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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.

Cheap exposure to the broader market.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

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.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings SPTM

More SPTM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.64 573.3 Mil
Technology

NVIDIA Corp

6.44 555.7 Mil
Technology

Apple Inc

6.27 541.2 Mil
Technology

Amazon.com Inc

3.36 289.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.22 191.8 Mil
Communication Services

Alphabet Inc Class A

2.09 180.2 Mil
Communication Services

Alphabet Inc Class C

1.76 151.8 Mil
Communication Services

Broadcom Inc

1.60 137.8 Mil
Technology

Berkshire Hathaway Inc Class B

1.48 127.3 Mil
Financial Services

Eli Lilly and Co

1.40 121.2 Mil
Healthcare