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September 2026what changed

State Street Global Screened Enhanced Equity Fund - UCITS ETF · LU3121015641 · SGBE · snapshots compared: 18 Aug31 August 2026
In brief: 28 holdings added and 26 removed from the basket · large-holding weights nearly unchanged · monthly return +2.5% · costs and key facts unchanged.

Basket — holdings added (28)

HoldingWeight on entry
Sandisk Corporation0.22%
DHL AG0.18%
OMV Aktiengesellschaft0.14%
ATI Inc0.14%
Carpenter Technology Corporation0.13%
Sumitomo Metal Mining Co. Ltd.0.11%
Legal & General Group Plc0.09%
United Parcel Service Inc. Class B0.08%
and 20 more0.08%

Basket — holdings removed (26)

HoldingWeight on exit
Deutsche Post AG0.18%
DuPont de Nemours Inc.0.14%
Yum! Brands Inc.0.14%
Melrose Industries PLC0.13%
Poste Italiane SpA0.09%
Trimble Inc.0.08%
Munchener Ruckversicherungs-Gesellschaft AG0.08%
United Therapeutics Corporation0.08%
and 18 more0.08%

Holdings compared (excluding cash instruments): 502 → 504.

Holding weights

No change beyond ±0.25 points. The largest: Apple Inc., 4.93%5.13%.

Top 10 — before and after

Holding5 Aug31 Aug
NVIDIA Corporation5.51%5.52%
Apple Inc.4.86%5.13%
Microsoft Corporation3.68%3.76%
Amazon.com Inc.2.97%2.83%
Alphabet Inc. Class A2.31%2.19%
Broadcom Inc.2.16%1.91%
Alphabet Inc. Class C1.84%1.73%
Meta Platforms Inc Class A1.31%1.30%
Micron Technology Inc.1.16%1.18%
Tesla Inc. (enters top 10)0.89%1.00%
Advanced Micro Devices Inc. (leaves the top 10)0.94%0.89%

Combined top-10 weight: 26.8% → 26.6%.

Sectors — where the weight moved

Industrials
11.711.2
Consumer Discretionary
8.98.5
Energy
3.84.2
Information Technology
29.730.1
Health Care
9.29.5

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

Countries

Country5 Aug31 Aug
Japan5.7%5.9%
United Kingdom3.6%3.4%
Austria0.0%0.1%

The three countries that moved the most between the two snapshots.

Monthly return

+2.5% in USD (NAV 11.4911.77, 31 Jul31 Aug). Accumulating fund: no distributions.

Assets over the month

4 mln $4 mln $3 Aug31 Aug

4 mln $4 mln $ (issuer’s daily series).

Costs and key facts

TER0.45% — unchanged
Transaction costs (KID)0.06% — 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.