Investment Objective |
The SPDR Bloomberg SASB Corporate Bond ESG Select ETF (the “Fund”) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks investment grade corporate bonds issued by companies that exhibit certain environmental, social and governance (“ESG”) characteristics. |
Management fees | [ ]% |
Distribution and service (12b-1) fees | None |
Other expenses1 | [ ]% |
Total annual Fund operating expenses | [ ]% |
1 | “Other expenses” are based on estimated amounts for the current fiscal year. |
Year 1 | Year 3 |
$[ ] | $[ ] |
Investment Objective |
The SPDR Bloomberg SASB US Large Cap Dividend Yield ESG Select ETF (the “Fund”) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks stocks of U.S. large capitalization companies that yield high dividends and exhibit certain environmental, social and governance (“ESG”) characteristics. |
Management fees | [ ]% |
Distribution and service (12b-1) fees | None |
Other expenses1 | [ ]% |
Total annual Fund operating expenses | [ ]% |
1 | “Other expenses” are based on estimated amounts for the current fiscal year. |
Year 1 | Year 3 |
$[ ] | $[ ] |
Investment Objective |
The SPDR Bloomberg SASB US Large Cap ESG Select ETF (the “Fund”) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks stocks of U.S. large capitalization companies that exhibit certain environmental, social and governance (“ESG”) characteristics. |
Management fees | [ ]% |
Distribution and service (12b-1) fees | None |
Other expenses1 | [ ]% |
Total annual Fund operating expenses | [ ]% |
1 | “Other expenses” are based on estimated amounts for the current fiscal year. |
Year 1 | Year 3 |
$[ ] | $[ ] |
Investment Objective |
The SPDR Bloomberg SASB US Large Cap Growth ESG Select ETF (the “Fund”) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks stocks of U.S. large capitalization companies that exhibit growth and certain environmental, social and governance (“ESG”) characteristics. |
Management fees | [ ]% |
Distribution and service (12b-1) fees | None |
Other expenses1 | [ ]% |
Total annual Fund operating expenses | [ ]% |
1 | “Other expenses” are based on estimated amounts for the current fiscal year. |
Year 1 | Year 3 |
$[ ] | $[ ] |
Investment Objective |
The SPDR Bloomberg SASB US Large Cap Value ESG Select ETF (the “Fund”) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks stocks of U.S. large capitalization companies that exhibit value and certain environmental, social and governance (“ESG”) characteristics. |
Management fees | [ ]% |
Distribution and service (12b-1) fees | None |
Other expenses1 | [ ]% |
Total annual Fund operating expenses | [ ]% |
1 | “Other expenses” are based on estimated amounts for the current fiscal year. |
Year 1 | Year 3 |
$[ ] | $[ ] |
Fund Name | SPDR Bloomberg SASB Corporate Bond ESG Select ETF | SPDR Bloomberg SASB US Large Cap Dividend Yield ESG Select ETF | SPDR Bloomberg SASB US Large Cap ESG Select ETF | SPDR Bloomberg SASB US Large Cap Growth ESG Select ETF | SPDR Bloomberg SASB US Large Cap Value ESG Select ETF |
Call/Prepayment Risk | X | ||||
Counterparty Risk | X | X | X | X | X |
Credit Risk | X | ||||
Debt Securities Risk | X | ||||
Derivatives Risk | X | X | X | X | X |
Dividend Paying Securities Risk | X | ||||
Equity Investing Risk | X | X | X | X | |
ESG Investing Risk | X | X | X | X | X |
Extension Risk | X | ||||
Financial Sector Risk | X | ||||
Fluctuation of Net Asset Value, Share Premiums and Discounts Risk | X | X | X | X | X |
Growth Stock Risk | X | ||||
Income Risk | X |
Fund Name | SPDR Bloomberg SASB Corporate Bond ESG Select ETF | SPDR Bloomberg SASB US Large Cap Dividend Yield ESG Select ETF | SPDR Bloomberg SASB US Large Cap ESG Select ETF | SPDR Bloomberg SASB US Large Cap Growth ESG Select ETF | SPDR Bloomberg SASB US Large Cap Value ESG Select ETF |
Indexing Strategy/Index Tracking Risk | X | X | X | X | X |
Industrial Sector Risk | X | ||||
Interest Rate Risk | X | ||||
Large-Capitalization Securities Risk | X | X | X | X | |
Liquidity Risk | X | X | X | X | X |
Market Risk | X | X | X | X | X |
Non-Diversification Risk | X | X | X | X | X |
Non-U.S. Securities Risk | X | ||||
Utilities Sector Risk | X | ||||
Valuation Risk | X | ||||
Value Stock Risk | X |
SPDR Bloomberg SASB Corporate Bond ESG Select ETF SPDR Bloomberg SASB US Large Cap Dividend Yield ESG Select ETF SPDR Bloomberg SASB US Large Cap ESG Select ETF SPDR Bloomberg SASB US Large Cap Growth ESG Select ETF SPDR Bloomberg SASB US Large Cap Value ESG Select ETF | [X.XX]% [X.XX]% [X.XX]% [X.XX]% [X.XX]% |
Portfolio Management Team | Fund |
Christopher DiStefano, Michael Brunell and Frank
Miethe
|
SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
Michael Feehily, Karl Schneider and Emiliano
Rabinovich
|
SPDR Bloomberg SASB US Large Cap Dividend Yield ESG Select ETF, SPDR Bloomberg SASB US Large Cap ESG Select ETF |
Michael Feehily, Karl Schneider and Olga
Winner
|
SPDR Bloomberg SASB US Large Cap Growth ESG Select ETF |
Michael Feehily, Karl Schneider and Lisa
Hobart
|
SPDR Bloomberg SASB US Large Cap Value ESG Select ETF |
[ ] | The Trust's Investment Company Act Number is 811-08839. |