- SPDR S&P 500 ETF Trust
SPDR State Street Gl
SPDR S&P 500 ETF Trust
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 t More
Overview
Last Close
$ 365.86 ( +0 )
52 Week HL
$477.7 - $365.9
Alpha
-1.7%
Performance
YTD
-23 %
3 Year
26.18%
5 Year
26.18%
Best
38.05%
1995
Worst
-36.79%
2008
Documents
Nav Chart
Annual Return (%) +
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPY | -23 | 28.7 | 14.6 | 29.4 | -4.6 | 21.7 | 12 | 1.2 | 13.5 | 32.3 | 16 | |
| S&P 500 | -21.3 | 26.9 | 16.3 | 28.9 | -6.2 | 19.4 | 9.5 | -0.7 | 11.4 | 29.6 | 13.4 |
Quarterly Return (%) +
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| q1 | -4.91 | 6.02 | -19.92 | 13.53 | -1 | 5.92 | 1.33 | 0.88 | 1.7 | 10.5 | |||||
| q2 | -18.99 | 9.43 | 19.64 | 2.51 | 5.84 | 3.07 | 2.46 | 0.22 | 5.16 | 3.34 | |||||
| q3 | 0 | 0.25 | 7.44 | 0.57 | 7.42 | 4.42 | 3.78 | -6.46 | 1.13 | 4.63 | |||||
| q4 | 10.68 | 11.37 | 8.45 | -13.83 | 6.3 | 3.95 | 7.04 | 4.9 | 10.52 |
Monthly Return (%) +
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -5.27 | -2.95 | 3.44 | -8.78 | 0.23 | -11.4 | 0 | 0 | ||||
| 2021 | -1.02 | 2.78 | 4.22 | 6.33 | 0.66 | 2.24 | 2.44 | 2.98 | -4.97 | 7.02 | -0.8 | 4.26 |