{"id":1031,"date":"2021-02-23T18:13:34","date_gmt":"2021-02-23T18:13:34","guid":{"rendered":"https:\/\/etfinveste.pt\/?page_id=1031"},"modified":"2021-03-31T21:57:57","modified_gmt":"2021-03-31T21:57:57","slug":"analise1_spy","status":"publish","type":"page","link":"https:\/\/etfinveste.pt\/analise1_spy\/","title":{"rendered":"SPDR S&P 500 ETF Trust \u2013 SPY"},"content":{"rendered":"\t\t
\u00a0<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t <\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t <\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t \u00a0<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t \u00a0<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t SPDR S&P 500 ETF Trust \u2013 SPY \u00a0 DESCRI\u00c7\u00c3O O primeiro ETF a ser analisado \u00e9 um dos mais ic\u00f3nicos no mercado, tamb\u00e9m muito conhecido pelo seu ticker – SPY. Foi tamb\u00e9m um dos primeiros ETFs a ser lan\u00e7ado em 1993 pela SSGA (State Street Global Advisers). SPY det\u00e9m atualmente um dos ETFs com maior …<\/p>\n\n\n
\n\t \nSETORES<\/th> PESO<\/th>\n<\/tr>\n<\/thead>\n \n\t Tecnologias de Informa\u00e7\u00e3o<\/td> 27,39%<\/td>\n<\/tr>\n \n\t Sa\u00fade e Farmac\u00eauticas<\/td> 13,07%<\/td>\n<\/tr>\n \n\t Bens de consumo<\/td> 12,54%<\/td>\n<\/tr>\n \n\t Financeiras<\/td> 11,18%<\/td>\n<\/tr>\n \n\t Industriais e servi\u00e7os diversos<\/td> 8,35%<\/td>\n<\/tr>\n \n\t Consum\u00edveis<\/td> 6,04%<\/td>\n<\/tr>\n \n\t Energia<\/td> 2,77%<\/td>\n<\/tr>\n \n\t Servi\u00e7os de utilidade P\u00fablica<\/td> 2,55%<\/td>\n<\/tr>\n \n\t Imobili\u00e1rio<\/td> 2,45%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t \n\n
\n\t \nEMPRESA<\/th> PESO<\/th>\n<\/tr>\n<\/thead>\n \n\t Apple Inc.<\/td> 6,15%<\/td>\n<\/tr>\n \n\t Microsoft Corporation<\/td> 5,42%<\/td>\n<\/tr>\n \n\t Amazon.com Inc.<\/td> 4,14%<\/td>\n<\/tr>\n \n\t Facebook Inc. Class A<\/td> 1,91%<\/td>\n<\/tr>\n \n\t Alphabet Inc. Class A<\/td> 1,89%<\/td>\n<\/tr>\n \n\t Alphabet Inc. Class C<\/td> 1,83%<\/td>\n<\/tr>\n \n\t Tesla Inc<\/td> 1,66%<\/td>\n<\/tr>\n \n\t Berkshire Hathaway Inc. Class B<\/td> 1,46%<\/td>\n<\/tr>\n \n\t JPMorgan Chase & Co.<\/td> 1,39%<\/td>\n<\/tr>\n \n\t Johnson & Johnson<\/td> 1,30%<\/td>\n<\/tr>\n \n\t PESO EMPRESAS TOP 10<\/td> 27,15%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t PERFORMANCE<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
SPY tem tido bons resultados nos \u00faltimos anos, acompanhando a tend\u00eancia de subida do S&P500. Abaixo o gr\u00e1fico hist\u00f3rico da evolu\u00e7\u00e3o deste ETF indicando uma tend\u00eancia geral de subida, com descidas mais acentuadas devido \u00e0 crise do Subprime em 2008 e mais recentemente em Mar\u00e7o de 2020 com crise pand\u00e9mica COVID-19. Em per\u00edodos mais conturbados \u00e9 vis\u00edvel tamb\u00e9m as oscila\u00e7\u00f5es de volume. Tamb\u00e9m \u00e9 de frisar a estabilidade deste ativo que reporta, no geral, uma baixa volatilidade e exata rela\u00e7\u00e3o com o \u00edndice (Beta=1).<\/h4>\n
