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 31.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.53 | 594.4 Mil | Technology |
Microsoft Corp | 5.89 | 536.4 Mil | Technology |
NVIDIA Corp | 5.75 | 523.5 Mil | Technology |
Amazon.com Inc | 3.23 | 294.4 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.42 | 220.4 Mil | Communication Services |
Alphabet Inc Class A | 1.85 | 168.2 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.58 | 143.9 Mil | Financial Services |
Alphabet Inc Class C | 1.53 | 139.0 Mil | Communication Services |
Broadcom Inc | 1.52 | 138.5 Mil | Technology |
Eli Lilly and Co | 1.33 | 120.9 Mil | Healthcare |