We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. SPDR Portfolio S&P 500 Growth ETF SPYG constructs a market-cap-weighted portfolio of fast-growing U.S. large-cap 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 Growth ETF SPYG
Morningstar’s Analysis SPYG
Will SPYG 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 60.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.45 | 3.4 Bil | Technology |
NVIDIA Corp | 11.58 | 3.2 Bil | Technology |
Apple Inc | 11.36 | 3.1 Bil | Technology |
Amazon.com Inc | 6.60 | 1.8 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.23 | 1.2 Bil | Communication Services |
Alphabet Inc Class A | 4.12 | 1.1 Bil | Communication Services |
Alphabet Inc Class C | 3.48 | 948.6 Mil | Communication Services |
Eli Lilly and Co | 2.67 | 729.0 Mil | Healthcare |
Broadcom Inc | 2.36 | 643.0 Mil | Technology |
Tesla Inc | 1.95 | 531.7 Mil | Consumer Cyclical |