Morningstar

State Street® 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 the 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.

Mid-cap portfolio of US equities at an attractive fee.

Associate Analyst Madeleine Black

Madeleine Black

Associate Analyst

Summary

SPDR S&P 400 US Mid Cap ETF offers diversified exposure to US mid-cap stocks. A soundly constructed and reasonably representative benchmark sets this strategy up to post attractive risk-adjusted returns relative to its peers over the long haul.

by Madeleine Black
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Portfolio Holdings SPMD

More SPMD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twilio Inc Class A

0.88 160M
Technology

TechnipFMC PLC

0.81 147M
Energy

Illumina Inc

0.79 144M
Healthcare

Carpenter Technology Corp

0.78 141M
Industrials

Curtiss-Wright Corp

0.73 133M
Industrials

ATI Inc

0.71 130M
Industrials

XPO Inc

0.71 129M
Industrials

nVent Electric PLC

0.70 128M
Industrials

Okta Inc Class A

0.70 128M
Technology

Woodward Inc

0.66 120M
Industrials

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