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State Street Global Advisors Enhances SPDR® Portfolio ETF™ Suite With New Low-Cost Dividend ETF

New Sector-Neutral Fund Enhances SPDR’s US Dividend Lineup, Providing Clients with New Dividend Solution

State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today announced the launch of the SPDR® Portfolio S&P Sector Neutral Dividend ETF (SPDG).

The fund is designed to track the total return performance of the S&P Sector-Neutral High Yield Dividend Aristocrats Index, which is designed to mirror the sector weights of the S&P Composite 1500® Index and includes companies that have followed a policy of increasing or maintaining dividend payments every year for at least seven consecutive years.

“SPDG is a compelling addition to our low-cost SPDR Portfolio ETF lineup as well as our broader dividend income suite,” said Matthew Bartolini, head of SPDR Americas Research at State Street Global Advisors. “Providing the potential for attractive income, while seeking to track an index designed to mitigate the effect sector biases can have on the relative returns of dividend strategies versus broader equity markets, SPDG is designed for income-oriented buy-and-hold investors seeking a low-cost, core dividend fund.”

Income generation continues to be a critical portfolio construction goal. US-listed dividend equity ETFs have had inflows in 36 out of the last 37 months, accumulating $129 billion in assets.1

Beyond its income focus, SPDG is the newest addition to our suite of 23 low-cost SPDR Portfolio ETFs. Whether investors want to generate income, manage risk, or grow capital, the SPDR Portfolio ETFs Suite is designed to offer exposure to US equity, international equity, and fixed income asset classes — helping investors build a diversified core portfolio comprising funds priced as low as two basis points. Since launching in 2017, SPDR Portfolio ETFs have more than $156 billion in AUM.2 And as the creator of the world’s first ETFs,3 SPDR’s innovation in ETFs is driven by its commitment to delivering low-cost, efficient solutions for investors and more than 40 year of indexing experience. SPDR Portfolio ETFs are backed by the same team and processes that have made SPDR a leader in ETF investing.

Click here for the complete lineup of SPDR Portfolio ETFs.

To learn more about how investors are using low-cost ETFs to achieve a variety of investment objectives, visit Low-Cost Core ETFs to Build Long-Term Wealth.

For more information on the SPDR ETF suite, visit www.ssga.com/etfs.

About SPDR Exchange Traded Funds

SPDR ETFs are a comprehensive family spanning an array of international and domestic asset classes. The funds provide investors with the flexibility to select investments that are aligned to their investment strategy. For more information, visit www.ssga.com.

About State Street Global Advisors

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth largest asset manager* with US $3.8 trillion† under our care.

*Pensions & Investments Research Center, as of 12/31/22.

†This figure is presented as of June 30, 2023 and includes approximately $63 billion USD of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.

1 Bloomberg Finance L.P. as of August 31, 2023

2 Bloomberg Finance L.P. as of August 31, 2023

3 ETFs managed by State Street Global Advisors have the oldest inception dates within the US, Hong Kong, Australia, and Singapore. State Street Global Advisors launched the first ETF in the US on January 22, 1993; launched the first ETF in Hong Kong on November 11, 1999; launched the first ETF in Australia on August 24, 2001; and launched the first ETF in Singapore on April 11, 2002.

Important Risk Information

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

Investing involves risk, including the risk of loss of principal.

This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.

Non-diversified funds that focus on a relatively small number of securities tend to be more volatile than diversified funds and the market as a whole.

Passively managed funds invest by sampling the index, holding a range of securities that, in the aggregate, approximates the full Index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index.

Dividend paying securities can fall out of favor causing securities to underperform companies that do not pay dividends. Changes in dividend policies of companies may adversely affect fund performance.

The Fund's investments are subject to changes in general economic conditions, general market fluctuations and the risks inherent in investment in securities markets. Investment markets can be volatile and prices of investments can change substantially due to various factors including, but not limited to, economic growth or recession, changes in interest rates, changes in the actual or perceived creditworthiness of issuers, and general market liquidity. The Fund is subject to the risk that geopolitical events will disrupt securities markets and adversely affect global economies and markets. Local, regional or global events such as war, acts of terrorism, the spread of infectious illness or other public health issues, or other events could have a significant impact on the Fund and its investments.

The Index Provider is not affiliated with the Trust, the Adviser, the Fund's Administrator, Sub-Administrator, Custodian, Transfer Agent, SSGA FD or any of their respective affiliates. The Adviser (“Licensee”) has entered into a license agreement with the Index Provider pursuant to which the Adviser pays a fee to use the Index. The Adviser is sub-licensing rights to the Index to the Fund at no charge.

While the shares of ETFs are tradable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress.

All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

Frequent trading of ETFs could significantly increase commissions and other costs such that they may offset any savings from low fees or costs.

The trademarks and service marks referenced herein are the property of their respective owners. Third party data providers make no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data and have no liability for damages of any kind relating to the use of such data.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs.

State Street Global Advisors, One Iron Street, Boston, MA 02210.

Before investing, consider the fund’s investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 866.787.2257 or visit ssga.com. Read it carefully.

© 2023 State Street Corporation. All Rights Reserved.

5852911.1.1.AM.RTL Exp. Date: 09/30/2024

Not FDIC Insured · No Bank Guarantee · May Lose Value

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