(ZPDF) SPDR S&P U.S. Financials - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE00BWBXM500 • Sector Equity Financial Services
ZPDF: Banks, Insurance, Capital Markets, Diversified Financials
SPDR S&P U.S. Financials Select Sector UCITS (XETRA:ZPDF) is an exchange-traded fund (ETF) designed to track the performance of the financial services sector in the U.S. It is listed on the XETRA exchange in Germany and is part of the Sector Equity Financial Services category. The fund replicates the Morningstar Global Financial Services TME NR USD Index, providing exposure to a diversified portfolio of U.S. financial services companies. The ETF is managed by State Street Global Advisors (SSGA), a leading global investment management firm. As of the latest data, the fund has assets under management (AUM) of 362.34 million EUR, indicating moderate scale and liquidity in the market.
From a technical standpoint, ZPDF has shown a mixed trend in recent months. The last price of 57.80 EUR reflects a slight premium to its 20-day simple moving average (SMA) of 57.62, while it trades at a premium to its 50-day SMA of 56.30. The 200-day SMA of 50.01 indicates a longer-term upward trend. The average true range (ATR) of 0.65 suggests moderate volatility, with price movements remaining relatively stable. Average daily volume of 8,856 shares highlights limited trading activity, which may impact liquidity for large transactions.
Based on the provided
Additional Sources for ZPDF ETF
ZPDF ETF Overview
Market Cap in USD | 410m |
Category | Sector Equity Financial Services |
TER | 0.15% |
IPO / Inception | 2015-07-07 |
ZPDF ETF Ratings
Growth Rating | 84.2 |
Fundamental | - |
Dividend Rating | 0.0 |
Rel. Strength | -5.98 |
Analysts | - |
Fair Price Momentum | 47.14 EUR |
Fair Price DCF | - |
ZPDF Dividends
No Dividends PaidZPDF Growth Ratios
Growth Correlation 3m | -87.7% |
Growth Correlation 12m | 79.2% |
Growth Correlation 5y | 83.9% |
CAGR 5y | 18.15% |
CAGR/Max DD 5y | 0.84 |
Sharpe Ratio 12m | 1.48 |
Alpha | 3.73 |
Beta | 0.719 |
Volatility | 32.77% |
Current Volume | 2.2k |
Average Volume 20d | 9.5k |
As of May 02, 2025, the stock is trading at EUR 49.94 with a total of 2,194 shares traded.
Over the past week, the price has changed by +1.03%, over one month by -7.31%, over three months by -13.90% and over the past year by +15.07%.
Yes. Based on ValueRay Analyses, SPDR S&P U.S. Financials (XETRA:ZPDF) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 84.15 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of ZPDF as of May 2025 is 47.14. This means that ZPDF is currently overvalued and has a potential downside of -5.61%.
SPDR S&P U.S. Financials has no consensus analysts rating.
According to ValueRays Forecast Model, ZPDF SPDR S&P U.S. Financials will be worth about 53.5 in May 2026. The stock is currently trading at 49.94. This means that the stock has a potential upside of +7.09%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 53.5 | 7.1% |