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SPDR® S&P MIDCAP 400 ETF Trust MDY

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

Morningstar’s Analysis MDY

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

  • People Pillar

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

Diversified exposure to mid-cap stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

SPDR S&P MIDCAP 400 ETF Trust MDY effectively combines a broadly diversified portfolio of U.S. mid-cap stocks with low turnover and a minuscule price, providing it with a durable edge over its category peers.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings MDY

More MDY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

0.99 207.5 Mil
Utilities

Carlisle Companies Inc

0.73 153.5 Mil
Industrials

Williams-Sonoma Inc

0.71 149.8 Mil
Consumer Cyclical

GoDaddy Inc Class A

0.67 140.3 Mil
Technology

EMCOR Group Inc

0.65 136.8 Mil
Industrials

Reliance Inc

0.64 133.2 Mil
Basic Materials

Pure Storage Inc Class A

0.58 121.9 Mil
Technology

Owens-Corning Inc

0.58 121.7 Mil
Industrials

Lennox International Inc

0.58 120.8 Mil
Industrials

Watsco Inc Class A

0.54 114.0 Mil
Industrials