NVIDIA

Apple

Microsoft

Amazon

Alphabet

Tesla

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Broadcom

iShares Core S&P 500 ETF

IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee.

iShares MSCI EAFE Growth ETF

iShares Core MSCI EAFE ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

Invesco QQQ

Overall, ETFs pulled in $10.4 billion in capital last week, pushing the year-to-date inflows to $324.7 billion.

5 ETFs That Gained Investors Love Last Week

iShares Bitcoin Trust

iShares S&P 500 Growth ETF

iShares 20+ Year Treasury Bond ETF

During LSEG Lipper's fund-flows week that ended June 12, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the seventh week in eight, adding a net $6.3 billion. Equity funds (-$19.8 billion), mixed-assets funds (-$352 million), and commodities funds (-$60 million) reported outflows. General domestic taxable fixed income funds (+$119 million), alternative bond funds (+$62 million), and high yield funds (+$30 million) were the only taxable fixed income subgroups to observe inflows over the week.

U.S. Weekly FundFlows Insight Report: S&P 500 Index Funds See Largest Weekly Outflow On Record

SPDR Portfolio S&P 500 ETF

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

The S&P 500 index is having a spectacular rally despite last week's hawkish Federal Reserve decision. It soared to a record high, bringing the year-to-date gains to over 14%.

Good news for S&P 500 ETFs like SPY, VOO, SPLG, and IVV

iShares 7-10 Year Treasury Bond ETF

Invesco S&P 500 Equal Weight ETF

iShares 1-3 Year Treasury Bond ETF

The S&P 500 rose for a second straight week, finishing up 1.58% from last Friday. The index is currently up 14.52% year to date and has recorded a new all-time high 29 times this year.

S&P 500 Snapshot: Climbs 1.6% From Last Week

iShares Core U.S. Aggregate Bond ETF

iShares iBoxx High Yield Corporate Bond ETF

SPDR S&P 400 Mid Cap Growth ETF

iShares 0-3 Month Treasury Bond ETF

During LSEG Lipper's fund-flows week that ended June 5, 2024, investors were overall net purchasers of fund assets for the sixth week in seven, adding a net $39.4 billion. Mixed-assets funds (-$389 million) and alternative investments (-$186 million) reported outflows. In aggregate, spot bitcoin ETFs saw an inflow (+$1.2 billion) over the week, led by Fidelity Wise Origin Bitcoin Fund (FBTC) which logged its largest inflow (+$602 million) since the week ending March 13, 2024.

U.S. Weekly FundFlows Insight Report: Money Market Funds Add $29.2 Billion During First Week Of June

iShares Core S&P Mid-Cap ETF

iShares Core S&P Small Cap ETF

KKR (KKR), CrowdStrike (CRWD) and GoDaddy (GDDY) will enter the S&P 500, replacing Robert Half (RHI), Comerica (CMA) and Illumina (ILMN).

ETFs in Focus on the Upcoming S&P 500 Shake-Up

Invesco AI and Next Gen Software ETF

VanEck Vectors Retail ETF

VanEck Vectors Semiconductor ETF

Consumers are currently the most bullish on the outlook for stocks since May 2021. We have highlighted five ETFs having a solid Zacks ETF Rank #1 (Strong Buy) or 2 (Buy) that could be compelling ways to tap this bullish view.

Consumer Optimism at 3-Year High: 5 ETF Picks

The S&P 500 rebounded from last week, finishing up 1.32% from a week ago. The index is currently up 12.74% year to date and has recorded a new all-time high 25 times this year.

S&P 500 Snapshot: Rebounds 1.3% From Last Week

Blackrock US Equity Factor Rotation ETF

iShares MSCI EAFE ETF

iShares Core MSCI Emerging Markets ETF

iShares Investment Grade Bond Factor ETF

The BlackRock Target Allocation Team, which runs model portfolios followed by many advisors, turned even more bullish this week. Indeed, the current allocation to stocks is the highest it has been since 2021.

BlackRock Favoring Growth Heading Into Second Half

The S&P 500 snapped its five week win streak, finishing down 0.51% from a week ago, despite Friday's rally. The index is currently up 11.27% year to date and has recorded a new all-time high 24 times this year.

S&P 500 Snapshot: 5-Week Win Streak Snapped

ProShares S&P 500 Dividend Aristocrats ETF

Schwab US Dividend Equity ETF

Vanguard Dividend Appreciation ETF

Vanguard High Dividend Yield ETF

Dividends don't matter in the accumulation stage or in retirement; total return and risk level are what determine portfolio success, in my view. Many self-directed investors focus too much on dividends instead of making more money and creating a larger portfolio. Dividend metrics and strategies, such as dividend growth stocks and dividend-focused ETFs, have recently underperformed the market.

