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Morningstar

SPDR® S&P Dividend ETF SDY

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SDY

Will SDY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDY’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SDY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SDY’s parent organization’s priorities and whether they’re in line with investors’ interests.

SSGA Appoints a New CEO

null Daniel Sotiroff

Daniel Sotiroff

Analyst Note

On Sep. 27, 2022, State Street Global Advisors announced that Yie-Hsin Hung will become the firm's president and CEO. She will replace Cyrus Taraporevala, who announced in January 2022 that he intended to retire. Hung has served as CEO of New York Life Investment Management since 2015, where she had previously held numerous leadership roles. SSGA expects Hung to join in December 2022. This announcement does not impact SSGA's Above Average Parent Pillar rating.

by Daniel Sotiroff
Published on

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Portfolio Holdings SDY

More SDY Holdings
  • Current Portfolio Date
  • Equity Holdings 121
  • Bond Holdings 0
  • Other Holdings 151
  • % Assets in Top 10 Holdings 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Institutional Liq State St Inst Liq Res Prem

2.91
651,384,712
Cash and Equivalents

3M Co

1.90
425,099,689
Industrials

International Business Machines Corp

1.86
415,620,048
Technology

Walgreens Boots Alliance Inc

1.73
387,178,474
Healthcare

NNN REIT Inc

1.72
385,326,255
Real Estate

Essex Property Trust Inc

1.67
374,199,880
Real Estate

Realty Income Corp

1.63
364,372,593
Real Estate

Leggett & Platt Inc

1.59
355,931,619
Consumer Cyclical

T. Rowe Price Group Inc

1.52
339,471,749
Financial Services

Franklin Resources Inc

1.50
337,006,948
Financial Services