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SPYGState Street SPDR Portfolio S&P 500 Growth ETF

Grow my money25y track recordRanked #12 of 2,993 in this goal

Seeks investment results that correspond generally to the total return performance of the S&P 500 Growth Index.

By State Street Investment Management · Launched 2000

Annual Cost

0.04%

#91 of 5,853 · low cost

Fund Size

$53.0B

#59 of 5,853 · large

Return (1Y)Goal

+19.3%

Track Record

25 years

#111 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,689+16.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Growth

Index tracked

S&P 500 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 59.6% of fundmoderately concentrated

NVIDIA Corp
14.6%
Microsoft Corp
9.5%
Apple Inc
6.4%
Alphabet Inc
5.8%
Broadcom Inc
5.1%
Alphabet Inc
4.6%
Meta Platforms Inc
4.3%
Amazon.com Inc
3.7%
Berkshire Hathaway Inc
3.0%
Eli Lilly & Co
2.5%

Asset allocation

Stocks
100.0%
Cash
0.0%

By sector

Technology
52.3%
Communication
15.6%
Financial Services
8.7%
Consumer Cyclical
8.6%
Industrials
6.4%
Healthcare
6.2%
Consumer Defensive
1.0%
Real Estate
0.6%
Other
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.2%Moderate

Year-on-year price swings

Max drawdown
-32.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.49Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the total return performance of the S&P 500 Growth Index.
Strategy
Employs a sampling strategy to track the S&P 500 Growth Index, investing primarily in large-cap U.S. equity securities exhibiting growth characteristics. The Fund may also invest in cash and cash equivalents for management purposes, with a focus on technology and communication services sectors.
Inception date
September 25, 2000
Fund family
State Street Investment Management

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Data updated on 2026-08-02