SP 500 Ownership


USD 65.51  1.29  1.93%   

Some institutional investors establish a significant position in etfs such as SP 500 in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of SP 500, and when they decide to sell, the etf will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Check out Your Current Watchlist.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

SP 500 Etf Ownership Analysis

SP 500 is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 30 constituents with avarage daily trading value of 13.9 M. The fund charges 0.03 percent management fee with total expences of 0.1 percent of total asset. The fund generated five year return of 10.0%. SP 500 Utilities keeps 99.77% of net assets in stocks. This fund last dividend was 0.476 per share. In seeking to track the performance of the index, the fund employs a replication strategy. SP 500 is traded on NYSEArca Exchange in the United States. For more information please call the company at NA.

Sector Exposure (%)

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 SP 500 Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SP 500 , and the less return is expected.

Investment Allocations (%)

Top Etf Constituents

At Risk
AEPAmerican Electric Power(0.0178) (2.94) 
AWKAmerican Water Works(0.027) (2.72) 
DDominion Resources(0.06) (2.46) 
DUKDuke Energy Corp(0.05) (2.74) 
EDConsolidated Edison(0.021) (2.58) 
ESEversource Energy 0.0119 (2.76) 
EXCExelon Corp(0.08) (3.32) 
NEENextera Energy 0.11 (2.01) 
PEGPublic Service Enterprise(0.0224) (3.26) 
SOSouthern Company 0.05 (2.45) 
SRESempra 0.08 (2.74) 
WECWisconsin Energy Corp(0.0254) (3.21) 
XELXCEL Energy(0.0122) (2.56) 
PPLPPL Corp 0.0231 (2.45) 
PCGPacific Gas Electric 0.26 (2.67) 
EIXEdison International(0.0199) (3.08) 

Institutional Etf Holders for SP 500

Have you ever been surprised when a price of an equity instrument such as SP 500 is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SP 500 Utilities backward and forwards among themselves. SP 500's institutional investor refers to the entity that pools money to purchase SP 500's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
At Risk
MFADXMarketfield Fund Class 0.12 (1.23) 
LEXIAlexis Practical Tactical 0.0244 (1.99) 
MFCDXMarketfield Fund Class 0.11 (1.27) 
GRZZXGrizzly Short Fd 0.11 (2.57) 
FAAAXFranklin K2 Alternative 0.37 (0.45) 
TDSBCabana Target Drawdown 0.21 (0.75) 
MFLDXMarketfield Fund Class 0.12 (1.26) 
GHSIXGood Harbor Tactical 0.1 (1.70) 
GHSCXGood Harbor Tactical 0.09 (1.75) 
GHSAXGood Harbor Tactical 0.1 (1.70) 
HTDAXHanlon Tactical Dividend 0.0042 (0.92) 
HTDRXHanlon Tactical Dividend 0.0051 (0.94) 
SDRCXSwan Defined Risk 0.08 (0.96) 
SDRYXSwan Defined Risk 0.00  0.00 
SDRAXSwan Defined Risk 0.09 (0.98) 
HTDCXHanlon Tactical Dividend 0.00 (0.88) 
SSUSDay HaganNed Davis(0.002) (1.71) 
HTDIXHanlon Tactical Dividend 0.0077 (0.93) 
EQLAlps Equal Sector 0.0166 (2.01) 
SDRIXSwan Defined Risk 0.09 (0.97) 
Note, although SP 500's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Be your own money manager

Our tools can tell you how much better you can do entering a position in SP 500 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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The market value of SP 500 Utilities is measured differently than its book value, which is the value of SP 500 that is recorded on the company's balance sheet. Investors also form their own opinion of SP 500's value that differs from its market value or its book value, called intrinsic value, which is SP 500'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 SP 500's market value can be influenced by many factors that don't directly affect SP 500'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 SP 500's value and its price as these two are different measures arrived at by different means. Investors typically determine SP 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SP 500'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.