SPDR® S&P 500 ETF Trust
Fund offered by:
Ticker: SPY
Gender equality score
59
/ 100 points
Overall score
Weighted average of holding Equileap Gender Scores, normalized 0-100
Raw score: 12.90 / 22
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 442 out of 2,441 funds
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Gender balance score
51/100
Weighted average of holding Equileap Gender Balance Scores, normalized 0-100
Raw score: 7.58 / 15
See the gender balance score criteria
Gender policies score
76/100
Weighted average of holding Equileap Gender Policies Scores, normalized 0-100
Raw score: 5.32 / 7
See the gender policies score criteria
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® S&P 500 ETF Trust [SPY]
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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. Bank of America Corp0.99% of assets$3.06B invested
- 2. Gilead Sciences Inc0.3% of assets$918.52M invested
- 3. Johnson & Johnson1.47% of assets$4.51B invested
- 4. Allergan PLC0.23% of assets$703.78M invested
- 5. Marriott International Inc Class A0.14% of assets$439.84M invested
- 6. Hilton Worldwide Holdings Inc0.11% of assets$350.23M invested
- 7. Northern Trust Corp0.08% of assets$241.36M invested
- 8. The Walt Disney Co0.93% of assets$2.87B invested
- 9. Bristol-Myers Squibb Company0.55% of assets$1.7B invested
- 10. Nike Inc B0.45% of assets$1.38B 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. TransDigm Group Inc0.12% of assets$367.14M invested
- 2. Crown Castle International Corp0.23% of assets$713.52M invested
- 3. Copart Inc0.08% of assets$238.96M invested
- 4. Paycom Software Inc0.06% of assets$179.95M invested
- 5. NVR Inc0.05% of assets$152.4M invested
- 6. LKQ Corp0.04% of assets$115.73M invested
- 7. Booking Holdings Inc0.29% of assets$882M invested
- 8. Fleetcor Technologies Inc0.1% of assets$311.41M invested
- 9. Dollar Tree Inc0.08% of assets$236.75M invested
- 10. Zebra Technologies Corp0.05% of assets$148.31M invested
Financial performance
Performance data provided by
Find more financial data on SPY at Morningstar.com
Find more financial data on SPY at Morningstar.comGender Equality and Returns
Enlarge
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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