State Street® SPDR® USSmCapLowVolIndETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
State Street® SPDR® US Small Cap Low Volatility Index ETF SMLV
Morningstar’s Analysis SMLV
Will SMLV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
E-Mini Russ 2000 Dec26 Xcme 20261218 | 0.69 | 2M | — |
Safety Insurance Group Inc | 0.68 | 2M | Financial Services |
City Holding Co | 0.65 | 2M | Financial Services |
Ssi Us Gov Money Market Class State Street Inst Us Gov | 0.63 | 2M | Cash and Equivalents |
Phillips Edison & Co Inc Ordinary Shares - New | 0.59 | 1M | Real Estate |
American States Water Co | 0.58 | 1M | Utilities |
Atlanta Braves Holdings Inc Class C | 0.58 | 1M | Communication Services |
NorthWestern Energy Group Inc | 0.58 | 1M | Utilities |
Horace Mann Educators Corp | 0.58 | 1M | Financial Services |
MSC Industrial Direct Co Inc Class A | 0.55 | 1M | Industrials |