Knowstox

Fund snapshot

State Street SPDR S&P 500 ETF Trust

SPY · PCX · ETF · Large Blend · State Street Investment Management

Current price

$737.55

52-week range

$591.05 - $760.40

Assets under management

$783.80B

ETF

This is a fund, not a single company

State Street SPDR S&P 500 ETF Trust is a etf that holds a basket of securities. Company-style measures — revenue, profit margins, debt, and a discounted-cash-flow fair value — don't apply to a fund, so this report leaves them out and instead shows what actually matters for one: its size, cost, income, performance, and what it holds.

Fund facts

The essentials, grouped by purpose

Profile

What it is and how big

Assets under management
$783.80B
Category
Large Blend
Issuer
State Street Investment Management
Inception date
1993-01-22

Cost & income

What it costs and what it pays

Expense ratio
0.09%
Distribution yield
1.0%
NAV (per share)
$737.04

Performance

Total return, including distributions

Year to date
11.2%
3-year (avg / yr)
21.5%
5-year (avg / yr)
13.3%
Beta (vs market)
1.00

Returns are total return (price change plus distributions) as reported by the data provider. Past performance doesn't predict future results.

Price history

How the fund price has moved

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About this fund

What State Street SPDR S&P 500 ETF Trust holds

The trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index (the “Portfolio”), with the weight of each stock in the Portfolio substantially corresponding to the weight of such stock in the index.