Skip to Content
Morningstar

SPDR® Portfolio S&P 500 High Div ETF SPYD

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

Morningstar’s Analysis SPYD

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

People Pillar

The People Pillar is our evaluation of the SPYD 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 SPYD’s parent organization’s priorities and whether they’re in line with investors’ interests.

SPDR ® Portfolio S&P 500 High Div ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPYD

More SPYD Holdings
  • Current Portfolio Date
  • Equity Holdings 79
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 15.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amgen Inc

1.59
96,947,654
Healthcare

Phillips 66

1.58
95,931,025
Energy

Packaging Corp of America

1.53
92,953,187
Consumer Cyclical

Seagate Technology Holdings PLC

1.51
92,025,413
Technology

International Paper Co

1.50
91,620,132
Consumer Cyclical

AbbVie Inc

1.49
90,754,026
Healthcare

Chevron Corp

1.47
89,689,100
Energy

LyondellBasell Industries NV Class A

1.46
88,741,203
Basic Materials

International Business Machines Corp

1.43
87,063,252
Technology

NRG Energy Inc

1.42
86,425,527
Utilities