We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. SPDR Portfolio S&P 500 Growth ETF SPYG constructs a market-cap-weighted portfolio of fast-growing U.S. large-cap stocks at a rock-bottom fee, a recipe for success over the long run. The following text is from April 26, 2023.
SPDR® Portfolio S&P 500 Growth ETF SPYG
Morningstar’s Analysis SPYG
Will SPYG 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 60.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 12.55 | 3.7 Bil | Technology |
Microsoft Corp | 11.33 | 3.3 Bil | Technology |
NVIDIA Corp | 11.06 | 3.2 Bil | Technology |
Amazon.com Inc | 6.22 | 1.8 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.66 | 1.4 Bil | Communication Services |
Alphabet Inc Class A | 3.56 | 1.0 Bil | Communication Services |
Alphabet Inc Class C | 2.94 | 862.7 Mil | Communication Services |
Broadcom Inc | 2.93 | 859.5 Mil | Technology |
Eli Lilly and Co | 2.56 | 750.6 Mil | Healthcare |
Tesla Inc | 2.44 | 717.3 Mil | Consumer Cyclical |