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SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
1W: -0.3% 1M: -4.5% 3M: -3.8% YTD: -3.4% 1Y: +15.0% 3Y: +70.5% 5Y: +75.7%
$78.48
-1.37 (-1.72%)
After Hours: $79.31 (+0.83, +1.06%)
ETF AMEX · AUM $12.3B
ETF-Level Metrics
AUM$12.3B
Holdings1,505
Top 10 Wt34.1%
Beta1.01
% Profitable77%
Coverage100%
Portfolio Valuation
P/E33.3
P/B10.8
P/S7.7
EV/EBITDA22.9
P/FCF41.9
PEG1.52
Profitability & Returns
Gross Margin50.2%
Net Margin23.0%
ROE35.9%
ROA12.0%
ROIC30.5%
Div Yield1.23%
Leverage & Liquidity
Debt/Equity0.55
Debt/Assets0.19
Net Debt/EBITDA-0.0x
Interest Cov12.1x
Current Ratio1.19
Quick Ratio1.12
Growth (YoY)
Revenue+16.3%
Net Income+29.2%
EPS+30.2%
FCF+31.6%
EBITDA+24.8%
Rev CAGR 3Y+13.6%
Quality Scores
Piotroski F6.8
Altman Z11.62
IS Quality75.9
IS Overall63.6
IS Value46.4
Median P/E19.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 215 32.5% 27.3
Financial Services 238 12.3% 15.7
Consumer Cyclical 199 10.0% 17.0
Communication Services 47 10.0% 26.3
Healthcare 167 9.4% 41.9
Industrials 240 9.2% 30.9
Consumer Defensive 80 5.1% 18.9
Energy 79 4.0% 18.7
Utilities 58 2.9% 21.3
Real Estate 116 2.3% 44.9
Basic Materials 65 2.0% -13.6
Other 12 0.3%

Smart Money Overlap

95 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 2.45% 4 Bullish 1 10 -0.9%
META Meta Platforms, Inc. 2.14% 4 Bullish 42 14 +0.2%
JPM JPMorgan Chase & Co. 1.27% 4 Bullish 14 9 -3.5%
JNJ Johnson & Johnson 0.93% 4 Bullish 12 2 -0.9%
WMT Walmart Inc. 0.86% 4 Bullish 21 3 +2.2%
V Visa Inc. 0.82% 4 Bullish 7 12 -3.7%
MA Mastercard Incorporated 0.65% 4 Bullish 13 3 -2.8%
NFLX Netflix, Inc. 0.63% 4 Bullish 71 13 -5.0%
CAT Caterpillar Inc. 0.53% 4 Bullish 10 6 -4.4%
CSCO Cisco Systems, Inc. 0.50% 4 Bullish 5 6 +3.7%
MRK Merck & Co., Inc. 0.46% 4 Bullish 11 2 +0.9%
RTX RTX Corporation 0.44% 4 Bullish 18 3 -0.4%
UNH UnitedHealth Group Incorporated 0.41% 4 Bullish 7 8 -4.1%
GEV GE Vernova Inc. 0.39% 4 Bullish 8 7 +5.7%
IBM International Business Machines Corporation 0.38% 4 Bullish 10 8 -0.2%
LIN Linde plc 0.38% 4 Bullish 10 3 +2.1%
MCD McDonald's Corporation 0.36% 4 Bullish 11 1 -4.3%
INTC Intel Corporation 0.34% 4 Bullish 2 2 +3.4%
T AT&T Inc. 0.32% 4 Bullish 29 5 +3.0%
C Citigroup Inc. 0.32% 4 Bullish 36 9 -2.5%
Showing 50 of 1516 holdings · Page 1 of 31
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 7.06% $836.3M 4,689,027 34.8 $4.3T Technology
2 APPLE INC AAPL 5.99% $709.1M 2,851,327 31.7 $3.7T Technology
3 MICROSOFT CORP MSFT 4.71% $557.3M 1,434,104 22.8 $2.8T Technology
4 AMAZON.COM INC AMZN 3.30% $391.0M 1,874,973 28.7 $2.3T Consumer Cyclical
5 ALPHABET INC CL A GOOGL 2.91% $344.6M 1,123,357 25.7 $3.5T Communication Services
6 BROADCOM INC AVGO 2.45% $290.2M 908,416 59.0 $1.5T Technology
7 ALPHABET INC CL C GOOG 2.31% $273.8M 896,621 25.7 $3.5T Communication Services
8 META PLATFORMS INC CLASS A META 2.14% $253.9M 418,973 22.9 $1.5T Communication Services
9 TESLA INC TSLA 1.74% $205.8M 541,815 317.8 $1.4T Consumer Cyclical
