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SPDG

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
1W: -1.8% 1M: -6.7% 3M: -0.0% YTD: +0.8% 1Y: +10.7%
$41.30
-0.36 (-0.86%)
After Hours: $43.00 (+1.70, +4.10%)
ETF AMEX · AUM $11.8M
ETF-Level Metrics
AUM$12M
Holdings284
Top 10 Wt40.0%
Beta0.75
% Profitable90%
Coverage100%
Portfolio Valuation
P/E20.6
P/B4.2
P/S2.5
EV/EBITDA12.4
P/FCF18.1
PEG3.83
Profitability & Returns
Gross Margin49.0%
Net Margin12.1%
ROE21.1%
ROA5.3%
ROIC11.8%
Div Yield3.15%
Leverage & Liquidity
Debt/Equity1.21
Debt/Assets0.31
Net Debt/EBITDA2.1x
Interest Cov5.5x
Current Ratio0.83
Quick Ratio0.74
Growth (YoY)
Revenue+5.8%
Net Income+12.9%
EPS+13.9%
FCF+16.6%
EBITDA+12.7%
Rev CAGR 3Y+3.0%
Quality Scores
Piotroski F6.4
Altman Z3.29
IS Quality70.5
IS Overall57.4
IS Value56.1
Median P/E16.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 26 32.0% -8.3
Financial Services 71 12.2% 12.0
Communication Services 3 11.7% -88.2
Consumer Cyclical 22 10.1% 22.1
Healthcare 18 9.6% 22.9
Industrials 59 9.3% 22.0
Consumer Defensive 19 4.8% 16.7
Energy 9 3.6% 21.8
Utilities 22 2.5% 18.2
Real Estate 19 2.2% 27.9
Basic Materials 15 1.6% -7.4
Other 2 0.3%

