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State Street® SPDR® S&P® 500 GBP Hdg UCITS ETF (Dist)Index, costs, backtest, listings and taxation

ISIN: IE00BYYW2S15Ticker: SPPG (London SE)Issuer: SPDR
Issuer-declared data
TER
0.05%
Transaction costs
0.01% (issuer estimate, from the KID)
Management
Passive (index-tracking) (from the KID)
Replication
Income policy
SFDR
Article 6 — does not promote specific ESG characteristics — inferred (issuer documents do not declare art. 8/9) what does it mean?
Fund assets
37.6 bn EUR
NAV
8.54 GBP (30 August 2026)
Domicile
Ireland
Inception date
25 August 2025
Data as declared by SPDR in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
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Description

State Street® SPDR® S&P® 500 GBP Hdg UCITS ETF (Dist) tracks the issuer-declared index: S&P 500 GBP Dynamic Hedged Index. The declared annual cost (TER) is 0.05%, plus 0.01% in transaction costs estimated by the issuer in the KID. Replication is full physical replication (declared as “Replicated” by the issuer); income is distributed to investors. The fund has assets of about 37.6 billion euro, was launched on 25 August 2025 and is domiciled in Ireland.

The fund’s objective — in the issuer’s words

Investment policies The Fund invests primarily in securities included in the Index. These securities include the top 500 companies in the U.S. equity market. The Fund seeks to hold all the securities of the Index with the approximate weightings as in that Index.

Keep reading the KID section ▾

Intended retail investorAlthough the Index is generally well diversified, to enable the Fund to track the Index accurately, the Fund will make use of the increased diversification limits available under the UCITS Regulations, which permit it to hold positions in individual constituents of the Index issued by the same body of up to 20% of the Fund's net asset value. This Fund is intended for investors who plan to stay invested for at least 5 years and are prepared to take on a medium-high level of risk of loss to their original capital in order to get a higher potential return. It is designed to form part of a portfolio of investments. The Fund will use a replication strategy to create a near mirrorimage of the Index. In limited circumstances the Fund may purchase securities that are not included in the Index. Depositary The Fund depositary is State Street Custodial Services (Ireland) Limited. This GBP Hedged Class is made available to reduce exchange rate fluctuations between the currency of this Share Class and the currency in which the underlying assets of the Fund are denominated. The Share Class will be hedged back to GBP and consequently should more closely track the corresponding hedged version of the Index (S&P 500 Index). Further information A copy of the Prospectus and latest annual and semi-annual financial report in English and the latest Net Asset Value per Share are available free of charge upon request from www.ssga.com or by writing to the Fund Manager, State Street Global Advisors Europe Limited, 78 Sir John Rogerson's Quay, Dublin 2, Ireland. The Fund may use financial derivative instruments (that is, financial contracts whose prices are dependent on one or more underlying assets) in order to manage the portfolio efficiently. Practical information

From the KID’s “Objectives” section · 5 August 2026 · original document ↓
Text generated from the data the issuer declares in official product lists. No recommendation.

Quick reads

  • TER 0.05%: below the median of equity ETFs we track (0.22%).
  • Assets larger than 99% of equity ETFs we track.
Comparisons computed by Rebalix on the declared data in our census; they describe the past and are not indicative of future results.

Official documents

Key Information Document (KID)PDF in English, from the issuer’s site — always the latest filed versionProspectusPDF in English, from the issuer’s site — the fund’s full legal documentFactsheetPDF in English, from the issuer’s site — the fund’s monthly snapshot
The KID is the document the law requires you to read before investing: 3 pages covering risks, costs and scenarios. The link opens the issuer’s published PDF.

Fund performance

issuer-declared net asset value (NAV) · GBP · from Aug 2025 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+19.4%
Annualised
+19.0%
Volatility (ann.)
12.7%
Max drawdown
-9.02%
-4%+3%+10%+18%+25%Aug 2025Nov 2025Mar 2026Jun 2026Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)+19%Aug 2025Sept 2026
Note — currency risk: the fund is denominated (or hedged) in GBP and the chart is in GBP. For a euro investor, returns also depend on the EUR/GBP exchange rate, up or down.
Currency-hedged share class: our figures are computed on the issuer’s NAV, where the hedge is applied at the daily fixing. Comparison sites using the exchange price may show returns and volatility that differ by 1–2 points: on hedged classes the price-vs-NAV gap is structurally wider and grows with the length of the window. Not a data error — a measurement convention. Details in the methodology.
Tip: drag across the chart to zoom into a period.

