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SPDR S&P 500 ETF | N-30D: Others

SPDR S&P 500 ETF | N-30D: Others

SPDR 標普500指數ETF | N-30D:其他
美股SEC公告 ·  2024/11/27 23:53

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On September 30, 2024, SPDR S&P 500 ETF Trust released its annual report, highlighting a 12-month total return of 36.15% based on NAV, closely aligning with the S&P 500 Index's 36.35% return. The Trust's performance was influenced by operating expenses and an expense waiver, which, if absent, would have reduced returns.The Trust's net assets reached approximately $589.65 billion, with investments valued at $589.59 billion. The Trust's investment strategy involves holding a portfolio mirroring the S&P 500 Index, with each stock's weight in the portfolio corresponding to its weight in the Index.Looking forward, the Trust aims to continue providing investment results that correspond to the S&P 500 Index's performance, maintaining its strategy of holding a diversified portfolio of common stocks.
On September 30, 2024, SPDR S&P 500 ETF Trust released its annual report, highlighting a 12-month total return of 36.15% based on NAV, closely aligning with the S&P 500 Index's 36.35% return. The Trust's performance was influenced by operating expenses and an expense waiver, which, if absent, would have reduced returns.The Trust's net assets reached approximately $589.65 billion, with investments valued at $589.59 billion. The Trust's investment strategy involves holding a portfolio mirroring the S&P 500 Index, with each stock's weight in the portfolio corresponding to its weight in the Index.Looking forward, the Trust aims to continue providing investment results that correspond to the S&P 500 Index's performance, maintaining its strategy of holding a diversified portfolio of common stocks.
2024年9月30日,SPDR標普500指數ETF信託基金髮布了年度報告,強調按資產淨值計算的12個月總回報率爲36.15%,與標準普爾500指數的36.35%的回報率非常一致。信託基金的業績受到運營費用和支出豁免的影響,如果不這樣做,回報就會降低。該信託的淨資產達到約5896.5億美元,投資價值爲5895.9億美元。該信託的投資策略包括持有與標準普爾500指數相似的投資組合,每隻股票在投資組合中的權重與其在指數中的權重相對應。展望未來,該信託基金的目標是繼續提供與標準普爾500指數表現相對應的投資結果,維持其持有多元化普通股投資組合的戰略。
2024年9月30日,SPDR標普500指數ETF信託基金髮布了年度報告,強調按資產淨值計算的12個月總回報率爲36.15%,與標準普爾500指數的36.35%的回報率非常一致。信託基金的業績受到運營費用和支出豁免的影響,如果不這樣做,回報就會降低。該信託的淨資產達到約5896.5億美元,投資價值爲5895.9億美元。該信託的投資策略包括持有與標準普爾500指數相似的投資組合,每隻股票在投資組合中的權重與其在指數中的權重相對應。展望未來,該信託基金的目標是繼續提供與標準普爾500指數表現相對應的投資結果,維持其持有多元化普通股投資組合的戰略。
声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息