Smart Money Overlap

30 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CSCO Cisco Systems, Inc. 6.74% 4 Bullish 5 6 -1.6%
IBM International Business Machines Corporation 4.86% 4 Bullish 10 8 +1.0%
MCD McDonald's Corporation 2.48% 4 Bullish 11 1 -5.2%
JNJ Johnson & Johnson 1.93% 4 Bullish 12 2 -2.7%
MRK Merck & Co., Inc. 0.96% 4 Bullish 11 2 -3.5%
UNH UnitedHealth Group Incorporated 0.86% 4 Bullish 7 7 -2.0%
UNP Union Pacific Corporation 0.64% 4 Bullish 37 3 -6.2%
ETN Eaton Corporation plc 0.61% 4 Bullish 10 12 -4.2%
DE Deere & Company 0.58% 4 Bullish 10 3 +19.5%
STT State Street Corporation 0.54% 4 Bullish 1 1 -2.7%
PFE Pfizer Inc. 0.53% 4 Bullish 11 1 +1.5%
WM Waste Management, Inc. 0.38% 4 Bullish 25 4 -4.6%
GD General Dynamics Corporation 0.38% 4 Bullish 40 1 -2.9%
COP ConocoPhillips 0.37% 4 Bullish 1 3 +18.9%
FDX FedEx Corporation 0.33% 4 Bullish 7 1 +14.8%
CVS CVS Health Corporation 0.32% 4 Bullish 9 2 -0.5%
EMR Emerson Electric Co. 0.30% 4 Bullish 10 1 +0.2%
LHX L3Harris Technologies, Inc. 0.26% 4 Bullish 15 1 -0.3%
EXC Exelon Corporation 0.22% 4 Bullish 8 1 -2.0%
WMB The Williams Companies, Inc. 0.21% 4 Bullish 12 1 -0.3%
Showing 50 of 285 holdings · Page 1 of 6
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 VERIZON COMMUNICATIONS INC VZ 7.22% $812,520 16,423 12.3 $210.8B Communication Services
2 CISCO SYSTEMS INC CSCO 6.74% $758,322 9,660 27.7 $306.8B Technology
3 INTL BUSINESS MACHINES CORP IBM 4.86% $546,246 2,182 21.4 $226.8B Technology
4 COMCAST CORP CLASS A CMCSA 3.63% $408,862 14,110 5.3 $105.7B Communication Services
5 HOME DEPOT INC HD 3.29% $370,508 1,129 22.5 $319.3B Consumer Cyclical
6 QUALCOMM INC QCOM 3.21% $360,586 2,747 25.9 $138.7B Technology
7 TEXAS INSTRUMENTS INC TXN 3.18% $357,899 1,901 34.0 $170.4B Technology
8 ANALOG DEVICES INC ADI 2.83% $318,476 1,026 55.9 $151.1B Technology
9 ACCENTURE PLC CL A ACN 2.51% $282,903 1,390 16.1 $124.0B Technology
10 MCDONALD S CORP MCD 2.48% $279,519 903 25.8 $220.4B Consumer Cyclical
11 CORNING INC GLW 2.03% $227,940 1,713 67.2 $107.1B Technology
12 JOHNSON + JOHNSON JNJ 1.93% $217,379 915 21.3 $567.2B Healthcare
13 MOTOROLA SOLUTIONS INC MSI 1.54% $173,543 379 34.9 $75.3B Technology
14 EXXON MOBIL CORP XOM 1.47% $165,891 1,049 24.0 $665.6B Energy
15 ABBVIE INC ABBV 1.37% $154,243 748 86.4 $362.6B Healthcare
16 PHILIP MORRIS INTERNATIONAL PM 1.35% $152,407 933 22.4 $253.9B Consumer Defensive
17 LOWE S COS INC LOW 1.26% $142,174 619 18.9 $126.1B Consumer Cyclical
18 US BANCORP USB 1.21% $136,237 2,656 10.5 $79.6B Financial Services
19 PNC FINANCIAL SERVICES GROUP PNC 1.16% $130,307 645 11.5 $81.4B Financial Services
20 PEPSICO INC PEP 1.14% $128,745 843 24.9 $205.2B Consumer Defensive
21 STARBUCKS CORP SBUX 1.07% $120,636 1,259 76.9 $105.4B Consumer Cyclical
22 MERCK + CO. INC. MRK 0.96% $107,450 941 15.6 $282.3B Healthcare
23 NXP SEMICONDUCTORS NV NXPI 0.94% $105,396 548 23.9 $48.4B Technology
24 TRUIST FINANCIAL CORP TFC 0.87% $98,104 2,236 10.5 $55.2B Financial Services
25 UNITEDHEALTH GROUP INC UNH 0.86% $96,460 344 20.8 $250.1B Healthcare
26 CHEVRON CORP CVX 0.86% $96,277 478 32.6 $403.4B Energy
27 OMNICOM GROUP OMC 0.83% $93,272 1,230 -282.2 $23.6B Communication Services
28 NIKE INC CL B NKE 0.70% $78,494 1,469 30.7 $77.4B Consumer Cyclical
29 HEWLETT PACKARD ENTERPRISE HPE 0.70% $78,207 3,536 -185.5 $28.8B Technology
30 ABBOTT LABORATORIES ABT 0.69% $77,382 722 28.3 $183.4B Healthcare
31 UNION PACIFIC CORP UNP 0.64% $72,119 308 19.5 $139.4B Industrials
32 AMGEN INC AMGN 0.64% $71,725 205 24.3 $187.5B Healthcare
33 METLIFE INC MET 0.62% $69,494 1,013 13.5 $45.2B Financial Services
34 COGNIZANT TECH SOLUTIONS A CTSH 0.61% $68,805 1,118 13.4 $30.0B Technology
35 EATON CORP PLC ETN 0.61% $68,075 189 33.9 $138.4B Industrials
36 MICROCHIP TECHNOLOGY INC MCHP 0.60% $67,080 1,060 -351.5 $34.1B Technology
37 HONEYWELL INTERNATIONAL INC HON 0.59% $66,640 291 27.4 $140.8B Industrials
38 GILEAD SCIENCES INC GILD 0.59% $66,596 472 20.0 $170.3B Healthcare
39 ALTRIA GROUP INC MO 0.58% $64,997 999 15.6 $108.2B Consumer Defensive
40 AIR PRODUCTS + CHEMICALS INC APD 0.58% $64,779 228 -187.6 $62.6B Basic Materials
41 DEERE + CO DE 0.58% $64,696 114 31.4 $151.2B Industrials
42 STATE STREET CORP STT 0.54% $60,952 504 11.8 $34.1B Financial Services
43 PFIZER INC PFE 0.53% $59,966 2,188 19.7 $153.4B Healthcare
44 PRUDENTIAL FINANCIAL INC PRU 0.53% $59,292 641 9.1 $32.4B Financial Services
45 LOCKHEED MARTIN CORP LMT 0.49% $55,457 87 28.9 $145.2B Industrials
46 SOUTHERN CO/THE SO 0.49% $55,326 575 23.7 $104.5B Utilities
47 NETAPP INC NTAP 0.47% $53,188 516 16.5 $20.0B Technology
48 DUKE ENERGY CORP DUK 0.47% $52,928 408 19.9 $98.7B Utilities
49 REALTY INCOME CORP O 0.44% $49,354 788 52.1 $56.8B Real Estate
50 M + T BANK CORP MTB 0.44% $49,250 251 11.3 $29.5B Financial Services
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms