SPDR® S&P 500 ETF Trust
Fund offered by:
SPDR State Street Global Advisors
Ticker: SPY
Prison industrial complex grade
D
One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio.
$47.39 BILLION
Prison industrial complex
24
flagged holdings
17%
of assets flagged
Data as of 10/30/20
Flagged investments:
$47.39 BILLION, 17% of assets
Higher risk:
$3.13 BILLION, 1.13% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
4.32%
of assets
11
holdings
$11.98B
invested
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
15%
of assets
18
holdings
$42.34B
invested
All flagged holdings
24 holdings
24 holdings
  • 1.  Microsoft Corp
    Borders
    5.65% of assets
    $15.67B invested
  • 2.  Amazon.com Inc
    Borders
    4.77% of assets
    $13.22B invested
  • 3.  JPMorgan Chase & Co
    PrisonsBorders
    1.1% of assets
    $3.06B invested
  • 4.  Walmart Inc
    Prisons
    0.71% of assets
    $1.97B invested
  • 5.  Bank of America Corp
    PrisonsBorders
    0.67% of assets
    $1.85B invested
Higher risk
Private prison operator
See all
SPDR® S&P 500 ETF Trust $SPY has $47.39 BILLION invested in 24 companies involved in the prison industrial complex, amounting to 17% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on SPY at Morningstar.com
Current fund
SPY
SPDR® S&P 500 ETF Trust
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.05% less in annualized returns
Same in private prison operators 
Both 0% invested
Same in higher risk companies, prison industry 
Both 0% invested
More invested in higher risk companies, border industry 
<0.01% more invested
More invested in higher risk companies 
<0.01% more invested
More invested in all screened prison industry companies 
<0.01% more invested
More invested in all screened border industry companies 
0.03% more invested
More invested in all screened companies 
0.04% more invested
Current fund
SPY
SPDR® S&P 500 ETF Trust
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.05% less in annualized returns
Same in private prison operators 
Both 0% invested
Same in higher risk companies, prison industry 
Both 0% invested
More invested in higher risk companies, border industry 
<0.01% more invested
More invested in higher risk companies 
<0.01% more invested
More invested in all screened prison industry companies 
<0.01% more invested
More invested in all screened border industry companies 
0.03% more invested
More invested in all screened companies 
0.04% more invested
Current fund
SPY
SPDR® S&P 500 ETF Trust
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.05% less in annualized returns
Same in private prison operators 
Both 0% invested
Same in higher risk companies, prison industry 
Both 0% invested
More invested in higher risk companies, border industry 
<0.01% more invested
More invested in higher risk companies 
<0.01% more invested
More invested in all screened prison industry companies 
<0.01% more invested
More invested in all screened border industry companies 
0.03% more invested
More invested in all screened companies 
0.04% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
SPY - SPDR® S&P 500 ETF Trust
9.72%
10%
12%
13%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
9.68%
10%
12%
13%
0% 
Fund compared to benchmark
 
0.03%
-0.04%
-0.06%
-0.05%
Same
Find more financial data on SPY at Morningstar.com
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