We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. SPDR Portfolio S&P 500 Value ETF SPYV constructs a well-diversified, market-cap-weighted basket of U.S. value stocks at a rock-bottom fee, a recipe for success over the long run. The following text is from April 26, 2023.
SPDR® Portfolio S&P 500 Value ETF SPYV
Morningstar’s Analysis SPYV
Will SPYV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.83 | 809.1 Mil | Financial Services |
JPMorgan Chase & Co | 2.97 | 627.2 Mil | Financial Services |
Exxon Mobil Corp | 2.65 | 560.0 Mil | Energy |
Johnson & Johnson | 1.80 | 380.6 Mil | Healthcare |
Walmart Inc | 1.43 | 302.3 Mil | Consumer Defensive |
UnitedHealth Group Inc | 1.42 | 300.6 Mil | Healthcare |
Chevron Corp | 1.41 | 298.7 Mil | Energy |
Bank of America Corp | 1.37 | 289.4 Mil | Financial Services |
Procter & Gamble Co | 1.20 | 253.9 Mil | Consumer Defensive |
Wells Fargo & Co | 1.10 | 231.9 Mil | Financial Services |