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Morningstar

SPDR® S&P 500 ETF SPY5

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

Morningstar’s Analysis SPY5

Will SPY5 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 SPY5’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SPY5 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 SPY5’s parent organization’s priorities and whether they’re in line with investors’ interests.

Large- to mid-cap exposure to the US equities at an attractive fee, although cheaper alternatives exist.

Director Monika Calay

Monika Calay

Director

Summary

SPDR S&P 500 ETF tracks the S&P 500, a market-cap-weighted US large-cap equity index. The fund's low fee and a soundly constructed and reasonably representative portfolio leave it well positioned to continue its long streak of producing superior risk-adjusted returns relative to its peers over the long haul, meriting a Morningstar Analyst Rating of Silver.

by Monika Calay
Rated on Published on

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Portfolio Holdings SPY5

More SPY5 Holdings
  • Current Portfolio Date
  • Equity Holdings 503
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.17
389,487,884
Technology

Microsoft Corp

6.50
352,757,832
Technology

Amazon.com Inc

2.67
145,089,604
Consumer Cyclical

NVIDIA Corp

1.94
105,348,801
Technology

Alphabet Inc Class A

1.82
98,826,972
Communication Services

Berkshire Hathaway Inc Class B

1.68
91,243,263
Financial Services

Alphabet Inc Class C

1.60
86,727,508
Communication Services

Meta Platforms Inc Class A

1.52
82,566,262
Communication Services

Exxon Mobil Corp

1.38
75,145,545
Energy

UnitedHealth Group Inc

1.31
70,879,659
Healthcare