Drawdown — distance from previous peak

This isn’t the return: it shows how far the fund is below its previous peak. 0% = you’re at the peak; below zero = how much you’re down and haven’t recovered yet.
0%-2%-4%-6%-8%-10%20252026−9.02% · 30 Mar 2026
Max drawdown
-9.02%
peak → trough
Trough
30 Mar 2026
from the 27 Jan 2026 peak
Recovery time
16 days
recovery only: trough to break-even
Underwater
78 days
decline + recovery: peak to break-even · ≈ 3 months · → recovered on 15 Apr 2026

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
27 Jan 202630 Mar 2026-9.02%15 Apr 202678
29 Oct 202520 Nov 2025-5.04%10 Dec 202542
02 Jun 202610 Jun 2026-4.49%03 Aug 202662
08 Oct 202510 Oct 2025-2.99%24 Oct 202516
12 Jan 202620 Jan 2026-2.57%27 Jan 202615

Calendar-year returns

2025
6.2%
2026
12.4%

Month-by-month returns

JanFebMarAprMayJunJulAugSeptOctNovDecYear
20261.4-0.8-5.010.25.4-1.0-0.12.7-0.312.4
20253.62.40.20.06.2
From month-end NAVs, over the fund’s full history, on the series shown in the chart (dividends reinvested where declared). Deeper colour = larger move.
Issuer-declared series with dividends reinvested: the total performance, comparable with accumulating funds. Switch it off to see the price (NAV) alone, which drops at every dividend payment.
Source: SPDR. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available July 2026 — for later days the index stays at the last published value (institutes publish with a few weeks’ lag). The «adjusted for inflation» view expresses value in today’s purchasing power for the selected country; volatility always stays nominal, as elsewhere on the site (deflating it would add artificial swings caused by the monthly cadence of the price index). Past performance is not indicative of future results: these are facts, not a recommendation.

Tracking difference — fund vs index

We do not publish a tracking difference for this share class — and it is not an oversight.

SPPG is hedged to GBP; the index the issuer places next to it in its documents is the unhedged, foreign-currency version. Subtracting one from the other does not measure replication quality: it measures the exchange rate. In a year when the currency moves 5%, “the TD” would come out near 5 points — a plausible-looking number, with decimals, and wrong.

Other sites publish that number. We would rather show one figure less than one figure wrong: the TD will return here the day we have the GBP-hedged index series, which the issuer does not publish today.

What tracking difference is and how we compute it →

Risk indicators· EUR

Last year
Volatility (ann.)13.55%
Max drawdown-9.46%
Sharpe1.29
Sortino1.85
Windows longer than the available price history cannot be computed and are not shown: they will appear on their own as time passes. Computed from the daily NAV series, always in nominal terms. Sharpe and Sortino use the ECB main refinancing rate averaged over the period (last year: 2.20%), weighted by days in force, as the risk-free rate. Same formulas as our public methodology: sample standard deviation annualised over 252 days; Sortino with downside deviation. Past performance is not indicative of future results. Figures in EUR — series converted day by day at ECB reference rates; the table follows the currency selected in the chart.

Portfolio holdings

Securities in portfolio
505
Top-10 weight
37.9%

Top 10 holdings

NVIDIA Corporation
8.02%
Apple Inc.
7.27%
Microsoft Corporation
5.67%
Amazon.com Inc.
3.80%
Alphabet Inc. Class A
2.99%
Broadcom Inc.
2.67%
Alphabet Inc. Class C
2.39%
Meta Platforms Inc Class A
1.94%
Micron Technology Inc.
1.60%
Tesla Inc.
1.53%

Sectors

Information Technology
37.8%
Financials
12.3%
Communication Services
9.5%
Health Care
9.4%
Consumer Discretionary
9.0%
Industrials
8.3%
Consumer Staples
4.5%

Countries

AfghanistanAngolaAlbaniaUnited Arab EmiratesArgentinaArmeniaFrench Southern and Antarctic LandsAustraliaAustriaAzerbaijanBurundiBelgiumBeninBurkina FasoBangladeshBulgariaThe BahamasBosnia and HerzegovinaBelarusBelizeBoliviaBrazilBruneiBhutanBotswanaCentral African RepublicCanadaSwitzerlandChileChinaIvory CoastCameroonDemocratic Republic of the CongoRepublic of the CongoColombiaCosta RicaCubaCyprusCzech RepublicGermanyDjiboutiDenmarkDominican RepublicAlgeriaEcuadorEgyptEritreaSpainEstoniaEthiopiaFinlandFijiFalkland IslandsFranceGabonUnited KingdomGeorgiaGhanaGuineaGambiaGuinea BissauEquatorial GuineaGreeceGreenlandGuatemalaFrench GuianaGuyanaHondurasCroatiaHaitiHungaryIndonesiaIndiaIrelandIranIraqIcelandIsraelItalyJamaicaJordanJapanKazakhstanKenyaKyrgyzstanCambodiaSouth KoreaKosovoKuwaitLaosLebanonLiberiaLibyaSri LankaLesothoLithuaniaLuxembourgLatviaMoroccoMoldovaMadagascarMexicoMacedoniaMaliMyanmarMontenegroMongoliaMozambiqueMauritaniaMalawiMalaysiaNamibiaNew CaledoniaNigerNigeriaNicaraguaNetherlandsNorwayNepalNew ZealandOmanPakistanPanamaPeruPhilippinesPapua New GuineaPolandPuerto RicoNorth KoreaPortugalParaguayQatarRomaniaRussiaRwandaWestern SaharaSaudi ArabiaSudanSouth SudanSenegalSolomon IslandsSierra LeoneEl SalvadorSomaliaRepublic of SerbiaSurinameSlovakiaSloveniaSwedenSwazilandSyriaChadTogoThailandTajikistanTurkmenistanEast TimorTrinidad and TobagoTunisiaTurkeyTaiwanUnited Republic of TanzaniaUgandaUkraineUruguayUnited States of America: 100%UzbekistanVenezuelaVietnamVanuatuWest BankYemenSouth AfricaZambiaZimbabwe
up to 1%1–5%5–15%15–30%over 30%
Hover a country for its percentage.
Top 7 countries
United States100%
Download the full portfolio — Excel, 505 rows
Full portfolio declared by SPDR, as of 31 August 2026: this is the summary. Percentages may not sum to 100 due to cash, derivatives and rounding.
Fund historyFund-assets (AUM) chart year by year and monthly basket snapshots.Open the history →

