Latest news with #SPDR
Yahoo
2 days ago
- Business
- Yahoo
BIL Gains $787M in Assets as Trump/Musk Feud Rattles Markets
The SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) attracted $786.7 million, boosting its assets under management to $44.2 billion, according to data provided by FactSet. The inflows came as the S&P 500 fell 0.5% and Tesla plunged more than 14% amid an escalating feud between President Donald Trump and CEO Elon Musk. The SPDR S&P 500 ETF Trust (SPY) pulled in $715.2 million, while the YieldMax MSTR Option Income Strategy ETF (MSTY) gained $385.9 million. The iShares 20+ Year Treasury Bond ETF (TLT) attracted around $311 million, and the iShares Bitcoin Trust ETF (IBIT) collected nearly $284 million. The Invesco QQQ Trust (QQQ) saw outflows of $978.4 million despite tech strength earlier in the week. The iShares S&P 500 Growth ETF (IVW) lost $479.2 million, while the Direxion Daily Semiconductor Bull 3x Shares (SOXL) experienced outflows of $352.5 million. The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) shed $280.4 million. U.S. fixed-income ETFs collected $2.5 billion in net inflows, while U.S. equity ETFs gained $887.7 million. International equity ETFs attracted $628.9 million, and international fixed-income ETFs pulled in $373 million. Overall, ETFs gained $4.3 billion as investors moved into short-term Treasurys following Trump's phone call with Chinese President Xi Jinping and concerns about softening labor market data. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change BIL SPDR Bloomberg 1-3 Month T-Bill ETF 786.56 44,224.99 1.78% SPY SPDR S&P 500 ETF Trust 715.24 609,313.91 0.12% MSTY YieldMax MSTR Option Income Strategy ETF 385.91 4,913.91 7.85% DFUV Dimensional US Marketwide Value ETF 340.26 11,455.92 2.97% TLT iShares 20+ Year Treasury Bond ETF 310.97 49,832.98 0.62% HYG iShares iBoxx $ High Yield Corporate Bond ETF 293.27 16,874.96 1.74% IBIT iShares Bitcoin Trust ETF 283.96 69,597.75 0.41% IVV iShares Core S&P 500 ETF 209.62 587,748.68 0.04% AGG iShares Core U.S. Aggregate Bond ETF 205.75 125,565.79 0.16% VOO Vanguard S&P 500 ETF 196.41 664,143.40 0.03% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change QQQ Invesco QQQ Trust Series I -978.37 338,382.11 -0.29% IVW iShares S&P 500 Growth ETF -479.20 56,940.57 -0.84% SOXL Direxion Daily Semiconductor Bull 3x Shares -352.52 12,201.73 -2.89% LQD iShares iBoxx $ Investment Grade Corporate Bond ETF -280.39 30,293.38 -0.93% SPXL Direxion Daily S&P 500 Bull 3x Shares -266.03 5,093.78 -5.22% FBTC Fidelity Wise Origin Bitcoin Fund -197.04 20,693.71 -0.95% COWZ Pacer US Cash Cows 100 ETF -181.21 20,822.91 -0.87% IWM iShares Russell 2000 ETF -166.87 61,875.92 -0.27% VTV Vanguard Value ETF -136.47 133,272.30 -0.10% FTEC Fidelity MSCI Information Technology Index ETF -120.57 13,123.17 -0.92% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -25.30 10,002.89 -0.25% Asset Allocation 54.62 25,036.07 0.22% Commodities ETFs 224.29 216,080.00 0.10% Currency 111.63 142,868.21 0.08% International Equity 628.93 1,809,268.18 0.03% International Fixed Income 373.03 292,908.39 0.13% Inverse 194.30 14,580.51 1.33% Leveraged -625.90 122,944.73 -0.51% US Equity 887.70 6,853,064.03 0.01% US Fixed Income 2,478.80 1,668,177.70 0.15% Total: 4,302.12 11,154,930.71 0.04% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Entrepreneur
2 days ago
- Business
- Entrepreneur
The Market's Silent Warning: What Bonds and Gold Reveal
Price action in different asset classes might be sending a warning to the stock market, threatening to compress its current valuations. This story originally appeared on MarketBeat The stock market is now faster and more aggressive than ever before, which is both good and bad. Because there are now more participants than in previous years and decades, every move and situation is assimilated faster due to the sheer volume of capital and information distribution, leading to opportunities and risks that weren't present for the previous generation of traders and investors. Spotting some of these dangers is key for these investors to avoid unnecessary losses and setbacks