Customizing Your Large-Cap Allocation With ETFs and Mutual Funds
An examination of the ETF and mutual fund options that can fill the large-cap domestic equity portion of a portfolio.
Cynthia McLaughlin
Stock Evaluator: State Street SPDR S&P 500 ETF Trust (SPY)
1,981 followersState Street SPDR S&P 500 ETF Trust SPY
$773.17
8.01
1.05%
September 3, 2026 4:00:00 PM
EST
Volume: 42,887,448
After Hours: $120.37
0.15
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0.12%
November 10, 2021 7:59 PM
EST
Volume: 72,713
USD
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COMPANY SUMMARY
State Street SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. State Street SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.
Commentary & Analysis
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AAII Staff
Do Low Volatility Funds Offer Smoother Rides Through Rough Markets?
Low volatility funds aim to reduce risk and deliver stronger results during market downturns or periods of slowing economic growth.
Cynthia McLaughlin
Are You Fully Covered? Not If Your Portfolio Is Wearing Buffer ETFs and Mutual Funds
These nontraditional equity funds use options contracts to offer downside protection, but potential gains are limited.
Cynthia McLaughlin
Comparing the Two Largest ETFs: SPY vs. VOO
The Vanguard S&P 500 ETF has surpassed the SPDR S&P 500 ETF in size. What does this shift mean for individual investors?
Wayne A. Thorp
Financial Summary
| Share Statistics | SPY | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $816,647.0 | na | 100% |
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| Shares Out (Mil) | 997.1 | na | 94% |
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| Institutional Ownership | na | na | na |
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| Float (Mil) | na | na | na |
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| Beta | 1.01 | na | 61% |
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| Avg Daily Volume (000s) | 34,948 | na | 99% |
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| Price Change (52-week) |
20.1% | na | 63% |
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| Growth | SPY | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 8.3% | na | 52% |
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| Net Income (5yr) | 20.4% | na | 74% |
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| EPS (5yr) | 16.8% | na | 61 |
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| Dividends (5yr) | 5.0% | na | 99% |
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| Cash Flow (5yr) | na | na | na |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | SPY | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $8,081 | na | 81% |
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| Net Income (TTM) (Mil) | $102,570 | na | 100% |
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| EPS (TTM) | $102.865 | na | 100% |
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| Operating Cash Flow (TTM) (Mil) | na | na | na |
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| Net Cash Flow (TTM) (Mil) | na | na | na |
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| Long-Term Debt (Q1) (Mil) | $0 | na | 0% |
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| Enterprise Value (Q1) (Mil) | $767,610 | na | 100% |
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| Valuation | SPY | Industry Median |
Percentile (All Stocks) |
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| P/B | 1.19 | na | 28% |
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| P/E | 7.5 | na | 9% |
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| Dividend Yield | 0.9% | na | 66% |
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| PEG (5yr hist) | 0.4 | na | 21% |
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| Ratios | SPY | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 100.0% | na | 96% |
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| Net Margin | na | na | na |
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| ROA | 16.8% | na | 94% |
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| ROE | 16.8% | na | 74% |
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| Liabilities to Assets | 0.3% | na | 0% |
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| F-Score | 5 | na | 50% |
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State Street SPDR S&P 500 ETF Trust did not pass any screens on 9/3/2026.
