SPDR S&P 500 Trust ETF

Innovator Announces Record Year for Defined Outcome ETFs™ as Bonds and Stocks Declined Together, Publishes New Upside Caps for 2023

Retrieved on: 
Tuesday, January 3, 2023

**“Buffer” refers to the amount of downside protection the fund seeks to provide, before fees and expenses, over the full Outcome Period.

Key Points: 
  • **“Buffer” refers to the amount of downside protection the fund seeks to provide, before fees and expenses, over the full Outcome Period.
  • Outcome Period is the intended length of time over which the defined outcomes are sought.
  • With $5.7B inflows in 20223, Innovator witnessed record advisor interest in its lineup of Defined Outcome ETFs ™ that use forward-looking investment strategies.
  • Innovator listed 11 ETFs in 2022, most recently including the Equity Managed Floor ETF™ ( SFLR ) and the Gradient Tactical Rotation Strategy ETF ( IGTR) .

Innovator Preps Reset of Defined Outcome ETF™ Lineup for 2023 As Challenging Year for Stocks and Bonds Comes to Close, Announces New Upside Cap Ranges

Retrieved on: 
Friday, December 23, 2022

As a result, the Cap set by each Fund may be higher or lower than the Cap Range.

Key Points: 
  • As a result, the Cap set by each Fund may be higher or lower than the Cap Range.
  • **“Buffer” refers to the amount of downside protection the fund seeks to provide, before fees and expenses, over the full Outcome Period.
  • The Upside Cap above is shown gross of the .175% quarterly (0.69% annual) management fee for BALT.
  • The ETFs simply reset at the end of their designated outcome period and can be held indefinitely.

Innovator Announces Upside Caps for Largest Reset of Defined Outcome ETF™ Lineup to Date Amid Challenging Year for Stocks and Bonds

Retrieved on: 
Monday, October 3, 2022

Investors who purchase shares after the start of an outcome period may be exposed to enhanced risk.

Key Points: 
  • Investors who purchase shares after the start of an outcome period may be exposed to enhanced risk.
  • The ETFs simply reset at the end of their designated outcome period and can be held indefinitely.
  • The Innovator Defined Outcome ETFs cover a large spectrum of domestic and international equities and bonds.
  • Innovators category-creating Defined Outcome ETF family includes Buffer ETFs, Floor ETFs, Accelerated ETFs and Managed Outcome ETFs.

Innovator Preps Largest Reset of Defined Outcome ETF™ Lineup to Date Amid Trying Year for Stocks and Bonds, Announces New Upside Cap Ranges for Coming Year and Quarter

Retrieved on: 
Monday, September 26, 2022

As a result, the Cap set by each Fund may be higher or lower than the Average Cap displayed above.

Key Points: 
  • As a result, the Cap set by each Fund may be higher or lower than the Average Cap displayed above.
  • The ETFs simply reset at the end of their designated outcome period and can be held indefinitely.
  • BALT was launched July 1 st , 2021 and will reset for the fifth time at the end of the quarter.
  • Innovators category-creating Defined Outcome ETF family includes Buffer ETFs, Floor ETFs, Accelerated ETFs and Managed Outcome ETFs.

Innovator Publishes New Upside Caps for the Rebalance of the July and Quarterly Defined Outcome ETFs™ Amid Increasing Recession Fears, Bear Market Volatility

Retrieved on: 
Friday, July 1, 2022

The wealth accumulation-oriented Accelerated ETFs premiered April 1st, 2021, and the July Accelerated ETFs with an annual outcome period completed their first outcome period at the end of the month.

Key Points: 
  • The wealth accumulation-oriented Accelerated ETFs premiered April 1st, 2021, and the July Accelerated ETFs with an annual outcome period completed their first outcome period at the end of the month.
  • As well, the quarterly resetting XDSQ and XDQQ completed their fifth full outcome period and reset for the fourth time.
  • Innovators category-creating Defined Outcome ETF familyincludes Buffer ETFs, Stacker ETFs and Floor ETFs.
  • Innovators category-creating Defined Outcome ETF family includes Buffer ETFs, Floor ETFs, Accelerated ETFs and Managed Outcome ETFs.

ETFMG Sit Ultra Short ETF (VALT) Exceeds $200 Million in Assets Under Management

Retrieved on: 
Wednesday, July 21, 2021

ETF Managers Group LLC (ETFMG), a leading thematic exchange-traded fund issuer, announced today that the Sit Ultra Short ETF (NYSE ARCA: VALT) has surpassed a remarkable milestone of $200 million1 in assets under management.

