We have qualitatively reviewed this strategy and reaffirmed its High Process and Above Average People ratings. The following text is from July 11, 2023. SPDR Portfolio S&P 1500 Composite Stock Market ETF effectively combines a broadly diversified portfolio of U.S. stocks with low turnover and a minuscule price, providing it with a durable edge over peers.
SPDR® Port S&P 1500 Comps Stk Mkt ETF SPTM
Morningstar’s Analysis SPTM
Will SPTM 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 31.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.32 | 545.1 Mil | Technology |
Microsoft Corp | 6.27 | 540.8 Mil | Technology |
NVIDIA Corp | 5.57 | 480.3 Mil | Technology |
Amazon.com Inc | 3.32 | 286.6 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.00 | 172.8 Mil | Communication Services |
Alphabet Inc Class A | 1.98 | 170.9 Mil | Communication Services |
Alphabet Inc Class C | 1.67 | 143.7 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.59 | 137.2 Mil | Financial Services |
Eli Lilly and Co | 1.32 | 114.0 Mil | Healthcare |
Broadcom Inc | 1.31 | 113.0 Mil | Technology |