Investment Portfolio Benchmarks & Comparisons

SPDR S&P 500 ETF (S&P 500)

State Street Global Advisors

  • The SPDR® S&P 500® ETF Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500® Index (the “Index”)
  • The S&P 500 Index is a diversified large cap U.S. index that holds companies across all eleven GICS sectors
  • Launched in January 1993, SPY was the very first exchange traded fund listed in the United States
Aggressive (8)
ETF
Institution
Passive
0.34
Qtr Return

Quarterly Performance

Hide Benchmark Quarter Performance Report 3 Month YTD 1 Year 3 Year 5 Year
SPDR S&P 500 ETF (S&P 500) Q1 2025 N/A -3.5% -3.5% 23% 45% 14%
SPDR S&P 500 ETF (S&P 500) Q4 2024 N/A 8% 24.5% 24.5% 64% 17%
SPDR S&P 500 ETF (S&P 500) Q4 2024 N/A 11.00% 8.50% 32.55% 6.25% 18.25%
SPDR S&P 500 ETF (S&P 500) Q2 2024 N/A 7% 8% 8% 12% 8%
SPDR S&P 500 ETF (S&P 500) Q1 2024 N/A 6.50% 6.50% 6.50% 8.50% 7.50%
Average Avg 0% Avg 0% Avg 0% Avg 0% Avg 0%