We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. SPDR Portfolio S&P 500 Growth ETF SPYG constructs a market-cap-weighted portfolio of fast-growing U.S. large-cap stocks at a rock-bottom fee, a recipe for success over the long run. The following text is from April 26, 2023.
SPDR® Portfolio S&P 500 Growth ETF SPYG
Morningstar’s Analysis SPYG
Will SPYG 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 58.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 13.07 | 3.2 Bil | Technology |
Apple Inc | 10.46 | 2.6 Bil | Technology |
NVIDIA Corp | 8.79 | 2.2 Bil | Technology |
Amazon.com Inc | 7.09 | 1.7 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.71 | 1.2 Bil | Communication Services |
Alphabet Inc Class A | 4.03 | 986.1 Mil | Communication Services |
Alphabet Inc Class C | 3.41 | 834.3 Mil | Communication Services |
Eli Lilly and Co | 2.57 | 628.7 Mil | Healthcare |
Broadcom Inc | 2.37 | 581.3 Mil | Technology |
Tesla Inc | 1.73 | 423.9 Mil | Consumer Cyclical |