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Morningstar

SPDR® Portfolio S&P 400 Mid Cap ETF SPMD

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SPMD

Will SPMD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPMD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPMD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPMD’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin SPDR ® Portfolio S&P 400 Mid Cap ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPMD

More SPMD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carlisle Companies Inc

0.77 78.0 Mil
Industrials

GoDaddy Inc Class A

0.74 74.9 Mil
Technology

Pure Storage Inc Class A

0.71 72.3 Mil
Technology

EMCOR Group Inc

0.71 71.6 Mil
Industrials

Williams-Sonoma Inc

0.70 71.2 Mil
Consumer Cyclical

Reliance Inc

0.65 65.9 Mil
Basic Materials

Owens-Corning Inc

0.60 61.0 Mil
Industrials

Lennox International Inc

0.60 60.9 Mil
Industrials

Burlington Stores Inc

0.57 58.0 Mil
Consumer Cyclical

Watsco Inc Class A

0.56 57.2 Mil
Industrials