State Street Global Advisors will present the first U.S.-listed ETF, SPY, at the V Funds Society Investment Summit in Houston to highlight its democratic, profitable, and liquid positioning.
During the event, which will take place on March 6 at the Hyatt Regency Houston Galleria, Keith Medlock, Vice President Senior ETF Investment Strategist will present the strategy that “offers a number of potential benefits for investors seeking core US equity exposure, including record liquidity” and more than 30 years of proven experience, according to the firm’s statement.
Backed by the S&P 500® Index, the strategy “opened the door to markets that were previously inaccessible to most investors before 1993.”
Keith Medlock
He is a Senior Strategist at State Street Global Advisors Global SPDR Business. He is an expert in ETFs, investment management and research, and portfolio construction. In his role, he conducts economic and market studies to generate strategic and tactical investment opportunities across different asset classes, with a particular focus on U.S. equities, sectors, and industries. He collaborates with SSGA’s distribution, research, and portfolio management teams.
Prior to joining SSGA in 2013, he was a Business Development Executive with Northern Trust’s FlexShares Exchange Traded Funds. He has worked as a Divisional Managed Accounts Consultant at UBS, a Trust Investment Officer at Bradford Trust Company, and an Economics instructor at the University of Arkansas.
Medlock holds a degree in Mathematics and Economics from the University of Arkansas and has the CMT, CAIA®, CIMA®, and AIF® certifications. He also holds FINRA Series 7 and 66 licenses.
For four decades, State Street Global Advisors has served governments, institutions, and financial advisors worldwide, positioning itself as the fourth-largest asset manager in the world with $4.72 trillion1 (trillions in English), according to the firm’s statement.
1This figure is presented as of December 31, 2024 and includes ETF AUM of $1,577.74 billion USD of which approximately $82.19 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
Important Risk Information
Investing involves risk including the risk of loss of principal.
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All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.
Passively managed funds invest by sampling the index, holding a range of securities that, in the aggregate, approximates the full Index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®, US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs.
ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.
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© 2025 State Street Corporation. All Rights Reserved.
Not FDIC Insured – No Bank Guarantee – May Lose Value
7636165.1.1.AM.RTL
SPD003847
Expiration: February 28, 2026
