SPDR® Portfolio S&P 600™ Small Cap ETF
Shareclass
SPDR® Portfolio S&P 600™ Sm Cap ETF (SPSM)
Type
Exchange-traded fund
Manager
Gender equality score
39
/ 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: 2,254 out of 2,548 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
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 600™ Small Cap ETF SPSM
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. VF Corp0.42% of assets$49.24M invested
- 2. Hillenbrand Inc0.24% of assets$27.32M invested
- 3. Organon & Co Ordinary Shares0.43% of assets$49.57M invested
- 4. Evertec Inc0.17% of assets$19.46M invested
- 5. Sunrun Inc0.3% of assets$34.26M invested
- 6. Insight Enterprises Inc0.47% of assets$54.73M invested
- 7. AMN Healthcare Services Inc0.19% of assets$22.48M invested
- 8. Robert Half Inc0.5% of assets$58.43M invested
- 9. Bread Financial Holdings Inc0.21% of assets$23.93M invested
- 10. LiveRamp Holdings Inc0.15% of assets$17.56M 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. Trustmark Corp0.16% of assets$18.83M invested
- 2. Servisfirst Bancshares Inc0.3% of assets$34.64M invested
- 3. Renasant Corp0.15% of assets$16.98M invested
- 4. Axos Financial Inc0.28% of assets$32.56M invested
- 5. Vicor Corp0.07% of assets$8.35M invested
- 6. Liberty Energy Inc Class A0.28% of assets$32.22M invested
- 7. Alarm.com Holdings Inc0.27% of assets$31.16M invested
- 8. Virtu Financial Inc Class A0.18% of assets$21.39M invested
- 9. LGI Homes Inc0.18% of assets$20.68M invested
- 10. National Beverage Corp0.09% of assets$10M invested
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Financial performance
Performance data provided by
Find more financial data on SPSM at Morningstar.com
![Morningstar](/dist/d47b2ab1fd83c0c14882c6012ebd8e48.png)
Gender Equality and Returns
![Returns chart for SPDR® Portfolio S&P 600™ Small Cap ETF](https://iyv-charts.s3-us-west-2.amazonaws.com/gef_chartB/FS0000A45Q_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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Visit Fossil Free Funds to measure the climate risk of this portfolio
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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As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
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