EtfWatch

Stocks entering the S&P 500

Every addition to the index behind SPY, IVV, VOO over the last two years: when it took effect, who it replaced, and how the stock traded 1 week, 1 month, 3 months, 6 months and 1 year after the effective close.

Returns

The register

28 of 28 entries. Tick entries to compare them.

Index additions with dates and returns after the effective close
No.CompareDate announcedSectorReplaces
028HOODRobinhood Markets+3.4%+10.2%+18.6%+28.8%Not yet elapsedSep 22, 2025Sep 5, 2025FinancialsCaesars Entertainment
026APPAppLovin+2.8%+10.1%+17.4%+26.6%Not yet elapsedSep 22, 2025Sep 5, 2025Information TechnologyMarketAxess Holdings
027EMEEMCOR Group+0.8%+3.1%+6.3%+9.4%Not yet elapsedSep 22, 2025Sep 5, 2025IndustrialsEnphase Energy
025IBKRInteractive Brokers Group+1.6%+6.5%+12.9%+19.4%Not yet elapsedAug 28, 2025Aug 22, 2025FinancialsWalgreens Boots Alliance
024XYZBlock, Inc.-2.6%-7.7%+2.6%+9.0%+17.9%Jul 23, 2025Jul 18, 2025FinancialsHess
023DDOGDatadog-3.2%-6.5%+6.5%+16.1%+22.6%Jul 9, 2025Jul 2, 2025Information TechnologyJuniper Networks
022COINCoinbase Global-2.3%-5.3%+17.4%+13.6%+28.8%May 19, 2025May 12, 2025FinancialsDiscover Financial Services
019EXEExpand Energy-1.9%+3.7%-3.7%-14.8%-18.5%Mar 24, 2025Mar 7, 2025EnergyFMC Corporation
018DASHDoorDash-1.1%+3.9%+23.6%+37.6%+18.0%Mar 24, 2025Mar 7, 2025Consumer DiscretionaryBorgWarner
020TKOTKO Group Holdings-3.0%+2.4%+10.1%+16.1%+10.1%Mar 24, 2025Mar 7, 2025Communication ServicesTeleflex
021WSMWilliams-Sonoma-1.9%+2.5%+7.6%+17.1%+13.9%Mar 24, 2025Mar 7, 2025Consumer DiscretionaryCelanese
016APOApollo Global Management-4.0%-5.7%-20.0%-24.6%-21.1%Dec 23, 2024Dec 6, 2024FinancialsQorvo
017WDAYWorkday-2.2%-3.7%-10.4%-12.3%-13.4%Dec 23, 2024Dec 6, 2024Information TechnologyAmentum Holdings
015TPLTexas Pacific Land+0.7%-10.7%-4.7%-19.5%-34.9%Nov 26, 2024Nov 22, 2024EnergyMarathon Oil
014AMTMAmentum Holdings-4.2%-8.3%-12.5%-29.2%-8.3%Nov 15, 2024Nov 8, 2024IndustrialsAdded as a Jacobs spin-off
013UALUnited Airlines Holdings+9.1%+34.5%+81.8%+41.8%+74.5%Oct 1, 2024Sep 27, 2024IndustrialsBio-Techne
012LIILennox International+0.8%+4.1%+4.1%-7.3%-11.4%Oct 1, 2024Sep 27, 2024IndustrialsCatalent
011PLTRPalantir Technologies+2.8%+19.4%+108.3%+166.7%+302.8%Sep 23, 2024Sep 6, 2024Information TechnologyAmerican Airlines
009DELLDell Technologies+1.7%+5.1%-1.7%-22.0%+10.2%Sep 23, 2024Sep 6, 2024Information TechnologyEtsy
010ERIEErie Indemnity-1.5%-5.3%-20.5%-28.0%-34.7%Sep 23, 2024Sep 6, 2024FinancialsBio-Rad Laboratories
006CRWDCrowdStrike0.0%-31.9%-28.6%-11.7%+24.7%Jun 24, 2024Jun 7, 2024Information TechnologyRobert Half
007GDDYGoDaddy+0.7%+2.1%+10.3%+37.9%+20.7%Jun 24, 2024Jun 7, 2024Information TechnologyIllumina (moved to MidCap 400)
008KKRKKR & Co.+1.9%+11.1%+22.2%+38.9%+13.0%Jun 24, 2024Jun 7, 2024FinancialsComerica (moved to MidCap 400)
005VSTVistra+4.4%-3.3%-9.9%+41.8%+67.0%May 8, 2024Apr 26, 2024UtilitiesPioneer Natural Resources
004GEVGE Vernova+5.0%+14.3%+22.9%+114.3%+250.0%Apr 2, 2024Mar 26, 2024UtilitiesAdded as a GE spin-off
003SOLVSolventum+2.9%-7.4%-11.8%+4.4%+7.4%Apr 1, 2024Mar 26, 2024Health CareAdded as a 3M spin-off
002SMCISuper Micro Computer-4.0%-18.0%-42.0%-69.0%-58.0%Mar 18, 2024Mar 1, 2024Information TechnologyWhirlpool
001DECKDeckers Outdoor-2.0%-5.9%-2.6%+13.2%-19.7%Mar 18, 2024Mar 1, 2024Consumer DiscretionaryZions Bancorporation

Losses are entered in red. A blank cell means that window hasn't elapsed yet.

How S&P 500 additions work

S&P rebalances quarterly, effective after the close on the third Friday of March, June, September and December. Constituent changes (M&A, market-cap moves) are also announced ad hoc with ~1–5 days notice. A change is announced first and only takes effect after the close on the effective date. Between those two dates, every fund tracking the index (SPY, IVV, VOO) has to buy the incoming stock, which is why the window matters to traders.

Of the 28 S&P 500 additions with a recorded announcement date, the median notice between the announcement and the effective close is 17 days.

What happens to a stock after it joins S&P 500

Inclusion is often described as a guaranteed pop. The tracked history is more mixed: the average stock ran up +20.5% in the 30 days into the effective close, then returned +0.2% in the first week (50% of additions were positive), +0.5% after one month, and +27.6% after a year. Returns are measured from the effective close and can also be viewed against the index itself, so a rising market doesn't get counted as an inclusion effect.

Best one-year outcome in this set: PLTR (Palantir Technologies) at +302.8%. Worst: SMCI (Super Micro Computer) at -58.0%.

When are S&P 500 changes announced?

Quarterly rebalance (Mar / Jun / Sep / Dec) + ad hoc changes. Scheduled review, announcement and effective dates for the next twelve months are listed on the index review calendar. Ad hoc changes — a takeover, a bankruptcy, a fast-track promotion — are announced outside that schedule, usually with a few days' notice.

Open the index review calendar.

Most recent S&P 500 additions