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Morningstar

SPDR® Portfolio S&P 600™ Sm Cap ETF SPSM

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

Morningstar’s Analysis SPSM

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

  • People Pillar

    The People Pillar is our evaluation of the SPSM 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 SPSM’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 600 ™ Sm Cap ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPSM

More SPSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ATI Inc

0.62 70.0 Mil
Industrials

Fabrinet

0.61 68.5 Mil
Technology

Mueller Industries Inc

0.60 67.8 Mil
Industrials

Ensign Group Inc

0.60 67.3 Mil
Healthcare

SPS Commerce Inc

0.59 66.6 Mil
Technology

Meritage Homes Corp

0.55 61.4 Mil
Consumer Cyclical

Comerica Inc

0.54 61.3 Mil
Financial Services

SPX Technologies Inc

0.52 59.0 Mil
Industrials

Carpenter Technology Corp

0.52 58.6 Mil
Industrials

Robert Half Inc

0.48 54.2 Mil
Industrials