in their portfolios and wealth creation. Today's market activity has created a warning that no one with any kind of exposure to financial markets should ignore. This reasoning is connected to fundamentals and expected behavior in a risk-off environment. For this to work, investors will have to understand how to connect the dots between the price action in the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) and other asset classes that are considered "safe" or attractive for institutional investors when the risks in the future stack up to be too high, such as the SPDR Gold Shares (NYSEARCA: GLD) in the commodities space. As investors will see, both of these names are now creating a significant headwind for the SPDR S&P 500 ETF Trust (NYSEARCA: SPY). What Bonds Represent: The Most Important Indicator [content-module:CompanyOverview|NASDAQ:TLT] One of the most important drivers of any economy is money itself, its excess or lack thereof, its expensiveness or cheapness. When it comes to bonds, investors have access to a live quote of the current market value through the yield these instruments offer. Looking at the price action in the iShares 20+ Year Treasury Bond ETF, investors can note a decline of 7.4% over the past 12 months, underperforming the S&P 500 index significantly, but that's not the most important thing. Bond prices move inversely to their yields. Therefore, this ETF yields up to 4.4%, and here's what that means. This yield is a proxy for the cost of money today and, therefore, a proxy for how hard it can be for businesses to deliver on future growth. This yield tells everyone that money has become significantly more expensive than it was just three years ago. The fact that money is now more expensive has had an impact on the American consumer, as companies in the consumer discretionary sector have already shown signs of weakness, as consumers now see their budgets tightening and credit becoming less accessible. Recent examples are Lululemon Athletica Inc. (NASDAQ: LULU) and The Gap Inc. (NYSE: GAP), stocks that have dropped by double-digit percentage points during their latest quarterly earnings reports. Gold's Performance Signals Appetite For Safety [content-module:CompanyOverview|NYSEARCA:GLD] Historically, gold has been regarded as the best inflation and volatility hedge in the markets due to its limited supply, which not only helps mitigate the printing of fiat currency but also provides a more straightforward pricing mechanism during volatile markets like today's. With ongoing trade tariff negotiations between the United States and other nations, investors perceive too much risk in American bonds and currency, and the same applies to other international assets as well. Therefore, the only sensible approach is to go "risk off" and invest in a commodity like gold. That theme might explain the 42% rally that the SPDR Gold Shares gold ETF has delivered in just 12 months, signaling an apparent rotation and preference for the benefits that gold can offer during volatile and uncertain markets, such as the one most are experiencing today. Of course, all of this behavior, in bonds and gold, will eventually affect the S&P 500 and its current valuation. It All Comes Down to Stocks Understanding that more expensive money, as seen in bonds, will likely become a headwind in future earnings, valuations in the S&P 500 would have to be adjusted inevitably to reflect this fact. Knowing that this fact occurs in every cycle, investors have been flocking to gold instead, but here's what really matters. During the so-called "Liberation Day" of April 2025, when President Trump announced the tariffs to be implemented in the economy, the S&P 500 breached a 20% decline from its 52-week high, throwing it into an official bear market. Since then, the price has recovered in record time. However, price, along with volume, has now stalled just shy of its all-time high, meaning that confidence and momentum have not been enough to finalize this upside move. This effectively reflects the recent price action in gold driven by fears caused by bonds. Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now... See The Five Stocks Here
Yahoo
01-06-2025
- Business
- Yahoo
Here's How Much a $500-per-Month Investment in the S&P 500 Could Grow Over the Long Term
The S&P 500 index contains the best stocks in the world. Investing in exchange-traded funds that track the S&P 500 can be an great way for investors to grow their wealth over the long haul. 10 stocks we like better than SPDR S&P 500 ETF Trust › Investing in the S&P 500 index has been a great way for investors to grow their wealth for not just years but decades. Having a position in the top 500 stocks in the world is an easy way for anyone to invest in the stock market. There's no need to pick individual stocks, track the latest stock news and analyze it, or do anything else besides put money into an exchange-traded fund (ETF) that tracks the index. Whether you're a long-term investor who wants a simple strategy or if you just don't want to have to worry about tracking individual companies, having a position in the broad index can make a lot of sense. And even if you don't have thousands of dollars to invest today, investing money every month can still help you build up a massive portfolio in the long run. Below, I'll show you how a $500-per-month investment into an S&P 500 ETF can grow over a period of 25-plus years. Historically, the S&P 500 has averaged annual returns of around 10%. At that rate, it would take a little over seven years for an investment to double in value. And if that average holds up over 25 years, then your investment would grow to close to 11 times its original value. There's a huge incentive in tracking the S&P 500 simply because it'll always contain the best growth stocks on the market and rebalance on its own. You don't have to worry about making any decisions about which stocks to buy or sell. An ETF that does an excellent job of tracking the index is the SPDR S&P 500 ETF (NYSEMKT: SPY). It has a low expense ratio of 0.09%, and in return it gives you an easy way to invest in the top stocks on the market. As you can see from the chart below, the difference between the ETF's returns and the S&P 500's returns over the past decade has been negligible. Investing in an S&P 500 fund can be a no-brainer decision for long-term investors. And in the table below, you'll see how much your portfolio might be worth if you invest $500 each month into the SPY ETF. I've included multiple columns for potential returns to account for multiple scenarios, including a possible slowdown in the future. The biggest unknown when it comes to investing is always what that average annual return will be, and unfortunately, that will also have the most significant impact on any projections that you make. Year 9% Growth 10% Growth 11% Growth 25 $564,765 $668,945 $795,291 30 $922,237 $1,139,663 $1,415,114 35 $1,481,924 $1,914,138 $2,486,736 40 $2,358,215 $3,188,390 $4,339,481 Calculations and table by author. The table helps to illustrate just how significant even a 1% change in your annual return can impact your portfolio balance, especially in later years. But by investing $500 each month into the SPY ETF, you could be on track to grow your portfolio to $1 million one day. Through the power of compounding the longer you stay invested, the higher your portfolio is likely to grow. While there will be bad years along the way, staying the course, trusting the process, and remaining invested is the key to ensuring you reach your goals. Before you buy stock in SPDR S&P 500 ETF Trust, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and SPDR S&P 500 ETF Trust wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,049!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $828,224!* Now, it's worth noting Stock Advisor's total average return is 979% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 David Jagielski has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Here's How Much a $500-per-Month Investment in the S&P 500 Could Grow Over the Long Term was originally published by The Motley Fool
Yahoo
27-05-2025
- Business
- Yahoo
Is SPDR S&P Regional Banking ETF (KRE) a Strong ETF Right Now?