No quadro abaixo confirma-se n\u00e3o s\u00f3 evolu\u00e7\u00e3o da performance da SPY ao longo do tempo, como tamb\u00e9m na boa r\u00e9plica aos valores do \u00edndice S&P 500 com valores bastante uniformes. <\/h4>\n
De destaque tamb\u00e9m a conformidade geral do pre\u00e7o deste ETF com o seu NAV (Net Asset Value).<\/h4>\n<\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t \nPERFORMANCE (at\u00e9 21\/02\/2021)<\/th> SPY<\/th> SPY(NAV)<\/th> S&P500<\/th>\n<\/tr>\n<\/thead>\n \n\t 1 M\u00caS<\/td> 4,44%<\/td> 4%<\/td> 4,01%<\/td>\n<\/tr>\n \n\t 3 MESES<\/td> 9,28%<\/td> 10,08%<\/td> 10,12%<\/td>\n<\/tr>\n \n\t YTD<\/td> 4,95%<\/td> 4,40%<\/td> 4,42%<\/td>\n<\/tr>\n \n\t 1 ANO<\/td> 18,44%<\/td> 18,24%<\/td> 18,23%<\/td>\n<\/tr>\n \n\t 3 ANOS<\/td> 15,01%<\/td> 14,82%<\/td> 14,90%<\/td>\n<\/tr>\n \n\t 5 ANOS<\/td> 17,52%<\/td> 17,52%<\/td> 17,63%<\/td>\n<\/tr>\n \n\t 10 ANOS<\/td> 13,59%<\/td> 13,51%<\/td> 13,62%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t OUTROS DADOS<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
Al\u00e9m das informa\u00e7\u00f5es gerais, \u00e9 de destacar os baixos custos deste ETF (comiss\u00e3o de gest\u00e3o e TER) que fazem do SPY um dos ETFs mais conhecidos no mercado.<\/h4>\n
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\n\t C\u00f3digo ISIN\u00a0<\/td> US78462F1030<\/td>\n<\/tr>\n \n\t Ticker<\/td> SPY<\/td>\n<\/tr>\n \n\t Sociedade gestora<\/td> SSGA Funds Management Inc.<\/td>\n<\/tr>\n \n\t Data de lan\u00e7amento<\/td> 1993-01-22<\/td>\n<\/tr>\n \n\t Moeda<\/td> USD<\/td>\n<\/tr>\n \n\t Categoria<\/td> A\u00e7\u00f5es Estados Unidos<\/td>\n<\/tr>\n \n\t NAV<\/td> $386.97<\/td>\n<\/tr>\n \n\t AUM<\/td> $336,309.97 MM<\/td>\n<\/tr>\n \n\t Distribui\u00e7\u00e3o de Dividendos<\/td> Trimestral (Mar-Jun-Set-Dez)<\/td>\n<\/tr>\n \n\t Comiss\u00e3o de gest\u00e3o anual<\/td> 0,06\u00a0%<\/td>\n<\/tr>\n \n\t Total Expense Ratio (TER)\u00a0<\/td> 0,09\u00a0%<\/td>\n<\/tr>\n \n\t Beta (5 anos - mensal)<\/td> 1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t Aprecia\u00e7\u00e3o<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
<\/span>Performance consistente\u00a0<\/span><\/h6>
– Apesar de existirem outros ETFs com melhor performance, o SPY mant\u00e9m uma trajet\u00f3ria positiva;<\/h6>
\u00a0<\/span>Boa diversifica\u00e7\u00e3o<\/h4>
– ETF que abrange v\u00e1rios sectores e det\u00e9m empresas robustas no seu portf\u00f3lio;<\/h6>
Reduzidos <\/span>Custos e baixa Volatilidade\u00a0<\/h4>
– \u00c9 ainda um ETF elogiado pelos seus baixos custos e pouco vol\u00e1til, ideal para investidores mais conservadores;<\/h6>
\ud83d\udfe5 <\/span>Susceptivel \u00e0 economia Norte-Americana\u00a0<\/span><\/h6>
– ETF constru\u00eddo apenas com a\u00e7\u00f5es de empresas dos EUA, estando assim mais dependente do desempenho geral desse pa\u00eds;<\/span><\/h6>
\ud83d\udfe5 <\/span>Momento de investir pode n\u00e3o ser o ideal<\/span><\/span><\/h6>
– Neste momento o SPY est\u00e1 a superar m\u00e1ximos hist\u00f3ricos. Fica a quest\u00e3o se o seu pre\u00e7o poder\u00e1 sofrer uma corre\u00e7\u00e3o ou ocorrer uma invers\u00e3o no S&P 500 em breve;<\/span><\/h6>
US78462F1030<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"