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Beacon

SPLGState Street SPDR Portfolio S&P 500 ETF

Beacon PickGrow my money#3 of 2944 for Grow my money

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-capitalization segment of the U.S. equity market.

State Street Investment Management · Since 2005 (20 years)

Annual Cost

0.02%

#11 out of 5,332 ETFs

Fund Size

$97.3B

#25 out of 5,332 ETFs

Dividend Yield

1.13%

Track Record

20 years

#267 out of 5,332 ETFs

Performance

1 Year

+31.7%

3 Years

+22.7%

5 Years

+13.2%

What's inside

Asset class
Strategy
index tracking
Cap
large

Asset allocation

Stocks
100.0%
Cash
0.0%

Sector breakdown

Technology
35.3%
Financial Services
12.8%
Communication
11.0%
Consumer Cyclical
10.4%
Healthcare
9.8%
Industrials
7.3%
Consumer Defensive
4.8%
Energy
2.8%
Other
5.7%

Top holdings

NVIDIA CorpNVDA7.4%
Apple IncAAPL7.1%
Microsoft CorpMSFT6.2%
Amazon.com IncAMZN3.9%
Broadcom IncAVGO3.2%
Alphabet Inc Class AGOOGL3.2%
Alphabet Inc Class CGOOG2.6%
Meta Platforms Inc Class AMETA2.4%
Tesla IncTSLA2.1%
Berkshire Hathaway Inc Class BBRK-B1.6%

Risk profile

Volatility (1Y)

12.5%

Moderate

Max drawdown

-33.9%

Worst peak-to-trough loss

Sharpe (3Y)

1.22

Excellent risk-adjusted returns

Sortino (3Y)

1.80

Good downside protection

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Data updated on 2026-05-05