SPMDSPDR Portfolio S&P 400 Mid Cap ETF
SPMD Fund Description
SPMD tracks a market-cap-weighted index of midcap US companies selected by the S&P Committee.
SPMD Factset Analytics Insight
SPMD offers exposure to the midcap segment of the US equity market by tracking the S&P MidCap 400 Index. Stocks are market cap-weighted and selected by the S&P Committee, with a consideration on sector balance by comparing the weight of each GICS (Global Industry Classification Standard) sector in the underlying index to its weight in the relevant market capitalization range of the S&P Total Market Index. SPMD has undergone several changes over the years — previously trading under a different name, index, and ticker (RSCO) in November 2005 and once again in August 2016 (ticker: SMD). Finally, it also traded as the SPDR Portfolio Mid Cap ETF tracking the S&P 1000 Index until January 24, 2020. The fund employs a sampling strategy and its index is rebalanced on a quarterly basis.
SPMD MSCI ESG Analytics Insight
SPDR Portfolio S&P 400 Mid Cap ETF has an MSCI ESG Fund Rating of A based on a score of 6.34 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPDR Portfolio S&P 400 Mid Cap ETF ranks in the 38th percentile within its peer group and in the 71st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SPMD MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SPMD Summary Data
SPMD Portfolio Data
SPMD Index Data
SPMD Portfolio Management
SPMD Tax Exposures
SPMD Fund Structure
SPMD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SPMD. SPMD is rated a 5 out of 5.
SPMD Sector/Industry Breakdown
SPMD Top 10 Holdings[View All]
SPMD Economic Development
SPMD Performance Statistics
SPMD MSCI ESG Ratings
SPMD Benchmark Comparison Summary
SPMD Benchmark Comparison Market Cap Size