10 BERKSHIRE HATHAWAY INC CL B BRK-B 1.44% $170.2M 353,928 15.3 $1.0T Financial Services
11 JPMORGAN CHASE + CO JPM 1.27% $150.9M 524,522 14.3 $796.8B Financial Services
12 ELI LILLY + CO LLY 1.18% $140.3M 153,070 39.1 $865.9B Healthcare
13 EXXON MOBIL CORP XOM 1.08% $128.2M 811,526 24.8 $680.3B Energy
14 JOHNSON + JOHNSON JNJ 0.93% $110.1M 463,913 21.7 $578.2B Healthcare
15 WALMART INC WMT 0.86% $102.1M 845,585 44.5 $981.1B Consumer Defensive
16 VISA INC CLASS A SHARES V 0.82% $97.3M 324,890 28.0 $587.9B Financial Services
17 MICRON TECHNOLOGY INC MU 0.81% $96.0M 216,324 16.6 $430.9B Technology
18 COSTCO WHOLESALE CORP COST 0.70% $83.1M 85,382 50.9 $432.5B Consumer Defensive
19 MASTERCARD INC A MA 0.65% $77.4M 157,772 30.0 $448.7B Financial Services
20 NETFLIX INC NFLX 0.63% $75.0M 818,962 36.2 $391.0B Communication Services
21 CHEVRON CORP CVX 0.62% $73.1M 363,372 33.8 $410.2B Energy
22 ABBVIE INC ABBV 0.59% $70.1M 340,258 88.8 $366.3B Healthcare
23 PALANTIR TECHNOLOGIES INC A PLTR 0.58% $68.5M 440,544 217.8 $355.1B Technology
24 PROCTER + GAMBLE CO/THE PG 0.56% $65.8M 454,809 21.0 $336.3B Consumer Defensive
25 ADVANCED MICRO DEVICES AMD 0.54% $64.2M 313,069 76.9 $359.1B Technology
26 HOME DEPOT INC HD 0.53% $62.8M 191,599 23.0 $331.2B Consumer Cyclical
27 CATERPILLAR INC CAT 0.53% $62.6M 91,060 36.9 $336.5B Industrials
28 BANK OF AMERICA CORP BAC 0.51% $60.6M 1,291,421 11.7 $356.0B Financial Services
29 GENERAL ELECTRIC GE 0.50% $59.4M 204,067 35.0 $312.8B Industrials
30 CISCO SYSTEMS INC CSCO 0.50% $59.4M 756,854 29.4 $323.3B Technology
31 COCA COLA CO/THE KO 0.48% $56.9M 754,344 24.6 $323.6B Consumer Defensive
32 LAM RESEARCH CORP LRCX 0.47% $56.2M 240,599 43.2 $291.5B Technology
33 MERCK + CO. INC. MRK 0.46% $54.7M 479,314 16.2 $295.1B Healthcare
34 APPLIED MATERIALS INC AMAT 0.46% $54.4M 152,569 34.5 $293.1B Technology
35 RTX CORP RTX 0.44% $51.5M 256,950 38.3 $261.7B Industrials
36 ORACLE CORP ORCL 0.43% $50.4M 324,629 25.2 $419.8B Technology
37 PHILIP MORRIS INTERNATIONAL PM 0.41% $49.1M 301,040 22.3 $257.6B Consumer Defensive
38 UNITEDHEALTH GROUP INC UNH 0.41% $48.8M 174,187 20.2 $245.6B Healthcare
39 GOLDMAN SACHS GROUP INC GS 0.39% $46.5M 57,564 14.9 $252.5B Financial Services
40 WELLS FARGO + CO WFC 0.39% $46.0M 602,714 11.8 $247.7B Financial Services
41 GE VERNOVA INC GEV 0.39% $45.7M 52,151 49.2 $250.6B Utilities
42 INTL BUSINESS MACHINES CORP IBM 0.38% $45.0M 179,963 21.4 $226.4B Technology
43 LINDE PLC LIN 0.38% $44.7M 91,315 33.4 $228.1B Basic Materials
44 MCDONALD S CORP MCD 0.36% $42.2M 136,569 25.9 $222.4B Consumer Cyclical
45 PEPSICO INC PEP 0.34% $40.7M 266,899 25.0 $207.5B Consumer Defensive
46 VERIZON COMMUNICATIONS INC VZ 0.34% $40.0M 808,502 12.5 $212.4B Communication Services
47 INTEL CORP INTC 0.34% $39.9M 865,417 -804.0 $235.7B Technology
48 KLA CORP KLAC 0.32% $38.1M 25,244 41.9 $202.8B Technology
49 AT+T INC T 0.32% $38.0M 1,372,306 9.5 $204.4B Communication Services
50 CITIGROUP INC C 0.32% $37.6M 342,797 14.3 $200.3B Financial Services
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms