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SPYM

State Street SPDR Portfolio S&P 500 ETF
1W: -0.5% 1M: -4.4% 3M: -4.1% YTD: -3.8% 1Y: +14.5% 3Y: +67.5% 5Y: +68.5%
$77.30
+0.43 (+0.56%)
After Hours: $76.69 (-0.61, -0.80%)
ETF AMEX · AUM $4.3M
ETF-Level Metrics
AUM$4M
Holdings504
Top 10 Wt37.0%
Beta1.01
% Profitable90%
Coverage100%
Portfolio Valuation
P/E33.3
P/B10.8
P/S7.7
EV/EBITDA22.9
P/FCF41.9
PEG1.49
Profitability & Returns
Gross Margin50.2%
Net Margin23.1%
ROE36.0%
ROA12.0%
ROIC30.6%
Div Yield1.21%
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+16.8%
Net Income+29.8%
EPS+30.8%
FCF+32.2%
EBITDA+25.2%
Rev CAGR 3Y+14.0%
Quality Scores
Piotroski F6.9
Altman Z11.83
IS Quality76.6
IS Overall64.5
IS Value45.8
Median P/E23.6

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 81 34.0% 18.8
Financial Services 70 12.1% 17.2
Communication Services 23 10.7% 14.1
Consumer Cyclical 51 9.8% 35.1
Healthcare 60 9.4% 25.7
Industrials 76 8.2% 33.8
Consumer Defensive 36 5.2% 17.1
Energy 23 3.9% 24.2
Utilities 32 2.9% 24.0
Real Estate 31 2.0% 121.3
Basic Materials 20 1.8% 0.3
Other 4 0.1%

Smart Money Overlap

78 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 2.67% 4 Bullish 1 10 -0.9%
META Meta Platforms, Inc. 2.34% 4 Bullish 42 14 +0.2%
JPM JPMorgan Chase & Co. 1.39% 4 Bullish 14 9 -3.5%
JNJ Johnson & Johnson 1.01% 4 Bullish 12 2 -0.9%
WMT Walmart Inc. 0.94% 4 Bullish 21 3 +2.2%
V Visa Inc. 0.89% 4 Bullish 7 12 -3.7%
MA Mastercard Incorporated 0.71% 4 Bullish 13 3 -2.8%
NFLX Netflix, Inc. 0.69% 4 Bullish 71 13 -5.0%
CAT Caterpillar Inc. 0.57% 4 Bullish 10 6 -4.4%
CSCO Cisco Systems, Inc. 0.55% 4 Bullish 5 6 +3.7%
MRK Merck & Co., Inc. 0.50% 4 Bullish 11 2 +0.9%
RTX RTX Corporation 0.48% 4 Bullish 18 3 -0.4%
UNH UnitedHealth Group Incorporated 0.45% 4 Bullish 7 8 -4.1%
GEV GE Vernova Inc. 0.42% 4 Bullish 8 7 +5.7%
IBM International Business Machines Corporation 0.41% 4 Bullish 10 8 -0.2%
LIN Linde plc 0.40% 4 Bullish 10 3 +2.1%
MCD McDonald's Corporation 0.39% 4 Bullish 11 1 -4.3%
INTC Intel Corporation 0.37% 4 Bullish 2 2 +3.4%
T AT&T Inc. 0.35% 4 Bullish 29 5 +3.0%
C Citigroup Inc. 0.35% 4 Bullish 36 9 -2.5%
Showing 50 of 507 holdings · Page 1 of 11
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 7.67% $8.7B 49,148,352 36.2 $4.3T Technology
2 APPLE INC AAPL 6.51% $7.4B 29,886,167 31.6 $3.7T Technology
3 MICROSOFT CORP MSFT 5.11% $5.8B 15,032,628 23.1 $2.8T Technology
4 AMAZON.COM INC AMZN 3.59% $4.1B 19,675,868 29.2 $2.3T Consumer Cyclical
5 ALPHABET INC CL A GOOGL 3.16% $3.6B 11,767,427 26.6 $3.5T Communication Services
6 BROADCOM INC AVGO 2.67% $3.0B 9,551,469 60.5 $1.5T Technology
7 ALPHABET INC CL C GOOG 2.51% $2.9B 9,405,145 26.6 $3.5T Communication Services
8 META PLATFORMS INC CLASS A META 2.34% $2.7B 4,404,912 24.8 $1.5T Communication Services
9 TESLA INC TSLA 1.89% $2.1B 5,682,964 328.7 $1.4T Consumer Cyclical
10 BERKSHIRE HATHAWAY INC CL B BRK-B 1.56% $1.8B 3,708,787 15.3 $1.0T Financial Services
11 JPMORGAN CHASE + CO JPM 1.39% $1.6B 5,505,751 14.4 $796.8B Financial Services
12 ELI LILLY + CO LLY 1.29% $1.5B 1,606,109 39.9 $865.9B Healthcare
13 EXXON MOBIL CORP XOM 1.18% $1.3B 8,529,773 24.5 $680.3B Energy
14 JOHNSON + JOHNSON JNJ 1.01% $1.2B 4,873,125 21.7 $578.2B Healthcare
15 WALMART INC WMT 0.94% $1.1B 8,868,293 44.8 $981.1B Consumer Defensive
16 VISA INC CLASS A SHARES V 0.89% $1.0B 3,413,462 28.1 $587.9B Financial Services
17 MICRON TECHNOLOGY INC MU 0.88% $1.0B 2,269,953 17.8 $430.9B Technology
18 COSTCO WHOLESALE CORP COST 0.76% $868.6M 896,021 50.6 $432.5B Consumer Defensive
19 MASTERCARD INC A MA 0.71% $810.0M 1,658,469 30.1 $448.7B Financial Services
20 NETFLIX INC NFLX 0.69% $781.7M 8,568,117 35.5 $391.0B Communication Services
21 CHEVRON CORP CVX 0.67% $766.7M 3,827,295 33.2 $410.2B Energy
22 ABBVIE INC ABBV 0.64% $732.9M 3,573,561 87.3 $366.3B Healthcare
23 PALANTIR TECHNOLOGIES INC A PLTR 0.63% $715.3M 4,620,449 227.6 $355.1B Technology
24 PROCTER + GAMBLE CO/THE PG 0.60% $680.6M 4,724,850 21.2 $336.3B Consumer Defensive
25 ADVANCED MICRO DEVICES AMD 0.59% $672.1M 3,292,487 82.8 $359.1B Technology
26 HOME DEPOT INC HD 0.58% $657.1M 2,013,333 23.3 $331.2B Consumer Cyclical
27 CATERPILLAR INC CAT 0.57% $648.3M 946,576 37.8 $336.5B Industrials
28 BANK OF AMERICA CORP BAC 0.56% $635.1M 13,584,623 11.8 $356.0B Financial Services
29 CISCO SYSTEMS INC CSCO 0.55% $622.4M 7,971,009 29.2 $323.3B Technology
30 GENERAL ELECTRIC GE 0.54% $618.7M 2,133,531 36.4 $312.8B Industrials
31 LAM RESEARCH CORP LRCX 0.52% $591.2M 2,540,614 47.3 $291.5B Technology
32 COCA COLA CO/THE KO 0.52% $588.4M 7,830,848 24.7 $323.6B Consumer Defensive
33 APPLIED MATERIALS INC AMAT 0.50% $572.5M 1,611,654 37.4 $293.1B Technology
34 MERCK + CO. INC. MRK 0.50% $570.0M 5,018,842 16.3 $295.1B Healthcare
35 RTX CORP RTX 0.48% $541.3M 2,711,599 39.0 $261.7B Industrials
36 ORACLE CORP ORCL 0.46% $526.2M 3,402,165 25.7 $419.8B Technology
37 PHILIP MORRIS INTERNATIONAL PM 0.45% $511.5M 3,148,057 22.7 $257.6B Consumer Defensive
38 UNITEDHEALTH GROUP INC UNH 0.45% $510.7M 1,831,267 20.4 $245.6B Healthcare
39 GOLDMAN SACHS GROUP INC GS 0.43% $489.1M 607,569 15.3 $252.5B Financial Services
40 WELLS FARGO + CO WFC 0.42% $482.1M 6,345,908 12.0 $247.7B Financial Services
41 GE VERNOVA INC GEV 0.42% $479.6M 549,609 51.4 $250.6B Utilities
42 INTL BUSINESS MACHINES CORP IBM 0.41% $470.8M 1,890,755 21.3 $226.4B Technology
43 LINDE PLC LIN 0.40% $459.9M 944,114 33.1 $228.1B Basic Materials
44 MCDONALD S CORP MCD 0.39% $443.5M 1,440,650 26.0 $222.4B Consumer Cyclical
45 PEPSICO INC PEP 0.37% $420.1M 2,765,864 25.2 $207.5B Consumer Defensive
46 VERIZON COMMUNICATIONS INC VZ 0.37% $419.5M 8,525,259 12.4 $212.4B Communication Services
47 INTEL CORP INTC 0.37% $416.4M 9,066,651 -858.1 $235.7B Technology
48 KLA CORP KLAC 0.35% $399.4M 265,700 44.5 $202.8B Technology
49 AT+T INC T 0.35% $395.5M 14,337,159 9.4 $204.4B Communication Services
50 CITIGROUP INC C 0.35% $395.4M 3,619,450 14.6 $200.3B Financial Services
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms