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Morningstar

SPDR® Portfolio S&P 500® High Div ETF SPYD

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

Morningstar’s Analysis SPYD

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

  • People Pillar

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

SPDR ® Portfolio S&P 500 ® High Div ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPYD

More SPYD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Iron Mountain Inc

1.68 99.5 Mil
Real Estate

Public Service Enterprise Group Inc

1.62 95.9 Mil
Utilities

Williams Companies Inc

1.57 92.7 Mil
Energy

Hasbro Inc

1.53 90.3 Mil
Consumer Cyclical

International Paper Co

1.51 89.3 Mil
Consumer Cyclical

ONEOK Inc

1.48 87.6 Mil
Energy

Kinder Morgan Inc Class P

1.48 87.4 Mil
Energy

Essex Property Trust Inc

1.47 87.0 Mil
Real Estate

Equity Residential

1.47 86.9 Mil
Real Estate

Citigroup Inc

1.46 86.3 Mil
Financial Services