We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. SPDR Portfolio S&P 500 Value ETF SPYV constructs a well-diversified, market-cap-weighted basket of U.S. value 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 Value ETF SPYV
Morningstar’s Analysis SPYV
Will SPYV 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 19.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.98 | 982.9 Mil | Financial Services |
JPMorgan Chase & Co | 2.85 | 705.1 Mil | Financial Services |
Exxon Mobil Corp | 2.40 | 592.0 Mil | Energy |
Johnson & Johnson | 1.86 | 459.0 Mil | Healthcare |
Walmart Inc | 1.66 | 410.1 Mil | Consumer Defensive |
UnitedHealth Group Inc | 1.57 | 388.8 Mil | Healthcare |
Bank of America Corp | 1.28 | 315.2 Mil | Financial Services |
Procter & Gamble Co | 1.19 | 293.8 Mil | Consumer Defensive |
The Home Depot Inc | 1.19 | 292.8 Mil | Consumer Cyclical |
Chevron Corp | 1.16 | 285.3 Mil | Energy |