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Morningstar

SPDR® Port S&P 1500 Comps Stk Mkt ETF SPTM

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

Morningstar’s Analysis SPTM

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

People Pillar

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

SSGA Appoints a New CEO

null Daniel Sotiroff

Daniel Sotiroff

Analyst Note

On Sep. 27, 2022, State Street Global Advisors announced that Yie-Hsin Hung will become the firm's president and CEO. She will replace Cyrus Taraporevala, who announced in January 2022 that he intended to retire. Hung has served as CEO of New York Life Investment Management since 2015, where she had previously held numerous leadership roles. SSGA expects Hung to join in December 2022. This announcement does not impact SSGA's Above Average Parent Pillar rating.

by Daniel Sotiroff
Published on

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Portfolio Holdings SPTM

More SPTM Holdings
  • Current Portfolio Date
  • Equity Holdings 1523
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.82
428,404,311
Technology

Microsoft Corp

6.16
386,715,925
Technology

Amazon.com Inc

2.80
175,910,541
Consumer Cyclical

NVIDIA Corp

2.42
151,821,054
Technology

Alphabet Inc Class A

1.84
115,767,834
Communication Services

Alphabet Inc Class C

1.62
101,602,777
Communication Services

Tesla Inc

1.60
100,552,491
Consumer Cyclical

Berkshire Hathaway Inc Class B

1.53
96,335,342
Financial Services

Meta Platforms Inc Class A

1.50
93,951,564
Communication Services

UnitedHealth Group Inc

1.16
73,039,368
Healthcare