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SPDR MFS Systematic Value Equity (SYV) ETF Holdings & Analysis
ETFOther
What SYV does
The fund primarily aims to achieve capital growth for its investors. Typically, it allocates at least 80% of its net assets (including any funds acquired through borrowing) to various types of equity instruments. These equity holdings generally comprise common stocks, preferred stocks, and securities convertible into shares. The Sub-Adviser employs a 'bottom-up' methodology for selecting and trading investments for the portfolio.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Bank of America Corporation | 4.52% | |
| Citigroup Inc. | 4.31% | |
| Johnson & Johnson | 4.20% | |
| AGCO Corporation | 3.60% | |
| Intel Corporation | 3.55% | |
| Eaton Corporation plc | 3.48% | |
| Regal Beloit Corporation | 2.97% | |
| JPMorgan Chase & Co. | 2.63% | |
| McKesson Corporation | 2.41% | |
| Valero Energy Corporation | 2.39% |
Sector allocation
| Basic Materials | 1.15% |
| Cash & Others | 0.01% |
| Communication Services | 9.74% |
| Consumer Cyclical | 5.67% |
| Consumer Defensive | 9.25% |
| Energy | 5.81% |
| Financial Services | 19.78% |
| Healthcare | 14.47% |
| Industrials | 12.20% |
| Real Estate | 5.37% |
| Technology | 10.12% |
Geographic allocation
| United States | 95.24% |
| Ireland | 4.76% |
PortView Portfolio Insights
PortView analyzes how SYV fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze SYV in PortView →Related securities
Related stocks
Frequently asked questions
- What does SYV track?
- SYV is the SPDR MFS Systematic Value Equity ETF, a Other ETF.
- What is the expense ratio of SYV?
- Expense ratio data for SYV is shown on the page when available from our data provider.
- What are the largest holdings in SYV?
- Top holdings include BAC, C, JNJ, AGCO, INTC.
- How can PortView analyze SYV overlap with other ETFs?
- PortView computes the holdings overlap between SYV and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.