(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 and , the three-month forecast for ZPDF is as follows: The ETF is expected to maintain its upward trajectory, supported by the positive slope of its 20-day and 50-day SMAs. However, the narrowing gap between the 20-day and 50-day SMAs suggests potential consolidation in the near term. The ATR of 0.65 indicates that price fluctuations are likely to remain bounded, with resistance near 58.50 and support around 56.00. On the fundamental side, the AUM of 362.34M EUR reflects investor confidence in the financial services sector, which could drive further inflows into the ETF. Overall, ZPDF is expected to trade in a range-bound manner with a slight bullish bias over the next three months.

Additional Sources for ZPDF ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

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 Paid

ZPDF 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
What is the price of ZPDF stocks?
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%.
Is SPDR S&P U.S. Financials a good stock to buy?
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%.
Is ZPDF a buy, sell or hold?
SPDR S&P U.S. Financials has no consensus analysts rating.
What are the forecast for ZPDF stock price target?
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%