Key Points: 
  • ETF Managers Group LLC (ETFMG), a leading thematic exchange-traded fund issuer, announced today that the Sit Ultra Short ETF (NYSE ARCA: VALT) has surpassed a remarkable milestone of $200 million1 in assets under management.
  • ETFMG funds are proof as to the power of the ETF wrapper and that thematic products can have a place in investors portfolios.
  • Sit is a full product global asset manager offering management expertise in domestic equities, international equities and fixed income instruments.
  • ETF Managers Group LLC and ETFMG Financial LLC are wholly owned subsidiaries of Exchange Traded Managers Group LLC (collectively, ETFMG).

American Century Investments Adds Three New Funds to Its Active ETF Lineup

Retrieved on: 
Thursday, July 1, 2021

KANSAS CITY, Mo., July 1, 2021 /PRNewswire/ -- In response to growing client demand, American Century Investments, a $235 billion* global asset manager, today launched three additions to its active exchange traded funds (ETF) lineup .

Key Points: 
  • KANSAS CITY, Mo., July 1, 2021 /PRNewswire/ -- In response to growing client demand, American Century Investments, a $235 billion* global asset manager, today launched three additions to its active exchange traded funds (ETF) lineup .
  • American Century Sustainable Growth ETF (ESGY), American Century Multisector Income ETF (MUSI) and American Century Emerging Markets Bond ETF (AEMB) all are listed on the NYSE Arca exchange.
  • The Institute owns more than 40 percent of American Century Investments and has received dividend payments of $1.7 billion since 2000.
  • Exchange Traded Funds (ETFs): Foreside Fund Services, LLC , Distributor, not affiliated with American Century Investment Services, Inc.
    2021 American Century Proprietary Holdings, Inc. All rights reserved.

First Trust Launches the First Trust Expanded Technology ETF

Retrieved on: 
Tuesday, June 15, 2021

First Trust Advisors L.P. (First Trust) a leading exchange-traded fund (ETF) provider and asset manager, announced today that it has launched the First Trust Expanded Technology ETF (NYSE Arca: XPND) (the fund).

Key Points: 
  • First Trust Advisors L.P. (First Trust) a leading exchange-traded fund (ETF) provider and asset manager, announced today that it has launched the First Trust Expanded Technology ETF (NYSE Arca: XPND) (the fund).
  • Technological innovation doesnt follow the constraints of traditional sector classifications, said Ryan Issakainen, CFA, Senior Vice President and ETF Strategist at First Trust.
  • First Trust and its affiliate First Trust Portfolios L.P. (FTP), a FINRA registered broker-dealer, are privately held companies that provide a variety of investment services.
  • First Trust is the supervisor of the First Trust unit investment trusts, while FTP is the sponsor.

First Trust Expands its Thematic ETF Lineup with the First Trust Innovation Leaders ETF

Retrieved on: 
Wednesday, May 26, 2021

First Trust Advisors L.P. (First Trust) a leading exchange-traded fund (ETF) provider and asset manager, announced today that it has launched the First Trust Innovation Leaders ETF (NYSE Arca: ILDR) (the fund).

Key Points: 
  • First Trust Advisors L.P. (First Trust) a leading exchange-traded fund (ETF) provider and asset manager, announced today that it has launched the First Trust Innovation Leaders ETF (NYSE Arca: ILDR) (the fund).
  • The fund is managed by First Trust Advisors L.P., with selection and portfolio decisions made by a team of portfolio managers.
  • First Trust is the supervisor of the First Trust unit investment trusts, while FTP is the sponsor.
  • First Trust Advisors L.P. is an affiliate of First Trust Portfolios L.P., the funds distributor.

State Street Corporation Declares Second-Quarter Dividend on its Common Stock

Retrieved on: 
Wednesday, May 19, 2021

b"State Street Corporation (NYSE: STT) today announced a quarterly cash dividend of $0.52 per share of common stock, payable on July 12, 2021 to common shareholders of record at the close of business on July 1, 2021.\nState Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading.

Key Points: 
  • b"State Street Corporation (NYSE: STT) today announced a quarterly cash dividend of $0.52 per share of common stock, payable on July 12, 2021 to common shareholders of record at the close of business on July 1, 2021.\nState Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading.
  • With $40.3 trillion in assets under custody and/or administration and $3.6 trillion* in assets under management as of March 31, 2021, State Street operates globally in more than 100 geographic markets and employs approximately 39,000 worldwide.
  • For more information, visit State Street's website at www.statestreet.com .\n* Assets under management as of March 31, 2021 includes approximately $60 billion of assets with respect to SPDR\xc2\xae products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent.
  • SSGA FD and State Street Global Advisors are affiliated.\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210519005871/en/\n"