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: 504 out of 2,377 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 Co0.17% of assets$545.34M invested
- 2. Nielsen Holdings PLC0.02% of assets$77.46M invested
- 3. Accenture PLC Class A0.52% of assets$1.72B invested
- 4. Kellogg Co0.05% of assets$164.67M invested
- 5. Jpmorgan Chase & Co1.22% of assets$4.03B invested
- 6. Verizon Communications Inc0.77% of assets$2.53B invested
- 7. Bank Of America Corp0.73% of assets$2.4B invested
- 8. Citigroup Inc0.4% of assets$1.33B invested
- 9. Eli Lilly and Co0.42% of assets$1.39B invested
- 10. PNC Financial Services Group Inc0.2% of assets$656.33M 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. Copart Inc0.08% of assets$274.84M invested
- 2. Fleetcor Technologies Inc0.07% of assets$236.7M invested
- 3. NVR Inc0.04% of assets$148.25M invested
- 4. Mohawk Industries Inc0.03% of assets$87.67M invested
- 5. IPG Photonics Corp0.03% of assets$83.14M invested
- 6. Berkshire Hathaway Inc Class B1.42% of assets$4.69B invested
- 7. Tesla Inc1.68% of assets$5.56B invested
- 8. Roper Technologies Inc0.14% of assets$470.08M invested
- 9. SBA Communications Corp0.1% of assets$325.95M invested
- 10. Paycom Software Inc0.07% of assets$230.26M 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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