SPDR® S&P 500 ETF Trust
Fund offered by:
SPDR State Street Global Advisors
Ticker: SPY
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$66.13 BILLION
Prison industrial complex
23
flagged holdings
17%
of assets flagged
Data as of 8/31/21
Flagged investments:
$66.13 BILLION, 17% of assets
Higher risk:
$4.36 BILLION, 1.09% 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
13
holdings
$33.76B
invested
8.47%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
17
holdings
$60.15B
invested
15%
of portfolio
All flagged holdings
23 holdings
23 holdings
  • 1.  Microsoft Corp
    Border industry
    $23.65B
    5.93%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $15.47B
    3.88%
  • 3.  JPMorgan Chase & Co
    Prison industryBorder industry
    $5.04B
    1.26%
  • 4.  Bank of America Corp
    Prison industryBorder industry
    $3.27B
    0.82%
  • 5.  Accenture PLC Class A
    Border industry
    $2.23B
    0.56%
Higher risk
Private prison operator
See all
SPDR® S&P 500 ETF Trust $SPY has $66.13 BILLION invested in 23 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: 8/31/21
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 
-0.08% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0% less 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 
0.02% more invested
More invested in all screened companies 
0.02% 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: 8/31/21
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 
-0.08% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0% less 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 
0.02% more invested
More invested in all screened companies 
0.02% 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: 8/31/21
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 
-0.08% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0% less 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 
0.02% more invested
More invested in all screened companies 
0.02% 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
31%
18%
18%
16%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
31%
18%
18%
16%
0% 
Fund compared to benchmark
 
-0.09%
-0.09%
-0.09%
-0.08%
Same
Find more financial data on SPY at Morningstar.com
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