Dividends

Frequency
Quarterly
Latest dividend
0.02 GBP
ex 22 Jun 2026 · paid 30 Jun 2026
Dividends since first payment (11 months)
0.06 GBP
less than 12 months of history: not a full year, not comparable

Yield by year

PeriodDividendsDividend yield
1 year0.06 GBP0.84 %

Dividend contribution to total return

0%10%20%30%+20.19 %1 year
dividendsprice changeprice decline

Calendar per share (GBP)

YearJanFebMarAprMayJunJulAugSepOctNovDec
20260.020.02
20250.000.02

Latest dividends

Per shareEx-dividend dateRecord datePayment
0.02 GBP22 Jun 202623 Jun 202630 Jun 2026
0.0186 GBP23 Mar 202624 Mar 202631 Mar 2026
0.0182 GBP22 Dec 202523 Dec 202531 Dec 2025
0.0034 GBP22 Sept 202523 Sept 202530 Sept 2025
Per-share dividends as declared by the issuer, in GBP, since the first payment (22 Sept 2025). Past dividends are not indicative of future ones.

Index tracked

S&P 500 GBP Dynamic Hedged Index
This fund belongs to the S&P 500 family: compare all census ETFs in this family →

Italian taxation

Effective rate on capital gains
26.00%
White-list share
0.00%
From the government-bond («white list») share certified by the issuer every semester: 12.5% on that portion, 26% on the rest.
Deep-dive into this fund’s taxation →

Where it shows up commission-free in Italy

According to the official lists published by the brokers (downloaded and cross-checked by us), these share classes of the fund appear tradable with zero fees:

IE000XZSV718SP5A
  • XTBzero (up to €100,000 monthly volume, unreachable for a retail plan); fractions available in plans
IE00BYYW2V44SPXE
  • XTBzero (up to €100,000 monthly volume, unreachable for a retail plan); fractions available in plans
Full terms, traps and method in the observatory: Free savings plans and zero-commission ETFs: the broker survey

Official lists verified on 3 September 2026. We record published terms — this is neither an invitation to open accounts nor a recommendation: lists change, the broker’s documents prevail. Trade Republic, Scalable Capital and Trading 212 publish no per-ISIN lists and don’t appear here.

Stock exchange listings

ExchangeTicker
London Stock ExchangeSPPG
Trading venues from the official ESMA register (FIRDS); per-exchange tickers from the issuer’s tax documents and official listings. A dash “—” = that venue does not publish the item (ticker, currency or start date) in the sources we read. The same fund may trade in different currencies depending on the exchange: check the trading currency with your broker. Non-EU listings (e.g. UK, Mexico) not included.

Frequently asked questions

Which index does State Street® SPDR® S&P® 500 GBP Hdg UCITS ETF (Dist) track?
The issuer SPDR declares the benchmark: S&P 500 GBP Dynamic Hedged Index.
How much does SPPG cost?
The issuer-declared TER is 0.05% per year; the transaction costs estimated in the KID are 0.01%.
How is SPPG taxed in Italy?
On sale, the capital gain is taxed at an effective 26.00% rate (white-list share 0.00%): 12.5% on the government-bond “white list” portion, 26% on the rest.
What is the fund size of SPPG?
The fund size declared by SPDR is about 37.6 billion euro.
When was SPPG launched?
The fund was launched on 25 August 2025: it has 1 year of history.
How does SPPG replicate its index?
It is a passively managed ETF: it follows the declared index. Physical (full replication) (issuer wording: “Replicated”).
Does SPPG pay dividends?
Yes: it is a distributing share class — income is paid out periodically (issuer wording: “Distribution”).
What was SPPG's worst fall?
Over the available history (since 2025), the maximum drawdown was -9.25%, reached in March 2026. Past performance is not indicative of future results.
How many securities does SPPG hold?
The declared portfolio holds 505 securities; the top 10 positions weigh 37.9%.
Transparency note
The data in this sheet is declared by SPDR in the issuer’s official files and endpoints, collected by Rebalix with a monthly refresh; taxation derives from the issuer’s tax documents (Italian Law Decree 138/2011). This is factual information for informational purposes only: it is not financial or tax advice, nor an investment recommendation. Read the fund’s KID and prospectus before investing.