong-Short Equity
SRGAXStringer Growth FundMutual FundTactical Allocation
SRGCXStringer Growth FundMutual FundTactical Allocation
SRGIXStringer Growth FundMutual FundTactical Allocation
More Details

SPDR SP 400 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 400 is a strong investment it is important to analyze SPDR SP's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact SPDR SP's future performance. For an informed investment choice regarding SPDR Etf, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in SPDR SP 400. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing.
You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of SPDR SP 400 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.