Hlib Chabaniuk

Top SPY holdings record mostly negative returns, Mark Roussin reports

Top SPY holdings record mostly negative returns, Mark Roussin reports
SPY leaders show mixed returns

The top holdings in SPY have experienced varied year-to-date performance, according to Mark Roussin. Among the largest stocks, Nvidia, Apple, Microsoft, Amazon, Alphabet, Broadcom, Meta, and Berkshire Hathaway all showed negative returns, ranging from -7% to -26%. Walmart was the only major constituent to post a positive year-to-date return, up 10%.

Roussin's review highlights that despite SPY's diversified exposure, most of its top holdings struggled while Walmart outperformed.

Roussin has recently commented on upcoming changes to SCHD, noting that the ETF is set for an updated look beginning Monday, according to announcements from SCHD ETF. In a separate review, he highlighted shifts in the most and least shorted tech companies as of late February, with SOUND and CLSK leading the list of short interest at that time. These topics reflect Roussin’s continued coverage of significant stock trends.

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