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SPDR® Portfolio S&P 500 Value ETF SPYV

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

Morningstar’s Analysis SPYV

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

  • People Pillar

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

Cheap exposure to value stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. SPDR Portfolio S&P 500 Value ETF SPYV constructs a well-diversified, market-cap-weighted basket of U.S. value stocks at a rock-bottom fee, a recipe for success over the long run. The following text is from April 26, 2023.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings SPYV

More SPYV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.84 800.9 Mil
Financial Services

JPMorgan Chase & Co

2.87 598.2 Mil
Financial Services

Exxon Mobil Corp

2.48 517.6 Mil
Energy

Johnson & Johnson

1.86 387.7 Mil
Healthcare

Chevron Corp

1.46 304.2 Mil
Energy

UnitedHealth Group Inc

1.44 300.3 Mil
Healthcare

Bank of America Corp

1.36 284.5 Mil
Financial Services

Walmart Inc

1.30 272.4 Mil
Consumer Defensive

Procter & Gamble Co

1.20 249.7 Mil
Consumer Defensive

Wells Fargo & Co

1.13 236.2 Mil
Financial Services