# S&P 1500

> Mediated Wiki article. Canonical URL: https://mediated.wiki/source/S%26P_1500
> Markdown URL: https://mediated.wiki/source/S%26P_1500.md
> Source: https://en.wikipedia.org/wiki/S%26P_1500
> Source revision: 1356506784
> License: Creative Commons Attribution-ShareAlike 4.0 International (https://creativecommons.org/licenses/by-sa/4.0/)

Stock market index

S&P Composite 1500 Foundation May 18, 1995; 31 years ago (1995-05-18)[1] Operator S&P Global Exchanges Nasdaq, NYSE, CBOE Trading symbol SP1500 ^SP1500 ^SPSUPX Constituents 1,506[1] Type Small, Medium and Large cap Market cap US$67.1 trillion (as of January 31, 2026) Weighting method Market value-weighted Related indices List S&P 500 S&P 400 S&P 600 Website www.spglobal.com/spdji/en/indices/equity/sp-composite-1500

The **S&P 1500**, or **S&P Composite 1500 Index**, is a [stock market index](/source/Stock_market_index) of US stocks published by [S&P Global](/source/S%26P_Global). It combines stocks in the [S&P 500](/source/S%26P_500), [S&P MidCap 400](/source/S%26P_400), and [S&P SmallCap 600](/source/S%26P_600).[2] This index covers approximately 90% of the market capitalization of U.S. stocks and is a broad measure of the U.S. equity market.

The index was launched on May 18, 1995, with a first value date of December 30, 1994.[*[citation needed](https://en.wikipedia.org/wiki/Wikipedia:Citation_needed)*]

## Other subsets

Standard & Poor's also provides the S&P 900 index (a combination of the [S&P 500](/source/S%26P_500) index plus the [S&P MidCap 400](/source/S%26P_400))[3] and the S&P 1000 (the S&P MidCap 400 plus the [S&P SmallCap 600](/source/S%26P_600) index).[4]

## Versions

Like many indexes, the headline quote for the "S&P 1500" is a [price return](/source/Price_return) index; however, there is also "[total return](/source/Total_return)" version of the index, which includes dividends, interest and distributions (when applicable). These versions differ in how [dividends](/source/Dividend) are accounted for. The price return version does not account for dividends; it only captures the changes in the prices of the index components.[5]

## Methodology construction

The following criteria are used by [S&P Dow Jones Indices](/source/S%26P_Dow_Jones_Indices) to determine eligibility for inclusion. The company publishes its full methodology details on its [website](https://www.spglobal.com/spdji/en/documents/methodologies/methodology-sp-us-indices.pdf).

- **Universe**: All constituents from the [S&P 500](/source/S%26P_500), [S&P MidCap 400](/source/S%26P_400), and [S&P SmallCap 600](/source/S%26P_600) are included in the index.

- **Eligibility Market Cap:** Companies with unadjusted market cap of US$22.7 billion or greater for the S&P 500, US$8.0 billion to US$22.7 billion for the S&P MidCap 400, and US$1.2 billion to US$8.0 billion for the S&P SmallCap 600. Companies must also have a float-adjusted market capitalization that is at least 50% of the respective index's unadjusted minimum market cap threshold.

- **Financial Viability:** Companies must have a positive as-reported earnings over the most recent quarter, as well as over the most recent four quarters (summed together).

- **Adequate Liquidity and Reasonable Price:** Using composite pricing and volume, the ratio of annual dollar value traded (defined as average closing price over the period multiplied by historical volume) to float-adjusted market capitalization should be at least 0.75, and the stock should trade a minimum of 250,000 shares in each of the six months leading up to the evaluation date.

- **Sector Representation:** Sector balance, as measured by a comparison of each [GICS](/source/GICS) sector's weight in an index with its weight in the S&P Total Market Index, in the relevant market capitalization range, is also considered in the selection of companies for the indices.

- **Company Type:** All eligible U.S. common equities listed on eligible U.S. exchanges can be included. [REITs](/source/REITs) are also eligible for inclusion. [Closed-end funds](/source/Closed-end_fund), [ETFs](/source/Exchange-traded_fund), [ADRs](/source/American_depositary_receipt), [ADS](/source/American_depository_share), and certain other types of securities are ineligible for inclusion.

The index rebalances quarterly in March, June, September, and December.[*[citation needed](https://en.wikipedia.org/wiki/Wikipedia:Citation_needed)*]

## Annual returns

Year Price return Total return 2025 15.51% 17.02% 2024 22.24% 23.95% 2023 23.41% 25.47% 2022 −19.12% −17.78% 2021 26.66% 28.45% 2020 15.81% 17.92% 2019 28.34% 30.90% 2018 −6.77% −4.96% 2017 18.80% 21.13% 2016 10.65% 13.03% 2015 −1.03% 1.01% 2014 10.88% 13.08% 2013 30.12% 32.80% 2012 13.67% 16.17% 2011 −0.26% 1.75% 2010 14.17% 16.38% 2009 24.33% 27.25% 2008 −38.16% −36.72% 2007 3.60% 5.47% 2006 13.28% 15.34% 2005 3.83% 5.66% 2004 9.96% 11.78%

[1]

Market cap weights for the three component indices

1. S&P 500 (92.2%)

1. S&P 400 (5.30%)

1. S&P 600 (2.50%)

## See also

- [Russell 3000](/source/Russell_3000)

- [S&P 500](/source/S%26P_500)

- [List of S&P 500 companies](/source/List_of_S%26P_500_companies)

- [S&P 400](/source/S%26P_400)

- [List of S&P 400 companies](/source/List_of_S%26P_400_companies)

- [S&P 600](/source/S%26P_600)

- [List of S&P 600 companies](/source/List_of_S%26P_600_companies)

- [Wilshire 5000](/source/Wilshire_5000)

## References

1. ^ [***a***](#cite_ref-factsheet_1-0) [***b***](#cite_ref-factsheet_1-1) [***c***](#cite_ref-factsheet_1-2) ["S&P Composite 1500"](https://www.spglobal.com/spdji/en/indices/equity/sp-composite-1500/#data). Retrieved July 7, 2023.

1. **[^](#cite_ref-2)** ["S&P Composite 1500"](https://www.spglobal.com/spdji/en/indices/equity/sp-composite-1500/#overview).

1. **[^](#cite_ref-3)** ["S&P 900"](https://www.spglobal.com/spdji/en/indices/equity/sp-900). Retrieved July 7, 2023.

1. **[^](#cite_ref-4)** ["S&P 1000"](https://www.spglobal.com/spdji/en/indices/equity/sp-1000). Retrieved July 7, 2023.

1. **[^](#cite_ref-5)** ["S&P 500 Index"](https://www.marketwatch.com/investing/index/spx).

## External links

- [Yahoo Finance page for ^SP1500](https://finance.yahoo.com/q?s=^SP1500)

- [Standard & Poor's page on S&P 1500 index](http://us.spindices.com/indices/equity/sp-composite-1500)

---
Adapted from the Wikipedia article [S&P 1500](https://en.wikipedia.org/wiki/S%26P_1500) by Wikipedia contributors ([contributor history](https://en.wikipedia.org/wiki/S%26P_1500?action=history)). Available under [Creative Commons Attribution-ShareAlike 4.0 International](https://creativecommons.org/licenses/by-sa/4.0/). Changes may have been made.