SPTM : SPDR Portfolio S&P 1500 Composite Stock Market ETF

SPTM is a US Stocks Market Large Blend with LOW fees.

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market ETF

FI Score

88 /100

Diversification Rating

8 /10

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

88% FI Score
  • sptm
  • ETF
  • US Stocks
  • Large Blend

SPDR Portfolio S&P 1500 Composite Stock Market ETF

Expenses: 0.03% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Composite 1500 Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the large-, mid-, and small-capitalization segments of the U.S. equity market. The index consists of those stocks included in the S&P 500 Index, the S&P MidCap 400 Index, and the S&P SmallCap 600 Index. The fund is non-diversified.

Largest Holdings

Amount Holding
5.07% Microsoft Corporation
4.82% Apple Inc
3.69% Amazon.com, Inc
1.97% Facebook, Inc
1.55% Alphabet Inc
1.42% Johnson & Johnson
1.32% Berkshire Hathaway Inc Class B
1.21% Visa Inc
1.11% JPMorgan Chase & Co

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2022   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo