We have qualitatively reviewed this strategy and reaffirmed its High Process and Above Average People ratings. The following text is from July 11, 2023. SPDR Portfolio S&P 1500 Composite Stock Market ETF effectively combines a broadly diversified portfolio of U.S. stocks with low turnover and a minuscule price, providing it with a durable edge over peers.
SPDR® Port S&P 1500 Comps Stk Mkt ETF SPTM
Morningstar’s Analysis SPTM
Will SPTM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.73 | 578.8 Mil | Technology |
Apple Inc | 6.17 | 530.7 Mil | Technology |
NVIDIA Corp | 6.10 | 524.5 Mil | Technology |
Amazon.com Inc | 3.62 | 311.8 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.28 | 195.8 Mil | Communication Services |
Alphabet Inc Class A | 2.18 | 187.3 Mil | Communication Services |
Alphabet Inc Class C | 1.83 | 157.0 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.48 | 127.7 Mil | Financial Services |
Eli Lilly and Co | 1.45 | 124.8 Mil | Healthcare |
Broadcom Inc | 1.38 | 118.8 Mil | Technology |