SPDR® Portfolio S&P 500 Value ETF
Shareclass
SPDR® Portfolio S&P 500 Value ETF (SPYV)
Type
Exchange-traded fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 411 out of 2,548 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
![Invest Your Values](/dist/1304c295b526502a0631d622e2bfd764.jpg)
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
SPDR® Portfolio S&P 500 Value ETF SPYV
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.12% of assets$28M invested
- 2. Citigroup Inc0.61% of assets$136.89M invested
- 3. Biogen Inc0.15% of assets$34.34M invested
- 4. Dow Inc0.19% of assets$42.29M invested
- 5. General Mills Inc0.19% of assets$42.15M invested
- 6. Boston Scientific Corp0.24% of assets$54.06M invested
- 7. Procter & Gamble Co1.14% of assets$256.29M invested
- 8. Cummins Inc0.2% of assets$44.15M invested
- 9. The Interpublic Group of Companies Inc0.06% of assets$13.6M invested
- 10. Bank of America Corp1.35% of assets$303.69M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Loews Corp0.07% of assets$16.05M invested
- 2. Lennar Corp Class A0.09% of assets$21.23M invested
- 3. Rollins Inc0.04% of assets$8.52M invested
- 4. PACCAR Inc0.07% of assets$15.38M invested
- 5. Blackstone Inc0.14% of assets$31.61M invested
- 6. Nucor Corp0.07% of assets$15.99M invested
- 7. Steel Dynamics Inc0.04% of assets$8.32M invested
- 8. Pool Corp0.03% of assets$6.81M invested
- 9. Berkshire Hathaway Inc Class B3.9% of assets$878.94M invested
- 10. Garmin Ltd0.06% of assets$13.36M invested
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Financial performance
Performance data provided by
Find more financial data on SPYV at Morningstar.com
![Morningstar](/dist/d47b2ab1fd83c0c14882c6012ebd8e48.png)
Gender Equality and Returns
![Returns chart for SPDR® Portfolio S&P 500 Value ETF](https://iyv-charts.s3-us-west-2.amazonaws.com/gef_chartB/FSUSA00B6L_gef_chartB.png)
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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