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September 2026what changed

Invesco S&P 500 UCITS ETF Dist · IE00BYML9W36 · SPXD · snapshots compared: 19 Aug31 August 2026
In brief: 55 holdings added and 43 removed from the basket · 18 weight changes beyond ±0.25 points · monthly return +2.7% · costs and key facts unchanged.

Synthetic replication: the recorded list is the substitute basket, not the index exposure.

Basket — holdings added (55)

HoldingWeight on entry
GALP ENERGIA SGPS SA1.07%
ZURICH INSURANCE GROUP AG0.49%
MICROSOFT CORP0.42%
KLA CORP0.36%
ELI LILLY & CO0.31%
DIAMONDBACK ENERGY INC0.31%
FORD MOTOR CO0.28%
VERIZON COMMUNICATIONS INC0.27%
and 47 more0.22%

Basket — holdings removed (43)

HoldingWeight on exit
ALPHABET INC-CL C3.67%
PEPSICO INC3.19%
NESTLE SA-REG2.89%
QUALCOMM INC1.39%
QNITY ELECTRONICS INC0.47%
ROSS STORES INC0.38%
CORNING INC0.30%
MOLINA HEALTHCARE INC0.27%
and 35 more0.21%

Holdings compared (excluding cash instruments): 248 → 260.

Holding weights

Holdingfromto
NVIDIA CORP6.69%0.80%
MICRON TECHNOLOGY INC3.79%8.30%
ADVANCED MICRO DEVICES3.93%7.69%
AMAZON.COM INC4.40%7.95%
APPLE INC2.20%5.67%
ABB LTD-REG3.47%0.02%
ABBVIE INC0.90%2.55%
MARVELL TECHNOLOGY INC3.43%2.13%
CIE FINANCIERE RICHEMO-A REG1.19%0.12%
ALPHABET INC-CL A0.63%0.09%
and 8 more beyond ±0.25 points

Top 10 — before and after

Holding12 Aug31 Aug
MICRON TECHNOLOGY INC7.45%8.30%
AMAZON.COM INC7.85%7.95%
ADVANCED MICRO DEVICES3.73%7.69%
APPLE INC (enters top 10)5.67%
META PLATFORMS INC-CLASS A3.96%3.85%
BERKSHIRE HATHAWAY INC-CL B3.46%3.72%
INTEL CORP (enters top 10)3.62%
SYNOPSYS INC3.39%3.48%
THERMO FISHER SCIENTIFIC INC (enters top 10)2.81%
ABBVIE INC (enters top 10)2.55%
NVIDIA CORP (leaves the top 10)9.21%
ALPHABET INC-CL C (leaves the top 10)3.66%
ABB LTD-REG (leaves the top 10)3.53%
NOVARTIS AG-REG (leaves the top 10)3.33%

Combined top-10 weight: 49.6% → 49.6%.

Sectors — where the weight moved

Consumer Staples
6.42.8
Information Technology
37.941.3
Communication Services
10.57.2
Health Care
14.517.6
Financials
9.212.0

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Monthly return

+2.7% in USD (NAV 69.4171.29, 31 Jul31 Aug). No distributions in the month.

Assets over the month

58.459.13 Aug31 Aug

57.9 mld $58.8 mld $ (issuer’s daily series).

Costs and key facts

TER0.05% — unchanged
Transaction costs (KID)0.07% — unchanged
Index, name, policyno change in the period
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10 and breakdowns the dates of the two archived snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.