Morningstar

State Street® US Equity Premium Income ETF SPIN

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

Morningstar’s Analysis SPIN

Will SPIN outperform in the 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 SPIN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street® US Equity Premium Inc ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPIN

More SPIN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.48 4M
Technology

Microsoft Corp

7.56 3M
Technology

Apple Inc

6.05 3M
Technology

Alphabet Inc Class A

5.47 3M
Communication Services

Amazon.com Inc

5.01 2M
Consumer Cyclical

Broadcom Inc

3.33 2M
Technology

Meta Platforms Inc Class A

3.22 1M
Communication Services

Micron Technology Inc

2.57 1M
Technology

Eli Lilly and Co

2.28 1M
Healthcare

ExxonMobil Holdings Corp

2.24 1M
Energy

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