State Street S&P 500 Index FundSVSPX

MUTUAL FUNDState Street
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.6B
Expense ratio
0.16%
1-year return
+16.8%
3 years, a year
+21.6%
5 years, a year
+14.0%
Holdings
506

What it aims to do.

State Street S&P 500 Index Fund (the Fund) seeks to replicate as closely as possible, before expenses, the performance of the S&P 500 Index.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp7.32%
AAPL Apple Inc6.64%
MSFT Microsoft Corp4.96%
AMZN Amazon.com Inc3.47%
GOOGL Alphabet Inc3.08%
AVGO Broadcom Inc2.56%
GOOG Alphabet Inc2.46%
META Meta Platforms Inc2.40%
TSLA Tesla Inc1.93%
BRK-B Berkshire Hathaway Inc1.57%

More on SVSPX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.