SPDR S&P Dividend ETF’s demanding dividend requirement breeds a high-quality portfolio of disciplined companies. It sacrifices some upside for stability but should continue to reward long-term investors willing to accept the trade-off.
State Street® SPDR® S&P® Dividend ETF SDY
Morningstar’s Analysis SDY
Will SDY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SDY 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 SDY’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Verizon Communications Inc | 2.40 | 512M | Communication Services |
Realty Income Corp | 2.15 | 459M | Real Estate |
Qualcomm Inc | 1.74 | 370M | Technology |
Kenvue Inc | 1.67 | 357M | Consumer Defensive |
Kimberly-Clark Corp | 1.63 | 348M | Consumer Defensive |
Target Corp | 1.59 | 338M | Consumer Defensive |
Texas Instruments Inc | 1.56 | 334M | Technology |
Automatic Data Processing Inc | 1.56 | 333M | Technology |
AbbVie Inc | 1.46 | 312M | Healthcare |
Chevron Corp | 1.44 | 308M | Energy |
United States