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SPDR® S&P Dividend ETF SDY

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SDY

Will SDY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SDY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SDY’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stellar portfolio of dividend diehards.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

SPDR S&P Dividend ETF etches out a high-quality portfolio of disciplined dividend payers that delivers solid yield without too much risk. It should continue to offer a more attractive risk/reward profile than the Russell Mid Cap Value Index.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings SDY

More SDY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

3M Co

2.64 536.1 Mil
Industrials

Realty Income Corp

2.62 530.3 Mil
Real Estate

Chevron Corp

1.82 369.0 Mil
Energy

Southern Co

1.79 363.0 Mil
Utilities

Xcel Energy Inc

1.77 358.6 Mil
Utilities

Edison International

1.72 347.7 Mil
Utilities

Kimberly-Clark Corp

1.69 342.4 Mil
Consumer Defensive

T. Rowe Price Group Inc

1.69 342.0 Mil
Financial Services

Consolidated Edison Inc

1.67 339.2 Mil
Utilities

Kenvue Inc

1.64 332.8 Mil
Consumer Defensive