Spdr Sp Dividend Etf Performance
| SDY Etf | USD 139.86 0.23 0.16% |
The entity has a beta of 0.77, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SPDR SP's returns are expected to increase less than the market. However, during the bear market, the loss of holding SPDR SP is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in SPDR SP Dividend are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak fundamental indicators, SPDR SP may actually be approaching a critical reversion point that can send shares even higher in August 2025. ...more
1 | Pacific Point Advisors LLC Makes New Investment in SPDR SP Dividend ETF | 05/23/2025 |
2 | GEM Asset Management LLC Cuts Stock Holdings in SPDR SP Dividend ETF | 06/16/2025 |
3 | Wolff Financial Management LLC Raises Holdings in SPDR SP Dividend ETF | 06/27/2025 |
4 | Farmers Merchants Trust Co of Chambersburg PA Sells 365 Shares of SPDR SP Dividend ETF | 06/30/2025 |
5 | Financial Advocates Investment Management Acquires 1,481 Shares of SPDR SP Dividend ETF | 07/02/2025 |
6 | Planning Directions Inc. Sells 388 Shares of SPDR SP Dividend ETF | 07/07/2025 |
7 | SPDR SP Dividend ETF Shares Sold by AlphaStar Capital Management LLC | 07/08/2025 |
8 | SPDR SP Dividend ETF is Sage Rhino Capital LLCs 8th Largest Position | 07/11/2025 |
9 | Whittier Trust Co. Reduces Stock Holdings in SPDR SP Dividend ETF | 07/16/2025 |
10 | Carnegie Investment Counsel Buys 576 Shares of SPDR SP Dividend ETF | 07/25/2025 |
| In Threey Sharp Ratio | 0.23 |
SPDR SP Relative Risk vs. Return Landscape
If you would invest 12,951 in SPDR SP Dividend on April 27, 2025 and sell it today you would earn a total of 1,035 from holding SPDR SP Dividend or generate 7.99% return on investment over 90 days. SPDR SP Dividend is generating 0.1249% of daily returns assuming volatility of 0.7547% on return distribution over 90 days investment horizon. In other words, 6% of etfs are less volatile than SPDR, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
SPDR SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SPDR SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SPDR SP Dividend, and traders can use it to determine the average amount a SPDR SP's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1655
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Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average SPDR SP is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of SPDR SP by adding it to a well-diversified portfolio.
SPDR SP Fundamentals Growth
SPDR Etf prices reflect investors' perceptions of the future prospects and financial health of SPDR SP, and SPDR SP fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on SPDR Etf performance.
| Return On Equity | 0.0707 | |||
| Return On Asset | 0.0379 | |||
| Profit Margin | 0.04 % | |||
| Operating Margin | 5.61 % | |||
| Shares Outstanding | 457.43 M | |||
| Price To Earning | 20.11 X | |||
| Price To Book | 3.00 X | |||
| Price To Sales | 1.72 X | |||
| Revenue | 327.85 M | |||
| EBITDA | 49.32 M | |||
| Cash And Equivalents | 9.52 M | |||
| Cash Per Share | 0.05 X | |||
| Debt To Equity | 0.49 % | |||
| Cash Flow From Operations | 23.7 M | |||
| Earnings Per Share | 0.03 X | |||
| Total Asset | 20.17 B | |||
| Current Asset | 136.76 M | |||
| Current Liabilities | 77.49 M | |||
About SPDR SP Performance
Evaluating SPDR SP's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if SPDR SP has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if SPDR SP has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund generally invests substantially all, but at least 80, of its total assets in the securities comprising the index. SP Dividend is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Carnegie Investment Counsel Buys 576 Shares of SPDR SP Dividend ETF | |
| The fund maintains 99.82% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SPDR SP Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
The market value of SPDR SP Dividend 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.