New Sector-Neutral Fund Enhances SPDR’s US Dividend Lineup,
Providing Clients with New Dividend Solution
State Street Global Advisors, the asset management business of
State Street Corporation (NYSE: STT), today announced the launch of
the SPDR® Portfolio S&P Sector Neutral Dividend ETF (SPDG).
The fund is designed to track the total return performance of
the S&P Sector-Neutral High Yield Dividend Aristocrats Index,
which is designed to mirror the sector weights of the S&P
Composite 1500® Index and includes companies that have followed a
policy of increasing or maintaining dividend payments every year
for at least seven consecutive years.
“SPDG is a compelling addition to our low-cost SPDR Portfolio
ETF lineup as well as our broader dividend income suite,” said
Matthew Bartolini, head of SPDR Americas Research at State Street
Global Advisors. “Providing the potential for attractive income,
while seeking to track an index designed to mitigate the effect
sector biases can have on the relative returns of dividend
strategies versus broader equity markets, SPDG is designed for
income-oriented buy-and-hold investors seeking a low-cost, core
dividend fund.”
Income generation continues to be a critical portfolio
construction goal. US-listed dividend equity ETFs have had inflows
in 36 out of the last 37 months, accumulating $129 billion in
assets.1
Beyond its income focus, SPDG is the newest addition to our
suite of 23 low-cost SPDR Portfolio ETFs. Whether investors want to
generate income, manage risk, or grow capital, the SPDR Portfolio
ETFs Suite is designed to offer exposure to US equity,
international equity, and fixed income asset classes — helping
investors build a diversified core portfolio comprising funds
priced as low as two basis points. Since launching in 2017, SPDR
Portfolio ETFs have more than $156 billion in AUM.2 And as the
creator of the world’s first ETFs,3 SPDR’s innovation in ETFs is
driven by its commitment to delivering low-cost, efficient
solutions for investors and more than 40 year of indexing
experience. SPDR Portfolio ETFs are backed by the same team and
processes that have made SPDR a leader in ETF investing.
Click here for the complete lineup of SPDR Portfolio ETFs.
To learn more about how investors are using low-cost ETFs to
achieve a variety of investment objectives, visit Low-Cost Core
ETFs to Build Long-Term Wealth.
For more information on the SPDR ETF suite, visit
www.ssga.com/etfs.
About SPDR Exchange Traded Funds
SPDR ETFs are a comprehensive family spanning an array of
international and domestic asset classes. The funds provide
investors with the flexibility to select investments that are
aligned to their investment strategy. For more information, visit
www.ssga.com.
About State Street Global Advisors
For four decades, State Street Global Advisors has served the
world’s governments, institutions and financial advisors. With a
rigorous, risk-aware approach built on research, analysis and
market-tested experience, we build from a breadth of index and
active strategies to create cost-effective solutions. And, as
pioneers in index, ETF, and ESG investing, we are always inventing
new ways to invest. As a result, we have become the world’s fourth
largest asset manager* with US $3.8 trillion† under our care.
*Pensions & Investments Research Center, as of 12/31/22.
†This figure is presented as of June 30, 2023 and includes
approximately $63 billion USD of assets with respect to SPDR
products for which State Street Global Advisors Funds Distributors,
LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State
Street Global Advisors are affiliated. Please note all AUM is
unaudited.
1 Bloomberg Finance L.P. as of August 31, 2023 2 Bloomberg
Finance L.P. as of August 31, 2023 3 ETFs managed by State Street
Global Advisors have the oldest inception dates within the US, Hong
Kong, Australia, and Singapore. State Street Global Advisors
launched the first ETF in the US on January 22, 1993; launched the
first ETF in Hong Kong on November 11, 1999; launched the first ETF
in Australia on August 24, 2001; and launched the first ETF in
Singapore on April 11, 2002.
Important Risk Information
The information provided does not constitute investment advice
and it should not be relied on as such. It should not be considered
a solicitation to buy or an offer to sell a security. It does not
take into account any investor's particular investment objectives,
strategies, tax status or investment horizon.
The whole or any part of this work may not be reproduced, copied
or transmitted or any of its contents disclosed to third parties
without SSGA’s express written consent.
Investing involves risk, including the risk of loss of
principal.
This communication is not intended to be an investment
recommendation or investment advice and should not be relied upon
as such.
