Morningstar

SPDR® S&P 500 Fossil Fuel Rsrv Free ETF SPYX

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

Morningstar’s Analysis SPYX

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

  • People Pillar

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

A sound investment process and strong management team underpin SPDR ® S&P 500 Fossil Fuel Rsrv Free ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPYX

More SPYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.29 136.0 Mil
Technology

Microsoft Corp

6.76 126.0 Mil
Technology

NVIDIA Corp

6.44 120.0 Mil
Technology

Amazon.com Inc

3.77 70.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.62 48.8 Mil
Communication Services

Alphabet Inc Class A

2.01 37.5 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.75 32.7 Mil
Financial Services

Broadcom Inc

1.75 32.6 Mil
Technology

Alphabet Inc Class C

1.66 30.9 Mil
Communication Services

Eli Lilly and Co

1.51 28.2 Mil
Healthcare

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