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State Street S&p 500 Index V.i.s. Fund Class 1 (0P00003BTB)
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52.610
+0.540
+1.04%
- Morningstar Rating:
- Total Assets: 187.27M
State Street S&P 500 Index V.I.S. Fund Class 1
52.610
+0.540
+1.04%
- Overview
- Profile
- Historical Data
- Holdings
State Street S&p 500 Index V.i.s. Fund Class 1 Overview
On this page you'll find an in-depth profile of State Street S&p 500 Index V.i.s. Fund Class 1. Learn about the key management, total assets, investment strategy and contact information of 0P00003BTB among other information.
Investment Strategy
The investment seeks growth of capital and accumulation of income that corresponds to the investment return of the S&P 500® Index. The fund uses an index tracking management strategy designed to track the performance of the S&P 500® Index (“S&P 500” or “index”). The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the U.S. equities market. The fund generally intends to invest in all stocks comprising the S&P 500 in approximate proportion to their weightings in the index.
Contact Information
Address
One Congress Street, Suite 1,
Boston,MA 02114-2016
United States
Boston,MA 02114-2016
United States
Phone
617-664-7338
Web
www.ssga.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Olga Winner | Vice President | 2012 | Now |
| Biography | Olga Winner, CFA, is a Vice President of SSGA and the Adviser and a Senior Portfolio Manager in the Global Equity Beta Solutions Group. She is responsible for the management of several domestic, international developed and emerging market strategies. Additionally, Ms. Winner manages hedged and futures overlay strategies. Prior to joining SSGA, Ms. Winner worked as an acquisitions associate at Boston Capital Partners, a real estate investment firm, analyzing investment opportunities. She holds a Master of Business Administration and a Master of Science in Finance from the Carroll School of Management at Boston College and a Bachelor of Science in Finance from the University of Massachusetts. She also is a member of CFA Society Boston, Inc. | ||
| Karl A. Schneider | Vice President | 2001 | Now |
| Biography | Karl Schneider, CAIA, is a Vice President of SSGA and SSGA FM, and Head of U.S. Equity Strategies for GEBS, where in addition to overseeing the management of the U.S. equity index strategies, he also serves as a portfolio manager for a number of the group's passive equity portfolios. Previously within GEBS, he served as a portfolio manager and product specialist for synthetic beta strategies, including commodities, buy/write, and hedge fund replication. Prior to joining GEBS, Mr. Schneider worked as a portfolio manager in SSGA's Currency Management Group, managing both active currency selection and traditional passive hedging overlay portfolios. He joined SSGA in 1996. Mr. Schneider holds a BS in finance and investments from Babson College and an MS in finance from Boston College. He has earned the Chartered Alternative Investment Analyst designation. Mr. Schneider is a member of the CAIA Association. | ||
| Michael J. Feehily | Senior Managing Director | 2017 | 2023 |
| Biography | Mr. Feehily, CFA, is a Managing Director of SSGA and the Adviser and Co-Head of Passive Equity Strategies in North America in the Global Equity Beta Solutions Group. In this capacity, Mr. Feehily has oversight of the North American Passive Equity teams in Boston and Montreal. In addition, Mr. Feehily is a member of the Senior Management Group. Mr. Feehily rejoined SSgA in 2010 after spending the previous four years at State Street Global Markets LLC where he helped to build the Exposure Solutions business. | ||
| John A. Tucker | Head | 2007 | 2017 |
| Biography | John Tucker, CFA, is a Senior Managing Director of SSGA and the Adviser and Co-Head of Passive Equity Strategies in North America in GEBS. He joined the firm in 1988 and is responsible for overseeing the management of all passive equity index strategies and Exchange Traded Funds managed in North America. He is a member of the Senior Leadership Team. Previously, Mr. Tucker was head of the Structured Products Group in SSGA's London office where he was responsible for the management of all index strategies in SSGA's second largest investment center. Mr. Tucker received a BA in Economics from Trinity College and an MS in Finance from Boston College. Mr. Tucker has also earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and the CFA Institute. In addition, Mr. Tucker is a member of the Russell Index Client Advisory Board and on the S&P U.S. Index Advisory Panel. | ||
| Michael J. Feehily | Senior Managing Director | 2006 | 2007 |
| Biography | Mr. Feehily, CFA, is a Managing Director of SSGA and the Adviser and Co-Head of Passive Equity Strategies in North America in the Global Equity Beta Solutions Group. In this capacity, Mr. Feehily has oversight of the North American Passive Equity teams in Boston and Montreal. In addition, Mr. Feehily is a member of the Senior Management Group. Mr. Feehily rejoined SSgA in 2010 after spending the previous four years at State Street Global Markets LLC where he helped to build the Exposure Solutions business. | ||
| James B. May | Principal, Senior Portfolio Manager | 1997 | 2002 |
| Biography | May is a principal of SSgA and a principal of the Adviser. He is a Senior Portfolio Manager in SSgA's Global Structured Products Team and joined SSgA in 1991. Previously, he worked in the SSgA's Passive U.S. Equity Operations department as a Senior Analyst. He has been working in the investment management field since 1989. May holds the Chartered Financial Analyst designation. He is a member of the Boston Security Analysts Society and CFA Institute. | ||
| Anthony A. Rettino | Senior Portfolio Manager | 1996 | 1997 |
| Biography | Rettino is a senior portfolio manager with Aon Advisors, his employer since April 1992. Previously, he spent two years as a project manager with Morgan Stanley and three years as a senior accountant with Price Waterhouse. Rettino says he uses fundamental analysis of economic, monetary, and technical variables to provide a disciplined framework for selection of portfolio duration. He seeks current income with minimal credit risk and, secondarily, capital appreciation. | ||
| Rimas M. Milaitis | Director | 1995 | 1996 |
| Biography | Rimas M. Milaitis, Director of Research and Portfolio Manager/Analyst, has over 35 years experience in the investment management industry. Mr. Milaitis joined Campbell Newman in March 2005 after serving as the Portfolio Manager of the Growth & Income Equity mutual fund at Strong Capital Management. Prior to that, he served as Portfolio Manager and Analyst at Aon and the Illinois State Board of Investment. He graduated with a BS degree in Economics from Illinois State University and earned his MBA degree in Finance from DePaul University. | ||
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