The Dividends Don't Matter

Investing $300/month at a 12% annual rate of return produces $3.5M in 40Y. Historically, the S&P 500 returned around 12%/year. However, the assumption of a 12% annual rate of return for the S&P 500 may not hold over the next 20-40 years due to geopolitical factors as deglobalization unfolds. Tactical investing, such as liquidating stock holdings before a recession, may be a viable alternative to long-term passive investing, especially for those nearing retirement.

IVV: Long-Term Passive Investing May Not Be The Way To Go

The S&P 500 see-sawed this week, ending with only minor gains (+0.03%) from a week ago. The index is currently up 11.85% year to date and has recorded a new all-time high 24 times this year.

S&P 500 Snapshot: See-Saw Week Ends with Minor Gains

Invesco S&P 500 Top 50 ETF

The renewed hopes of rate cuts make Wall Street analysts even more bullish on the S&P 500 Index.

ETFs to Bet on Analysts' Bullish Forecast for S&P 500

Direxion Daily S&P 500 Bull 3x Shares

ProShares Ultra S&P 500

ProShares UltraPro S&P500

Investors need to spend more time studying market behavior and less on superficial versions of past performance analysis. Here, I provide a breakdown of the S&P 500, featuring portions of my process, rather than picks, which I'll focus on in future articles.

S&P 500 And VOO: Here's The Bullish Case

Since FELC debuted as an active, transparent ETF in November 2023, it has already delivered fairly encouraging performance, beating a few S&P 500-tracking ETFs. My analysis shows that FELC is a leaner, growthier (with nuances), slightly cheaper version of the S&P 500-tracking IVV. FELC has exposure to non-S&P 500 companies. It is definitely worth watching, but I am hesitating to assign a Buy rating to it right now, owing to its too short track record as an active ETF.

FELC: Slightly Cheaper Than IVV, Outperforming For Now, Worth Watching

The S&P 500 posted its fourth consecutive weekly gain after notching a new all-time high this week. The index is currently up 11.82% year to date and has recorded a new all-time high 23 times this year.

S&P 500 Snapshot: Fourth Consecutive Weekly Gain

The US stock market has surged to new heights, with the S&P 500 index reaching a record high of 5,325 points and the DJIA index touching 40,000 points. Investors are experiencing euphoria, spurred by the unexpectedly low US inflation figures released earlier.

S&P 500 Index Hits Record High Amidst Lower Inflation

Fidelity Blue Chip Growth ETF

Roundhill Magnificent Seven ETF

Vanguard Mega Cap Value ETF

Expectations of interest rate cuts have made investors the "most bullish" since November 2021. We have highlighted five ETFs that could be compelling ways to tap this view.

ETFs to Tap as Investors Turn Most Bullish Since November 2021

Goldman Sachs TreasuryAccess 0-1 Year ETF

iShares Russell 2000 ETF

iShares U.S. Real Estate ETF

Janus Henderson AAA CLO ETF

iShares TIPS Bond ETF

After seeing their third-largest weekly outflow on record, money markets have recorded three straight weeks of inflows. Mixed-assets funds was the only group to suffer outflows. Spot bitcoin ETFs saw an inflow a week after seeing their first outflow since the products launched.

U.S. Weekly FundFlows Insight Report: Fixed Income ETFs Record Largest Inflow In Over Five Years, Adding $9.4 Billion

The S&P 500 posted its third straight weekly gain for the first time since early February. The index is currently up 10.12% year to date and now sits 0.60% below its record close from March 28, 2024.

S&P 500 Snapshot: Third Straight Weekly Gain

First Trust Capital Strength ETF

Industrial Select Sector SPDR Fund

Despite concerns about inflation and the likelihood of interest rates remaining high for long, U.S. stocks have shown resilience in recent weeks on earnings strength.

Time to Tap Wall Street ETFs on Earnings Strength?

Alps Smith Core Plus Bond ETF

T Rowe Price Blue Chip Growth ETF

After a record-setting first quarter of $65 billion of net inflows for actively managed ETFs, many of the largest such funds brought in fresh money in April. Advisor and end investor demand for security selection combined with the benefits of the ETF structure remains strong.

Active ETFs Gain Share But Education Remains Key

The S&P 500 finished in the green this week thanks to a late week rally. The index is currently up 8.12% year to date and now sits 2.41% below its record close from March 28, 2024.

S&P 500 Snapshot: Late Week Rally Leads to Weekly Gains

While S&P 500 index-based ETFs were down 4% in April, they remained positive for the year. We believe as more institutional and retail investors turn to ETFs, these products will further swell in size.

News for iShares Core S&P 500 ETF ETF (IVV)