State Street Global Advisors Enhances SPDR® Portfolio ETF™ Suite With New Low-Cost Dividend ETF
- SPDG is designed to track the total return performance of the S&P Sector-Neutral High Yield Dividend Aristocrats Index, offering potential attractive income for income-oriented investors.
- US-listed dividend equity ETFs have had inflows in 36 out of the last 37 months, accumulating $129 billion in assets.
- SPDR Portfolio ETFs have more than $156 billion in AUM since launching in 2017.
- None.
New Sector-Neutral Fund Enhances SPDR’s US Dividend Lineup, Providing Clients with New Dividend Solution
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
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
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
*Pensions & Investments Research Center, as of 12/31/22.
†This figure is presented as of June 30, 2023 and includes approximately
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,
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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.
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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.
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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,
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© 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
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Deborah Heindel
+1 617 662 9927
DHEINDEL@StateStreet.com
Source: State Street Corporation
