• SPDR Portfolio S&P 600 Small Cap ETF

SPDR State Street Global Advisors

  • US
  • Small-Cap
  • Core
  • Recently Viewed
  • Symbol Price
    FNGU 37.27
    NFTY 49.25
    DFVS 12.19
    CUT 25.08
    ESML 17.79
    REDV 29.37
    BTEC 34.75
    IDLB 28.24
    UPV 48.03
    HFXI 20.36

SPDR Portfolio S&P 600 Small Cap ETF

SPSM

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in the securities comprising the Index.

The Index measures the performance of the small-capitalization segment of the U.S. equity market.

Additionally, the research team employs a sampling strategy to invest in a representative sample of securities with generally the same risk and return characteristics of the Index.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

Also, the fund’s net assets will generally be concentrated in an industry or group of industries to the extent that the Index concentrates in a particular industry or group of industries.

In addition, the fund may invest in equity securities that are not included in the Index, cash and cash equivalents or money market instruments, such as repurchase agreements and money market funds.

The fund is classified as diversified.

Price

Last Close

$ 43.54 ( +1.18 )

52 Week HL

$46.94 - $33.31

Net Assets

$4.29 M

Expense Ratio

Performance

10.56 % YTD

3 Year

65.71%

5 Year

75.56%

Best

2062.06% 2013

Worst

-11.17% 2018

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 - -33.1% 15.1% -0.6% 2.7% -2.7% 4.4% 0.9% -23.3% - -
Q2 - 21.7% 0.1% 11% 2.5% 3.2% 0.2% 2.1% -9.1% - -
Q3 - 3.1% -2.3% 2.8% 5.4% 10.4% -12.3% -7.2% 2745% - -
Q4 - 29.8% 8.8% -19.2% 2.8% 8.3% 5.4% 9.6% 8.9% -8.5% -

Returns +
M

J F M A M J J A S O N D
2021 - - - - - - - - - - - -
2020 - - - - - - - - - - - -

Returns +

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    11%18%24%-12%13%19%-6%4%37%15%-5%

Alpha SPSM and ^RUT - Russell 2000 Index

SPSM and ^RUT - Russell 2000 Index

Chart +