ETFs trade like stocks, are subject to investment risk,
fluctuate in market value and may trade at prices above or below
the ETFs net asset value. Brokerage commissions and ETF expenses
will reduce returns.
Equity securities may fluctuate in value and can decline
significantly in response to the activities of individual companies
and general market and economic conditions.
Non-diversified funds that focus on a relatively small number of
securities tend to be more volatile than diversified funds and the
market as a whole.
Passively managed funds invest by sampling the index, holding a
range of securities that, in the aggregate, approximates the full
Index in terms of key risk factors and other characteristics. This
may cause the fund to experience tracking errors relative to
performance of the index.
Dividend paying securities can fall out of favor causing
securities to underperform companies that do not pay dividends.
Changes in dividend policies of companies may adversely affect fund
performance.
The Fund's investments are subject to changes in general
economic conditions, general market fluctuations and the risks
inherent in investment in securities markets. Investment markets
can be volatile and prices of investments can change substantially
due to various factors including, but not limited to, economic
growth or recession, changes in interest rates, changes in the
actual or perceived creditworthiness of issuers, and general market
liquidity. The Fund is subject to the risk that geopolitical events
will disrupt securities markets and adversely affect global
economies and markets. Local, regional or global events such as
war, acts of terrorism, the spread of infectious illness or other
public health issues, or other events could have a significant
impact on the Fund and its investments.
The Index Provider is not affiliated with the Trust, the
Adviser, the Fund's Administrator, Sub-Administrator, Custodian,
Transfer Agent, SSGA FD or any of their respective affiliates. The
Adviser (“Licensee”) has entered into a license agreement with the
Index Provider pursuant to which the Adviser pays a fee to use the
Index. The Adviser is sub-licensing rights to the Index to the Fund
at no charge.
While the shares of ETFs are tradable on secondary markets, they
may not readily trade in all market conditions and may trade at
significant discounts in periods of market stress.
All information is from SSGA unless otherwise noted and has been
obtained from sources believed to be reliable, but its accuracy is
not guaranteed. There is no representation or warranty as to the
current accuracy, reliability or completeness of, nor liability
for, decisions based on such information and it should not be
relied on as such.
Frequent trading of ETFs could significantly increase
commissions and other costs such that they may offset any savings
from low fees or costs.
The trademarks and service marks referenced herein are the
property of their respective owners. Third party data providers
make no warranties or representations of any kind relating to the
accuracy, completeness or timeliness of the data and have no
liability for damages of any kind relating to the use of such
data.
The S&P 500® Index is a product of S&P Dow Jones Indices
LLC or its affiliates (“S&P DJI”) and have been licensed for
use by State Street Global Advisors. S&P®, SPDR®, S&P
500®,US 500 and the 500 are trademarks of Standard & Poor’s
Financial Services LLC (“S&P”); Dow Jones® is a registered
trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has
been licensed for use by S&P Dow Jones Indices; and these
trademarks have been licensed for use by S&P DJI and
sublicensed for certain purposes by State Street Global Advisors.
The fund is not sponsored, endorsed, sold or promoted by S&P
DJI, Dow Jones, S&P, their respective affiliates, and none of
such parties make any representation regarding the advisability of
investing in such product(s) nor do they have any liability for any
errors, omissions, or interruptions of these indices.
Distributor: State Street Global Advisors Funds
Distributors, LLC, member FINRA, SIPC, an indirect wholly owned
subsidiary of State Street Corporation. References to State Street
may include State Street Corporation and its affiliates. Certain
State Street affiliates provide services and receive fees from the
SPDR ETFs.
State Street Global Advisors, One Iron Street, Boston, MA
02210.
Before investing, consider the fund’s investment objectives,
risks, charges and expenses. To obtain a prospectus or summary
prospectus which contains this and other information, call
866.787.2257 or visit ssga.com. Read it carefully.
© 2023 State Street Corporation. All Rights Reserved.
5852911.1.1.AM.RTL Exp. Date: 09/30/2024
Not FDIC Insured · No Bank Guarantee · May Lose Value
View source
version on businesswire.com: https://www.businesswire.com/news/home/20230907676151/en/
Deborah Heindel +1 617 662 9927 DHEINDEL@StateStreet.com
SPDR Series Trus (NYSE:SPDG)
Gráfico Histórico do Ativo
De Fev 2025 até Mar 2025
SPDR Series Trus (NYSE:SPDG)
Gráfico Histórico do Ativo
De Mar 2024 até Mar 2025
