4 min readBy Ron Koren ETF Insider
AAAU VS BAR: Sectors and Top Holdings
Both AAAU & BAR aim to track the price of gold, but their methods differ. AAAU's gold holdings are stored in the mint's vaults, providing a tangible link.
The SPDR Portfolio Total Market ETF (SPTM) is managed by SSGA Funds Management, Inc. (SSGA FM), serving as the investment adviser to the fund. SPTM seeks to track the performance of the S&P Composite 1500 Index using a sampling strategy, allowing flexibility in selecting a subset of the securities from the index while maintaining similar risk and return characteristics. Under normal market conditions, SPTM invests at least 80% of its total assets in securities from the Index, which encompasses a wide range of large-, mid-, and small-capitalization segments of the U.S. equity market. SPTM's investment strategy may include equity securities not included in the Index, cash, money market instruments, and futures contracts. SPTM aims to provide diversified exposure to the U.S. equity market while minimizing tracking error. The Index is sponsored by S&P Dow Jones Indices LLC, independent of both the fund and its adviser. As of August 31, 2022, a significant portion of SPTM's holdings were in the technology sector, though its composition may change over time.
The SPDR Portfolio Total Market ETF (SPTM) focuses on tracking the performance of the S&P Composite 1500 Index. While the ETF primarily aims for broad market exposure, its dividend distribution is influenced by the underlying index's constituent companies' dividend policies and performances. SPTM typically distributes dividends on a regular basis, with the frequency of distributions determined by the individual dividend policies of the companies within the index. Investors considering SPTM may appreciate its diversified approach to investing in U.S. equities, with dividends being an integral part of the overall investment strategy.
The SPDR Portfolio Total Market ETF (SPTM) aims to track the performance of the S&P Composite 1500 Index using a sampling strategy. This approach allows the ETF to replicate the risk and return characteristics of the index by holding a subset of its constituent securities. Typically, SPTM invests at least 80% of its total assets in the securities that make up the S&P Composite 1500 Index. Additionally, the ETF may include equity securities not included in the index, such as common stock, preferred stock, depositary receipts, and shares of other investment companies, as well as cash and money market instruments. SPTM provides exposure to the U.S. equity market across various capitalization segments, including large-, mid-, and small-cap stocks, as represented by the underlying S&P indices. The index composition and weightings are determined by S&P Dow Jones Indices LLC, the index provider, and are subject to periodic rebalancing.
The correlation aspect of the SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) primarily revolves around its objective to track the S&P Composite 1500 Index. Given its tracking goal, SPTM typically exhibits a strong correlation with the broader U.S. equity market. This high correlation makes SPTM a valuable tool for investors looking to gain exposure to a diversified portfolio of large, mid, and small-cap stocks within the United States. By utilizing the ETF insider web app, investors can delve deeper into SPTM's correlations, examining its relationships with various asset classes and sectors, ultimately aiding in portfolio diversification and risk management strategies while uncovering valuable market insights and overlap trends.
The SPDR Portfolio Total Market ETF (SPTM) covers a broad spectrum of sectors within its portfolio, aiming to replicate the performance of the S&P Composite 1500 Index. This ETF employs a sampling strategy to invest in a subset of securities within the index, with a primary focus on large-, mid-, and small-cap stocks in the U.S. equity market. As of August 31, 2022, the fund held a significant portion of assets in the technology sector, although its holdings may change over time. SPTM offers investors exposure to a diversified range of industries, allowing for potential growth and risk mitigation based on market trends and conditions.
The exposure characteristic of the SPDR Portfolio Total Stock Market ETF (SPTM) reflects its objective to track the performance of the S&P Composite 1500 Index. This ETF employs a sampling strategy, allowing it to hold a portfolio of securities with similar risk and return characteristics to the Index, without the need to purchase all the underlying securities. SPTM aims to represent the large, mid, and small-cap segments of the U.S. equity market, providing investors with broad exposure to various industries and sectors. For detailed insights into SPTM's exposure and correlations, investors can utilize the ETF Insider web app, which offers comprehensive data and visualization tools for all U.S. ETFs, helping investors make informed decisions.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
4 min readBoth AAAU & BAR aim to track the price of gold, but their methods differ. AAAU's gold holdings are stored in the mint's vaults, providing a tangible link.
4 min readThe PBE ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
4 min readDecoding the DRV ETF" provides an analytical examination of the Direxion Daily MSCI Real Estate Bear 3X ETF, commonly known as DRV. The article explains its leverage-based strategy of profiting from declines in the real estate sector, as well as potential risks and rewards. The content is tailored for advanced investors seeking to understand more about inverse and leveraged ETF strategies.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
