SPDR® S&P 500 ETF Trust
Fund offered by:
Ticker: SPY
Gender equality score
44
/ 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: 446 out of 2,389 funds
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Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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. General Motors Co0.2% of assets$665.3M invested
- 2. Nielsen Holdings PLC0.02% of assets$82.48M invested
- 3. Accenture PLC Class A0.49% of assets$1.64B invested
- 4. Kellogg Co0.05% of assets$151.22M invested
- 5. JPMorgan Chase & Co1.39% of assets$4.62B invested
- 6. Bank of America Corp0.82% of assets$2.72B invested
- 7. Verizon Communications Inc0.71% of assets$2.35B invested
- 8. Citigroup Inc0.43% of assets$1.41B invested
- 9. Eli Lilly and Co0.51% of assets$1.67B invested
- 10. PNC Financial Services Group Inc0.22% of assets$734.06M 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. Fleetcor Technologies Inc0.07% of assets$238.06M invested
- 2. Copart Inc0.07% of assets$233.42M invested
- 3. NVR Inc0.05% of assets$161.87M invested
- 4. Mohawk Industries Inc0.03% of assets$107.7M invested
- 5. IPG Photonics Corp0.03% of assets$83.58M invested
- 6. Berkshire Hathaway Inc Class B1.45% of assets$4.82B invested
- 7. Tesla Inc1.59% of assets$5.27B invested
- 8. Roper Technologies Inc0.12% of assets$407.66M invested
- 9. SBA Communications Corp0.09% of assets$291.88M invested
- 10. Old Dominion Freight Line Inc Ordinary Shares0.06% of assets$212.73M invested
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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
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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.
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