SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM Fund Description
SPTM tracks a market-cap-weighted index selected by the S&P Committee that covers the entire US market cap spectrum.
SPTM Factset Analytics Insight
SPTM is a part of the SPDR Portfolio ETF line up, a collection of core-exposure funds that track S&P indexes. The fund tracks the S&P Composite 1500 Index. The S&P's index committee chooses at least 1,500 securities to represent the US equities market, not necessarily the 1,500 largest by market cap, which can lead to some omissions of single names. SPTM securities are added and removed on an as-needed basis and are rebalanced on a quarterly basis. There is no scheduled reconstitution. Rather, changes in response to corporate actions and market developments can be made at any time. The fund may also invest on futures contracts. Prior to January 24, 2020 the fund tracked the SSGA Total Stock Market Index.
SPTM MSCI ESG Analytics Insight
SPDR Portfolio S&P 1500 Composite Stock Market ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.62 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 1500 Composite Stock Market ETF ranks in the 40th percentile within its peer group and in the 43th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SPTM 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.
SPTM Summary Data
SPTM Portfolio Data
SPTM Index Data
SPTM Portfolio Management
SPTM Tax Exposures
SPTM Fund Structure
SPTM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SPTM. SPTM is rated a 5 out of 5.
SPTM Sector/Industry Breakdown
SPTM Economic Development
SPTM Performance Statistics
SPTM MSCI ESG Ratings
SPTM Benchmark Comparison Summary
SPTM Benchmark Comparison Market Cap Size