SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
📎 Investment Objective
The SPDR Portfolio S&P 1500 Composite Stock Market ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Composite 1500 Index.
Overview
ETF tracking State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The SPDR Portfolio S&P 1500 Composite Stock Market ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Composite 1500 Index.
🎯 Investment Strategy
The fund employs a passive management strategy, investing in a representative sample of securities included in the S&P Composite 1500 Index to seek to track the performance of the index. The index covers approximately 90% of the U.S. equity market capitalization.
✨ Key Features
- Broad exposure to the U.S. equity market across large, mid, and small-cap stocks
- Low-cost index tracking approach with an expense ratio of 0.00%
- Diversified portfolio of over 1,500 stocks providing exposure to the overall U.S. stock market
- Potential for long-term capital appreciation by tracking the performance of the broad U.S. equity market
⚠️ Primary Risks
- Market risk: The value of the fund's shares will fluctuate with changes in the stock market, which has historically been volatile
- Tracking error risk: The fund may not perfectly track the performance of its underlying index
- Concentration risk: The fund's broad exposure to the U.S. equity market makes it susceptible to overall market movements
- Liquidity risk: In certain market conditions, it may be difficult to buy or sell shares of the fund at the desired price
👤 Best For
The SPDR Portfolio S&P 1500 Composite Stock Market ETF may be suitable for long-term investors seeking broad exposure to the U.S. equity market as part of a diversified portfolio. It may be particularly appropriate for investors with a moderate to high-risk tolerance who are looking for a low-cost, passively managed fund to provide exposure to the overall U.S. stock market.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 7.34% | - |
| 2 | AAPL | APPLE INC | 6.52% | - |
| 3 | MSFT | MICROSOFT CORP | 6.02% | - |
| 4 | AMZN | AMAZON.COM INC | 3.71% | - |
| 5 | GOOGL | ALPHABET INC CL A | 2.61% | - |
| 6 | AVGO | BROADCOM INC | 2.57% | - |
| 7 | META | META PLATFORMS INC CLASS A | 2.13% | - |
| 8 | GOOG | ALPHABET INC CL C | 2.10% | - |
| 9 | TSLA | TESLA INC | 1.81% | - |
| 10 | BRK.B | BERKSHIRE HATHAWAY INC CL B | 1.51% | - |
| 11 | JPM | JPMORGAN CHASE + CO | 1.37% | - |
| 12 | LLY | ELI LILLY + CO | 1.30% | - |
| 13 | V | VISA INC CLASS A SHARES | 0.92% | - |
| 14 | XOM | EXXON MOBIL CORP | 0.81% | - |
| 15 | NFLX | NETFLIX INC | 0.79% | - |