SPYG
State Street SPDR Portfolio S&P 500 Growth ETF
📎 Investment Objective
The SPDR Portfolio S&P 500 Growth ETF (SPYG) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Growth Index.
Overview
ETF tracking State Street SPDR Portfolio S&P 500 Growth ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The SPDR Portfolio S&P 500 Growth ETF (SPYG) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Growth Index.
🎯 Investment Strategy
The fund employs a passive management strategy, investing in a representative sample of securities included in the S&P 500 Growth Index to seek to track the performance of the index. The index measures the performance of the large-capitalization growth sector of the U.S. equity market.
✨ Key Features
- Provides exposure to large-cap U.S. growth stocks
- Tracks the S&P 500 Growth Index, a subset of the S&P 500 Index
- Diversified portfolio of growth-oriented companies
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Concentration risk: The fund's performance may be more volatile as it is concentrated in the growth sector
- Tracking error risk: The fund may not perfectly track the performance of its underlying index
- Liquidity risk: The fund may experience difficulty buying or selling securities at an optimal time and price
👤 Best For
The SPDR Portfolio S&P 500 Growth ETF may be suitable for investors seeking long-term capital appreciation through exposure to large-cap U.S. growth stocks. It may be appropriate for investors with a higher risk tolerance and a longer investment horizon.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 14.60% | - |
| 2 | MSFT | MICROSOFT CORP | 6.23% | - |
| 3 | AAPL | APPLE INC | 5.97% | - |
| 4 | GOOGL | ALPHABET INC CL A | 5.19% | - |
| 5 | AVGO | BROADCOM INC | 5.12% | - |
| 6 | AMZN | AMAZON.COM INC | 4.28% | - |
| 7 | META | META PLATFORMS INC CLASS A | 4.24% | - |
| 8 | GOOG | ALPHABET INC CL C | 4.18% | - |
| 9 | TSLA | TESLA INC | 3.61% | - |
| 10 | LLY | ELI LILLY + CO | 2.60% | - |
| 11 | V | VISA INC CLASS A SHARES | 1.83% | - |
| 12 | NFLX | NETFLIX INC | 1.57% | - |
| 13 | JPM | JPMORGAN CHASE + CO | 1.55% | - |
| 14 | BRK.B | BERKSHIRE HATHAWAY INC CL B | 1.48% | - |
| 15 | MA | MASTERCARD INC A | 1.47% | - |