SPDR® Portfolio Emerging Markets ETF

Shareclass

SPDR® Portfolio Emerging Markets ETF (SPEM)

Type

Exchange-traded fund

Manager

Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments

4.03%

INVESTED IN DEFORESTATION-RISK COMPANIES

AGRIBUSINESS

deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy

BANKS AND LENDERS

that finance deforestation-risk agribusiness producers via lending and underwriting

MAJOR CONSUMER BRANDS

that use deforestation-risk agribusiness commodities in products

holdings flagged

4.03%

of assets flagged

This fund contains

$375.61 MILLION invested

in holdings flagged for deforestation risk

Take action

Commodity producers

31 holdings

0.91% of assets

$84.59 MILLION invested

Banks and lenders

13 holdings

2.02% of assets

$188.65 MILLION invested

Major consumer brands

27 holdings

1.34% of assets

$124.44 MILLION invested

Commodity producers

31 HOLDINGS

Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.

31 HOLDINGS

% of portfolio
$ invested
1. Ptt PCL
0.13%0.13% of portfolio
$12.21M$12.21M invested
2. IOI Corp Bhd
0.09%0.09% of portfolio
$8.45M$8.45M invested
3. PT Astra International Tbk
0.08%0.08% of portfolio
$7.88M$7.88M invested
4. Genting Bhd
0.07%0.07% of portfolio
$6.42M$6.42M invested
5. WH Group Ltd Shs Unitary 144A/Reg S
0.06%0.06% of portfolio
$5.9M$5.9M invested

View next 5

Banks and lenders

13 HOLDINGS

Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).

13 HOLDINGS

% of portfolio
$ invested
1. Industrial And Commercial Bank Of China Ltd Class H
0.45%0.45% of portfolio
$41.58M$41.58M invested
2. Bank Of China Ltd Class H
0.43%0.43% of portfolio
$39.92M$39.92M invested
3. PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B-
0.26%0.26% of portfolio
$24.61M$24.61M invested
4. PT Bank Mandiri (Persero) Tbk
0.24%0.24% of portfolio
$22.17M$22.17M invested
5. Public Bank Bhd
0.18%0.18% of portfolio
$16.71M$16.71M invested

View next 5

Major consumer brands

27 HOLDINGS

Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).

27 HOLDINGS

% of portfolio
$ invested
1. Hindustan Unilever Ltd
0.4%0.4% of portfolio
$37.53M$37.53M invested
2. Uni-President Enterprises Corp
0.14%0.14% of portfolio
$12.72M$12.72M invested
3. Nestle India Ltd
0.12%0.12% of portfolio
$11.07M$11.07M invested
4. Pou Chen Corp
0.1%0.1% of portfolio
$9.77M$9.77M invested
5. Grupo Bimbo SAB de CV Class A
0.08%0.08% of portfolio
$7.5M$7.5M invested

View next 5

View more info

DATA AS OF 31 Jul 2024

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

SPDR® Portfolio Emerging Markets ETF SPEM

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

N/A

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on SPEM at Morningstar.com

Current fund

SPEM

SPDR® Portfolio Emerging Markets ETF

Family

State Street

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 7/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-0.68% less in annualized returns

Less invested in commodity producers

0.54% less invested

Less invested in banks and lenders

3.27% less invested

Less invested in major consumer brands

6.51% less invested

Current fund

SPEM

SPDR® Portfolio Emerging Markets ETF

Family

State Street

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 7/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-0.68% less in annualized returns

Less invested in commodity producers

0.54% less invested

Less invested in banks and lenders

3.27% less invested

Less invested in major consumer brands

6.51% less invested

Current fund

SPEM

SPDR® Portfolio Emerging Markets ETF

Family

State Street

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 7/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-0.68% less in annualized returns

Less invested in commodity producers

0.54% less invested

Less invested in banks and lenders

3.27% less invested

Less invested in major consumer brands

6.51% less invested

Month-end trailing returns

Performance as of date: 7/31/24

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Deforestation analysis

1-yr

3-yr

5-yr

10-yr

This fund
SPEM - SPDR® Portfolio Emerging Markets ETF

7.71%

-0.81%

4.33%

3.39%

0.91%

Benchmark

9.51%

1.67%

6.11%

4.07%

1.44%

Fund compared to benchmark

-1.8%

-2.48%

-1.78%

-0.68%

0.54% lower

Find more financial data on SPEM at Morningstar.com

Take Action

Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.

SUPPORT THE PETITION

Find top-graded funds that avoid deforestation-risk investments.

FIND TOP-SCORING FUNDS

Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.

CHECK FOR FOSSIL FUELS

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