SPDR® S&P MIDCAP 400 ETF Trust

Shareclass
SPDR® S&P MIDCAP 400 ETF Trust (MDY)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund SPDR® S&P MIDCAP 400 ETF Trust

FUND COVERAGE
# of holdings399
% of assets100%
Score
43 / 100
Rank

57.4 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #467 out of 1,094

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. New York Times Co Class A
         % of fund invested: 0.32%
         $USD invested: $75.12M
  • 2. VF Corp
         % of fund invested: 0.16%
         $USD invested: $38.76M
  • 3. Coty Inc Class A
         % of fund invested: 0.05%
         $USD invested: $12.13M
  • 4. Science Applications International Corp
         % of fund invested: 0.18%
         $USD invested: $42.95M
  • 5. Jones Lang LaSalle Inc
         % of fund invested: 0.47%
         $USD invested: $112.22M
  • 6. WEX Inc
         % of fund invested: 0.19%
         $USD invested: $45.39M
  • 7. Alcoa Corp
         % of fund invested: 0.27%
         $USD invested: $64.47M
  • 8. The Wendy's Co Class A
         % of fund invested: 0.06%
         $USD invested: $13.24M
  • 9. Neurocrine Biosciences Inc
         % of fund invested: 0.45%
         $USD invested: $106.87M
  • 10. NNN REIT Inc
         % of fund invested: 0.26%
         $USD invested: $62.39M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. EchoStar Corp Class A
         % of fund invested: 0.27%
         $USD invested: $64.14M
  • 2. GameStop Corp Class A
         % of fund invested: 0.3%
         $USD invested: $70.56M
  • 3. RBC Bearings Inc
         % of fund invested: 0.4%
         $USD invested: $94.55M
  • 4. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: 0.22%
         $USD invested: $52M
  • 5. Chewy Inc
         % of fund invested: 0.29%
         $USD invested: $69.54M
  • 6. Talen Energy Corp Ordinary Shares New
         % of fund invested: 0.56%
         $USD invested: $133.65M
  • 7. Silgan Holdings Inc
         % of fund invested: 0.12%
         $USD invested: $29.51M
  • 8. Mueller Industries Inc
         % of fund invested: 0.35%
         $USD invested: $82.12M
  • 9. Matador Resources Co
         % of fund invested: 0.19%
         $USD invested: $45.36M
  • 10. Houlihan Lokey Inc Class A
         % of fund invested: 0.35%
         $USD invested: $82.91M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund SPDR® S&P MIDCAP 400 ETF Trust

Totals

Holdings
Assets
Weight
Prisons
7
$333.05M
1.41%
     Prisons high risk
1
$79.29M
0.34%
     Private prisons
0
$0
0%
Borders
10
$645.43M
2.73%
     Borders high risk
4
$279.29M
1.18%
Total
13
$697.2M
2.95%
Full fund results

Holdings — 13 flagged holdings

1.
The Carlyle Group Inc
Borders
$106.41M
0.45%
Borders :
$106.41M
0.45%
2.
First Horizon Corp
Prisons
Borders
$88.68M
0.37%
Prisons
Borders :
$88.68M
0.37%
3.
CACI International Inc Class A
Borders
$81.61M
0.34%
Borders :
$81.61M
0.34%
4.
Aramark
Prisons
Borders
$79.29M
0.34%
Prisons
Borders :
$79.29M
0.34%
5.
AeroVironment Inc
Borders
$59.43M
0.25%
Borders :
$59.43M
0.25%
6.
Pinnacle Financial Partners Inc
Prisons
Borders
$57.81M
0.24%
Prisons
Borders :
$57.81M
0.24%
7.
Synovus Financial Corp
Prisons
Borders
$55.5M
0.23%
Prisons
Borders :
$55.5M
0.23%
8.
KBR Inc
Borders
$50.64M
0.21%
Borders :
$50.64M
0.21%
9.
Science Applications International Corp
Borders
$42.95M
0.18%
Borders :
$42.95M
0.18%
10.
Polaris Inc
Borders
$23.12M
0.1%
Borders :
$23.12M
0.1%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer