SPDRS&P 500ETF

Find Ratings Reports
SPY : NAL : Financial
$247.42 | %
Today's Range: 0.0 - 0.0
Avg. Daily Volume: 6.32567E7
07/25/17 - 4:00 PM ET
RETURN AND EXPENSE COMPARISON (as of Jan 2017)
SPY Return and Expenses Comparison Chart
1 Month: -0.49% 1 Year: 17.52%
3 Month: 3.07% 3 Year: 9.45%
6 Month: 9.17% 5 Year; 14.87%
Year-to-Date 9.17%    
Last Dividend
(06/16/2017)
$1.18    
Last Cap Gain 0.0    
Expense Ratio 0.09%    
MOST RECENT RATINGS CHANGES
Date Price Action From To
03/31/2013 $156.67 Upgrade HOLD BUY
11/30/2010 $118.49 Upgrade SELL HOLD
10/31/2010 $118.49 Downgrade HOLD SELL
03/31/2010 $117.00 Upgrade SELL HOLD
07/31/2009 $98.81 Downgrade HOLD SELL
06/30/2009 $91.95 Upgrade SELL HOLD
05/31/2009 $92.53 Downgrade HOLD SELL
01/31/2009 $82.83 Downgrade BUY HOLD
11/30/2008 $90.09 Upgrade HOLD BUY
10/31/2008 $96.83 Downgrade BUY HOLD
08/31/2008 $128.79 Upgrade HOLD BUY
05/31/2008 $140.35 Downgrade BUY HOLD
04/30/2008 $138.26 Upgrade HOLD BUY
01/31/2008 $137.37 Downgrade BUY HOLD
05/31/2007 $153.32 Upgrade HOLD BUY
02/28/2007 $140.93 Downgrade BUY HOLD
01/31/2007 $143.75 Upgrade HOLD BUY
10/31/2006 $133.58 Upgrade SELL HOLD
08/31/2006 $129.81 Downgrade HOLD SELL
03/31/2006 $129.83 Downgrade BUY HOLD
09/30/2005 $123.04 Upgrade SELL BUY
06/30/2004 $123.04 No Change SELL SELL
Sector Allocation
SPY Sector Allocation Chart
Basic Materials2.33%
Capital Goods4.85%
Technology23.07%
Consumer Staples11.06%
Healthcare12.79%
Energy6.06%
Finance16.93%
Transportation2.3%
Communication Services2.25%
Utilities2.7%
Miscellaneous3.87%
RETURN AND VOLATILITY MEASURES
 1 Year3 Year
Alpha0.14%0.33%
Beta0.98%0.99%
R-squared100.0%100.0%
Standard Deviation5.71%10.2%
Semi-deviation0.56%1.73%
Definitions:
Alpha - measures the portfolio manager's contribution to performance that is independent of the benchmark.
Beta - measures the portfolio sensitivity to movements in the market relative to the selected underlying benchmark.
R-squared - mesausres how closely the derived forecast was able to explain the performance of the last three years. It also measures diversification with lower number indicating more independence from benchmark.
Standard deviation - measures how closely actual values matched the forecasted values for performance.
Semi-deviation - only considers values that fall below the risk free rate of return.
Top Ten Holdings
Apple Inc 3.94%
Microsoft Corp 2.66%
Amazon.com Inc 1.94%
Facebook Inc 1.76%
Johnson & Johnson 1.71%
Exxon Mobil Corp 1.64%
Berkshire Hathaway Inc 1.55%
Alphabet Inc 1.45%
JPMorgan Chase & Co 1.44%
Alphabet Inc 1.41%
 

Latest Stock Upgrades/Downgrades