Launched on 06/19/2006, the SPDR S&P Regional Banking ETF (KRE) is a smart beta exchange traded fund offering broad exposure to the Financials ETFs category of the market. For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment. Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency. If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies. Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance. While this space offers a number of choices to investors, including simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies, not all these strategies have been able to deliver superior results. The fund is sponsored by State Street Global Advisors. It has amassed assets over $3.24 billion, making it one of the larger ETFs in the Financials ETFs. This particular fund, before fees and expenses, seeks to match the performance of the S&P Regional Banks Select Industry Index. The S&P Regional Banks Select Industry Index represents the regional banks segment of the S&P Total Market Index. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Operating expenses on an annual basis are 0.35% for this ETF, which makes it one of the least expensive products in the space. It's 12-month trailing dividend yield comes in at 2.77%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. For KRE, it has heaviest allocation in the Financials sector --about 100% of the portfolio. Taking into account individual holdings, Huntington Bancshares Inc (HBAN) accounts for about 3% of the fund's total assets, followed by East West Bancorp Inc (EWBC) and M + T Bank Corp (MTB). The top 10 holdings account for about 28.14% of total assets under management. The ETF has lost about -5.92% so far this year and is up about 18.49% in the last one year (as of 05/27/2025). In the past 52-week period, it has traded between $46.12 and $68.90. The fund has a beta of 0.87 and standard deviation of 31.92% for the trailing three-year period, which makes KRE a high risk choice in this particular space. With about 142 holdings, it effectively diversifies company-specific risk. SPDR S&P Regional Banking ETF is an excellent option for investors seeking to outperform the Financials ETFs segment of the market. There are other ETFs in the space which investors could consider as well. Invesco KBW Regional Banking ETF (KBWR) tracks KBW Nasdaq Regional Banking Index and the iShares U.S. Regional Banks ETF (IAT) tracks Dow Jones U.S. Select Regional Banks Index. Invesco KBW Regional Banking ETF has $47.26 million in assets, iShares U.S. Regional Banks ETF has $604.61 million. KBWR has an expense ratio of 0.35% and IAT charges 0.40%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Financials ETFs. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SPDR S&P Regional Banking ETF (KRE): ETF Research Reports M&T Bank Corporation (MTB) : Free Stock Analysis Report Huntington Bancshares Incorporated (HBAN) : Free Stock Analysis Report East West Bancorp, Inc. (EWBC) : Free Stock Analysis Report iShares U.S. Regional Banks ETF (IAT): ETF Research Reports Invesco KBW Regional Banking ETF (KBWR): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
26-05-2025
- Business
- Yahoo
Is SPDR S&P Dividend ETF (SDY) a Strong ETF Right Now?
The SPDR S&P Dividend ETF (SDY) made its debut on 11/08/2005, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market. Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy. Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns. But, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market. This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics. Methodologies like equal-weighting, one of the simplest options out there, fundamental weighting, and volatility/momentum based weighting are all choices offered to investors in this space, but not all of them can deliver superior returns. SDY is managed by State Street Global Advisors, and this fund has amassed over $19.68 billion, which makes it one of the largest ETFs in the Style Box - Large Cap Value. This particular fund, before fees and expenses, seeks to match the performance of the S&P High Yield Dividend Aristocrats Index. The S&P High Yield Dividend Aristocrats Index measures the performance of the highest dividend yielding S&P Composite 1500 Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Operating expenses on an annual basis are 0.35% for SDY, making it on par with most peer products in the space. SDY's 12-month trailing dividend yield is 2.63%. Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Industrials sector - about 20% of the portfolio. Consumer Staples and Utilities round out the top three. Looking at individual holdings, Verizon Communications Inc (VZ) accounts for about 2.52% of total assets, followed by Realty Income Corp (O) and Target Corp (TGT). Its top 10 holdings account for approximately 16.94% of SDY's total assets under management. The ETF has added about 1.33% and is up about 5.71% so far this year and in the past one year (as of 05/26/2025), respectively. SDY has traded between $121.58 and $144 during this last 52-week period. The ETF has a beta of 0.79 and standard deviation of 14.71% for the trailing three-year period, making it a medium risk choice in the space. With about 152 holdings, it effectively diversifies company-specific risk. SPDR S&P Dividend ETF is a reasonable option for investors seeking to outperform the Style Box - Large Cap Value segment of the market. However, there are other ETFs in the space which investors could consider. Schwab U.S. Dividend Equity ETF (SCHD) tracks Dow Jones U.S. Dividend 100 Index and the Vanguard Value ETF (VTV) tracks CRSP U.S. Large Cap Value Index. Schwab U.S. Dividend Equity ETF has $67.43 billion in assets, Vanguard Value ETF has $131.73 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Value. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SPDR S&P Dividend ETF (SDY): ETF Research Reports Verizon Communications Inc. (VZ) : Free Stock Analysis Report Target Corporation (TGT) : Free Stock Analysis Report Realty Income Corporation (O) : Free Stock Analysis Report Vanguard Value ETF (VTV): ETF Research Reports Schwab U.S. Dividend Equity ETF (SCHD): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
