SP 500 Etf Analysis

XLU
 Etf
  

USD 67.43  1.92  2.93%   

The small drop in market price for the last few months may raise some interest from private investors as it is trading at a share price of 67.43 on 25,444,886 in trading volume. The fund administrators did not add much value to SP 500 Utilities investors in September. However, diversifying your holdings with SP 500 or similar etfs can still protect your portfolio during high-volatility market scenarios. The etf standard deviation of daily returns for 90 days investing horizon is currently 1.31. The below-average Etf volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The SP 500 etf analysis report makes it easy to digest most publicly released information about SP 500 and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. SP 500 Etf analysis module also helps to analyze the SP 500 price relationship with some important fundamental indicators such as market cap and management efficiency.

SP 500 Etf Analysis Notes

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 (%)

Investment Allocations (%)

SP 500 Utilities Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more etfs at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. SP 500's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding SP 500 Utilities or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
SP 500 Utilities generated a negative expected return over the last 90 days
SP 500 Utilities is unlikely to experience financial distress in the next 2 years
On 22nd of September 2022 SP 500 paid $ 0.5014 per share dividend to its current shareholders
The fund keeps 99.77% of its net assets in stocks

SP 500 Market Capitalization

The company currently falls under 'Large-Cap' category with total capitalization of 10.91 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate SP 500's market, we take the total number of its shares issued and multiply it by SP 500's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Management Efficiency

SP 500 management efficiency ratios could be used to measure how well sp 500 utilities manages its routine affairs as well as how well it operates its assets and liabilities.

Top Etf Constituents

Information
Ratio
Value
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.
Information
Ratio
Value
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.

Technical Drivers

As of the 3rd of October, SP 500 owns the mean deviation of 0.9906, and Risk Adjusted Performance of (0.06). Concerning fundamental indicators, the technical analysis model makes it possible for you to check potential technical drivers of SP 500 Utilities, as well as the relationship between them. Strictly speaking, you can use this information to find out if the etf will indeed mirror its model of historical prices and volume patterns, or the prices will eventually revert. We were able to break down and interpolate nineteen technical drivers for SP 500, which can be compared to its peers in the sector. Please validate SP 500 Utilities market risk adjusted performance, variance, as well as the relationship between the Variance and potential upside to decide if SP 500 Utilities is priced correctly, providing market reflects its prevailing price of 67.43 per share.

SP 500 Utilities Price Movement Analysis

The output start index for this execution was thirty with a total number of output elements of thirty-one. The Kaufman Adaptive Moving Average allows the user to define SP 500 Utilities range across which they want the smoothing.
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SP 500 Predictive Daily Indicators

SP 500 intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of SP 500 etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

SP 500 Forecast Models

SP 500 time-series forecasting models is one of many SP 500's etf analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary SP 500's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About SP 500 Etf Analysis

Etf analysis is the technique used by a trader or investor to examine and evaluate how SP 500 prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling SP 500 shares will generate the highest return on investment. We also built our etf analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Etf such as SP 500. By using and applying SP 500 Etf analysis, traders can create a robust methodology for identifying SP 500 entry and exit points for their positions.
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.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our etf analysis tools, you can find out how much better you can do when adding SP 500 to your portfolios without increasing risk or reducing expected return.

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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.