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.
State Street® US Equity Premium Income ETF SPIN
Morningstar’s Analysis SPIN
Will SPIN outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.66 | 4M | Technology |
Alphabet Inc Class A | 6.08 | 3M | Communication Services |
Microsoft Corp | 5.92 | 3M | Technology |
Apple Inc | 5.74 | 3M | Technology |
Amazon.com Inc | 4.83 | 2M | Consumer Cyclical |
Broadcom Inc | 3.68 | 2M | Technology |
Meta Platforms Inc Class A | 2.80 | 1M | Communication Services |
Advanced Micro Devices Inc | 2.78 | 1M | Technology |
JPMorgan Chase & Co | 2.23 | 1M | Financial Services |
Applied Materials Inc | 2.04 | 924,014 | Technology |
United States