SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETF
Seeks investment results that correspond generally to the total return performance of an index tracking dividend-paying issuers.
By State Street Investment Management · Launched 2023
0.05%
#131 of 5,861 · low cost
$13M
#4,776 of 5,861 · small
+21.6%
2 years
#3,065 of 5,861 · seasoned
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Index tracking
Factor
Dividend
Index tracked
S&P Sector-Neutral High Yield Dividend Aristocrats Index
What it actually holds
By weightConcentration
Top 10 holdings = 39.7% of fund✓ well diversified
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond generally to the total return performance of an index tracking dividend-paying issuers.
- Strategy
- Employs a sampling strategy to track the S&P Sector-Neutral High Yield Dividend Aristocrats Index, investing primarily in publicly traded U.S. companies with a history of increasing dividends. The Fund may also invest in cash and cash equivalents for management purposes.
- Inception date
- September 11, 2023
- Fund family
- State Street Investment Management
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Data updated on 2026-08-04