Skip to Content
Morningstar

SPDR® S&P 500 ETF SPY

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

Morningstar’s Analysis SPY

Will SPY 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 SPY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPY 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 SPY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Among the best for large-cap investors.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

SPDR S&P 500 funds offer well-diversified, market-cap-weighted portfolios of 500 of the largest U.S. stocks. The funds accurately represent the large-cap opportunity set while charging rock-bottom fees,a recipe for success over the long run.

by Mo'ath Almahasneh
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPY

More SPY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.02 19.8 Bil
Technology

Microsoft Corp

5.46 17.9 Bil
Technology

Amazon.com Inc

4.10 13.4 Bil
Consumer Cyclical

Facebook Inc A

1.92 6.3 Bil
Communication Services

Alphabet Inc A

1.89 6.2 Bil
Communication Services

Alphabet Inc Class C

1.84 6.0 Bil
Communication Services

Tesla Inc

1.59 5.2 Bil
Consumer Cyclical

Berkshire Hathaway Inc Class B

1.45 4.8 Bil
Financial Services

JPMorgan Chase & Co

1.39 4.6 Bil
Financial Services

Johnson & Johnson

1.30 4.3 Bil
Healthcare