Fossil fuel companiesare fueling the climate crisis.


SPDR® Portfolio S&P 500® High Dividend ETF

Shareclass
SPDR® Portfolio S&P 500® High Div ETF (SPYD)
Type
Exchange-traded fund
Fossil fuel exposure of 26.35% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
Duke Energy Corp
Macroclimate 50Top 50 coal-fired power
$97.62 MILLION
FirstEnergy Corp
Carbon Underground 200Top 200 carbon reserves
$97.44 MILLION
American Electric Power Co Inc
Macroclimate 50Top 50 coal-fired power
$96.03 MILLION
Evergy Inc
Macroclimate 50Top 50 coal-fired power
$95.25 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$80.02 MILLION
APA Corp
Carbon Underground 200Top 200 carbon reserves
$66.27 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
3
holdings
$243.73M
invested
3.58%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
4
holdings
$369.65M
invested
5.43%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
13
holdings
$1.11B
invested
16%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
3
holdings
$288.9M
invested
4.24%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
13
holdings
$1.25B
invested
18%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
20 holdings
20 holdings
  • 1. Consolidated Edison Inc
    Fossil-fired utility
    $105.06M
    1.54%
  • 2. Eversource Energy
    Fossil-fired utility
    $104.83M
    1.54%
  • 3. Exelon Corp
    Fossil-fired utility
    $101.37M
    1.49%
  • 4. WEC Energy Group Inc
    Oil/gas industryFossil-fired utility
    $99.87M
    1.47%
  • 5. Southern Co
    Oil/gas industryFossil-fired utility
    $98.22M
    1.44%
See all



Financial performance
Performance data provided byMorningstarFind more financial data on SPYD at Morningstar.com
Current fund
SPYD
SPDR® Portfolio S&P 500® High Dividend ETF
Family
State Street
Category
Mid-Cap Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
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
 5-yr returns 
-2.11% less in annualized returns
More invested in fossil fuels 
18% more invested
Lower fossil finance risk score 
9 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
20.95% less invested
Current fund
SPYD
SPDR® Portfolio S&P 500® High Dividend ETF
Family
State Street
Category
Mid-Cap Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
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
 5-yr returns 
-2.11% less in annualized returns
More invested in fossil fuels 
18% more invested
Lower fossil finance risk score 
9 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
20.95% less invested
Current fund
SPYD
SPDR® Portfolio S&P 500® High Dividend ETF
Family
State Street
Category
Mid-Cap Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
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
 5-yr returns 
-2.11% less in annualized returns
More invested in fossil fuels 
18% more invested
Lower fossil finance risk score 
9 points lower
Lower fossil insurance risk score 
23 points lower
Less invested in Clean200 
20.95% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
SPYD - SPDR® Portfolio S&P 500® High Dividend ETF
8.75%
3.02%
14%
/
26% 
Benchmark
IVV - iShares Core S&P 500 ETF
13%
14%
16%
13%
8.04% 
Fund compared to benchmark
 
-4.73%
-11.36%
-2.11%
/
18%  higher
Find more financial data on SPYD at Morningstar.com
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