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Beacon

SPYMState Street SPDR Portfolio S&P 500 ETF

Beacon PickGrow my money#2 of 2944 for Grow my money

Seeks to provide investment results that correspond to the total return performance of an index tracking large capitalization U.S. equity securities.

State Street Investment Management · Since 2005 (20 years)

Annual Cost

0.02%

#11 out of 5,332 ETFs

Fund Size

$117.7B

#20 out of 5,332 ETFs

Dividend Yield

1.16%

Track Record

20 years

#267 out of 5,332 ETFs

Performance

1 Year

+31.6%

3 Years

+22.9%

5 Years

+13.1%

What's inside

Asset class
equity
Region
north america
Strategy
index tracking
Cap
large

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Technology
33.6%
Financial Services
12.4%
Communication
10.5%
Consumer Cyclical
10.0%
Healthcare
9.5%
Industrials
8.5%
Consumer Defensive
5.3%
Energy
4.0%
Other
6.4%

Top holdings

NVIDIA CorpNVDA7.6%
Apple IncAAPL6.7%
Microsoft CorpMSFT4.9%
Amazon.com IncAMZN3.6%
Alphabet Inc Class AGOOGL3.0%
Broadcom IncAVGO2.6%
Alphabet Inc Class CGOOG2.4%
Meta Platforms Inc Class AMETA2.2%
Tesla IncTSLA1.9%
Berkshire Hathaway Inc Class BBRK-B1.6%

Risk profile

Volatility (1Y)

12.4%

Moderate

Max drawdown

-33.9%

Worst peak-to-trough loss

Sharpe (3Y)

1.23

Excellent risk-adjusted returns

Sortino (3Y)

1.82

Good downside protection

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Data updated on 2026-05-05