Skip to Content
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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPMD

More SPMD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

1.03 103.4 Mil
Utilities

Carlisle Companies Inc

0.73 74.1 Mil
Industrials

Williams-Sonoma Inc

0.72 72.8 Mil
Consumer Cyclical

GoDaddy Inc Class A

0.69 69.6 Mil
Technology

EMCOR Group Inc

0.66 66.4 Mil
Industrials

Reliance Inc

0.63 63.9 Mil
Basic Materials

Pure Storage Inc Class A

0.59 59.4 Mil
Technology

Owens-Corning Inc

0.58 58.5 Mil
Industrials

Lennox International Inc

0.56 56.8 Mil
Industrials

Watsco Inc Class A

0.55 55.1 Mil
Industrials