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SPGMState Street SPDR Portfolio MSCI Global Stock Market ETF

Grow my money14y track recordRanked #184 of 2,998 in this goal

Seeks investment results that correspond generally to the total return performance of an index tracking publicly-traded companies in developed and emerging markets.

By State Street Investment Management · Launched 2012

Annual Cost

0.09%

#343 of 5,861 · low cost

Fund Size

$1.8B

#805 of 5,861 · large

Return (1Y)Goal

+23.5%

Track Record

14 years

#971 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,305+23.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI ACWI IMI Index

What it actually holds

By weight

Concentration

Top 10 holdings = 21.5% of fundwell diversified

NVIDIA Corp
4.2%
Apple Inc
3.7%
Microsoft Corp
2.6%
State Street Global Advisors
2.1%
Amazon.com Inc
1.9%
Alphabet Inc
1.5%
Alphabet Inc
1.5%
Broadcom Inc
1.4%
Taiwan Semiconductor Manufacturing Co Ltd
1.4%
Meta Platforms Inc
1.3%

Asset allocation

Stocks
99.1%
Cash
0.9%
Other
0.1%

By sector

Technology
30.6%
Financial Services
16.4%
Industrials
12.7%
Consumer Cyclical
8.7%
Healthcare
8.4%
Communication
7.7%
Consumer Defensive
4.5%
Energy
3.7%
Other
7.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.1%Moderate

Year-on-year price swings

Max drawdown
-33.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.00Decent risk-adjusted returns
Sortino (3Y)
1.46Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the total return performance of an index tracking publicly-traded companies in developed and emerging markets.
Strategy
Employs a sampling strategy to track the MSCI ACWI IMI Index, investing primarily in securities of publicly-traded companies in developed and emerging markets. The Fund may also invest in cash and cash equivalents for management purposes and may concentrate in certain industries as the Index does.
Inception date
February 27, 2012
Fund family
State Street Investment Management

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Data updated on 2026-08-04