(SPY) SP500 Trust - Overview

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 775.264m USD | Total Return: 25.8% in 12m

Exchange Traded Funds, Equity Securities, Index Tracking
Total Rating 60
Safety 32
Buy Signal -0.48
Large Blend
Category Rotation: -5.3
TER: 0.10%
AUM: 775B
Avg Turnover: 33.9B
Risk 3d forecast
Volatility21.6%
VaR 5th Pctl4.05%
VaR vs Median4.08%
Reward TTM
Sharpe Ratio1.61
Rel. Str. IBD59.9
Rel. Str. Peer Group57.9
Character TTM
Beta1.000
Beta Downside1.000
Hurst Exponent0.533
Drawdowns 3y
Max DD18.76%
CAGR/Max DD1.15
CAGR/Mean DD10.50

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SPY SP500 Trust

The SPDR S&P 500 ETF Trust (SPY) is a passive exchange-traded fund designed to track the performance of the S&P 500 Index. It employs a full replication strategy, holding all constituent common stocks in weights nearly identical to the index itself.

As a Large Blend ETF, the fund provides exposure to 500 of the largest publicly traded companies in the United States across 11 GICS sectors. This business model minimizes tracking error and provides high liquidity, making it a primary benchmark for the broader U.S. equity market.

Investors can analyze the underlying fundamentals of these holdings further on ValueRay. Since its inception in 1993, the trust has operated as a Unit Investment Trust (UIT), requiring it to fully replicate its target index rather than using sampling techniques.

Headlines to Watch Out For
  • Federal Reserve interest rate policy dictates equity risk premiums
  • Mega-cap technology earnings growth drives index-weighted performance
  • U.S. macroeconomic indicators influence corporate profit margin expectations
  • Passive fund inflows and liquidity trends impact underlying asset demand
What is the price of SPY shares?

As of June 06, 2026, the stock is trading at USD 737.55 with a total of 91,064,638 shares traded.
Over the past week, the price has changed by -2.50%, over one month by +1.90%, over three months by +8.55% and over the past year by +25.79%.

Is SPY a buy, sell or hold?

SP500 Trust has no consensus analysts rating.