SPDR® ETFs 2022 Estimated Capital Gain Distributions
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Source: State Street Global Advisors as of October 31, 2022.
The above targets are estimates based on certain assumptions and analysis made by SSGA. There is no guarantee that the estimates will be achieved.
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Total returns are historical and include change in share value and reinvestment of dividends and capital gains, if any. Cumulative total returns are reported as of the period indicated.
Performance returns for periods of less than one year are not annualized.
Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.
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The numbers in the table are not the distributable amounts. The distributable amounts will be affected by adjustments to the gain or loss amounts and may also be affected by certain tax laws applicable only to excise and year-end distributions. Additionally, distributions may be affected by redemptions in the Funds and changes in the outstanding shares.
Distributions paid in January, but declared by a Fund in October, November or December of the previous year, payable to shareholders of record in such a month, may be taxable to you in the previous year.
The Funds listed above have historically paid dividends to investors and/or invest in the securities of dividend paying issuers; however, there is no guarantee that these Funds will consistently pay dividends to investors in the future or will appreciate in value. Investors could lose money by investing in ETFs and/or mutual funds. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Information represented in this piece does not constitute legal, tax, or investment advice. Investors should consult their legal, tax, and financial advisors before making any financial decisions.
This information is an estimate of capital gains only. Actual capital gains will vary from those presented above. This data is for informational purposes only and does not constitute tax advice and should not be relied upon for tax planning.
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Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-866-787-2257, download a prospectus or summary prospectusnow, or talk to your financial advisor. Read it carefully before investing.
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