Stay in the Know

Todd Sohn

ETF Strategist

Patrick Rista

Advisory Sales

(646) 292-7984

prista@strategasasset.com

The Year of the ETF

12/18/2024

Loading video...

In the last video of 2024, Todd Sohn provides up an update on the continued growth of S&P 500 Index concentration, equity flows, measuring Fixed Income and performance and why he believes 2024 was the year of the ETF.
Definitions:
The S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States.  
The SPDR S&P 500 ETF Trust (SPY) is an exchange-traded fund that seeks to track the performance of the S&P 500 index, which is a basket of the largest publicly traded companies in the U.S. SPY is the oldest ETF listed on a U.S. exchange and is one of the most popular ETFs in the world. 
An exchange-traded fund (ETF) is a pooled investment security that can be bought and sold like an individual stock.  
Equity ETFs invest in a basket of company stocks (also known as equities or shares). They are the most common type of ETFs. 
Fund flows represent the cash that goes into or out of companies, financial assets, sectors, or other market categories. 
“Weighted” is a description of adjustments to a figure to reflect different proportions or "weights" of components that make up that figure.
Bond Exchange-Traded Funds (ETFs) are investment products that give you exposure to the performance of a diversified basket of bonds.
A “Fed rate cut” refers to when the Federal Reserve is lowering the Fed funds target rate.
Assets under management (AUM) is the market value of the investments managed by a person or entity on behalf of clients. AUM is used in conjunction with management performance and management experience when evaluating a company.
A long-duration strategy describes an investing approach in which an investor focuses on bonds with a high duration value.
Return is the financial gain or loss on an investment and is typically expressed as the change in the dollar value of an investment over time.
Spot Bitcoin ETFs are exchange-traded products (ETPs) that hold Bitcoins in a secure digital vault, which registered custodians manage.
A private credit exchange-traded fund (ETF) is a financial product that provides access to private credit, which is a type of non-bank lending to companies.

This communication was prepared by Strategas (“we,” “us,” or “our”), a brand that offers investment advisory services through Strategas Asset Management, LLC, an SEC Registered Investment Adviser, and provides research to institutional investors through Strategas Securities, LLC, a broker-dealer and FINRA member firm and an SEC Registered Investment Adviser.  This communication represents our views as of 12/16/2024, which are subject to change, and presented for illustrative purposes only. The information contained herein has been obtained from sources we believe to be reliable, but no guarantee of accuracy can be made. This communication is provided for informational purposes only and should not be construed as an offer, recommendation, nor solicitation to buy or sell any specific security, strategy, or investment product.  This communication does not constitute, nor should it be regarded as, investment research or a research report or securities recommendation and it does not provide information reasonably sufficient upon which to base an investment decision. This is not a complete analysis of every material fact regarding any company, industry, or security. Additional analysis would be required to make an investment decision. This communication is not based on the investment objectives, strategies, goals, financial circumstances, needs or risk tolerance of any particular client and is not presented as suitable to any other particular client. Past performance does not guarantee future results. All investments carry some level of risk, including loss of principal.

Strategas Asset Management, LLC and Strategas Securities, LLC are affiliated with Robert W. Baird & Co. Incorporated ("Baird"), a broker-dealer and FINRA member firm, and an SEC Registered Investment Adviser, although the firms conduct separate and distinct businesses.

The ETFs described herein are referenced solely for illustrative purposes and should not be construed as an investment recommendation. An investment in exchange traded funds involves risk, including the possible loss of principal. For important disclosures and risks relating to each ETF referenced herein, see each respective funds’ prospectus or contact your financial professional

The Market Anxiety Barometer

01/30/2025
What’s Going On in the Bond Market?

01/22/2025
Gauging Market Anxiety

01/17/2025
ETFs in 2025 vs. 2024

01/08/2025
The Year of the ETF

12/18/2024