spdr

Investing in Sector ETFs

Investors looking for more than just broad exposure to U.S. equities through traditional mutual funds and ETFs frequently target funds that invest in specific types of investments or sectors. This  

Sector Round-Up | WSBS 521

Percent Gain/Loss 1 Month 3 Month YTD Communication Services (XLC) 6.52% 12.99% 14.11% Consumer Discretionary (XLY) 7.30% 7.41% 10.82% Consumer Staples (XLP) 0.31% 5.12% 1.99% Energy (XLE) -0.63% 23.21% 32.22% Financials (XLF) 4.57% 21.67% 21.91% Health Care (XLV) 4.41% 5.32% 7.70% Industrials (XLI) 3.63% 17.60% 15.06% Materials (XLB) 4.67% 15.78% 15.22% Real Estate (XLRE) 5.69% 13.54% 15.37% Technology (XLK) 6.84% 7.35% 9.02% Utilities (XLU) 3.36% 4.98% 4.63% Source: Select SPDR ETFs Let’s start with a look at communications services,  

Portfolio Updates | WSBE 521

PORTFOLIO UPDATES ETFs Cohen & Steers Infrastructure Fund (UTF) Cohen & Steers Infrastructure Fund is a closed-end equity fund investing primarily in value stocks of infrastructure companies across all market capitalizations in the  

Current Portfolio | WSBE 521

ETFs Symbol Price Bought Price on 5/3/2021 Gain/Loss % Rating Dividends YTD Cohen & Steers Infrastructure Fund, Inc UTF $26.89 $29.23 10% Hold $0.47 Cohen & Steers REIT and Preferred Income RNP $23.34 $25.96 13% Hold $0.37 Consumer Discretionary Select Sector SPDR XLY $116.94 $178.07 53% Hold $0.26 SPDR S&P 500 ETF Trust SPY $218.25 $418.20 92% Hold $1.28 Vanguard Dividend Appreciation Index VIG $105.13 $154.16 47% Hold $0.51 Mutual Funds Symbol Price Bought Price on 5/3/2021 Gain/Loss % Rating Dividends YTD Artisan  

Sector Round-Up | WSBE 521

Percent Gain/Loss 1 Month 3 Month YTD Communication Services (XLC) 6.52% 12.99% 14.11% Consumer Discretionary (XLY) 7.30% 7.41% 10.82% Consumer Staples (XLP) 0.31% 5.12% 1.99% Energy (XLE) -0.63% 23.21% 32.22% Financials (XLF) 4.57% 21.67% 21.91% Health Care (XLV) 4.41% 5.32% 7.70% Industrials (XLI) 3.63% 17.60% 15.06% Materials (XLB) 4.67% 15.78% 15.22% Real Estate (XLRE) 5.69% 13.54% 15.37% Technology (XLK) 6.84% 7.35% 9.02% Utilities (XLU) 3.36% 4.98% 4.63% Source: SPDR Select ETFs The consumer discretionary sector took the lead in  

Funds & ETFs 840

iShares Select Dividend ETF (DVY)| Daily Alert March 29 Dividends are important to our portfolio’s performance. iShares Select Dividend ETF is up 25% from the 91.82 used in our report last