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
Qtr Return
Quarterly Performance
Hide | Benchmark | Quarter | Performance Report | 3 Month | YTD | 1 Year | 3 Year | 5 Year |
---|---|---|---|---|---|---|---|---|
![]() |
Q1 2025 | N/A | -3.5% | -3.5% | 23% | 45% | 14% | |
![]() |
Q4 2024 | N/A | 8% | 24.5% | 24.5% | 64% | 17% | |
![]() |
Q4 2024 | N/A | 11.00% | 8.50% | 32.55% | 6.25% | 18.25% | |
![]() |
Q2 2024 | N/A | 7% | 8% | 8% | 12% | 8% | |
![]() |
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% |